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Essential Utilities
WTRG

Overview Fund Activity

639 hedge funds and large institutions have $9.18B invested in Essential Utilities in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 236 increasing their positions, 191 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
Holders Change
-4
Holders Change %
-0.62%
% of All Funds
10.11%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
68
Increased
236
Reduced
191
Closed
63
Calls
$3.8M
Puts
$1.14M
Net Calls
+$2.66M
Net Calls Change
-$568K

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
$57.5M
2
Amundi
Amundi
France
$214M
3
Norges Bank
Norges Bank
Norway
$216M
4
Millennium Management
Millennium Management
New York
$74.9M
5
Allianz Asset Management
Allianz Asset Management
Germany
$26.8M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
Cohen & Steers
Cohen & Steers
New York
$55.8M
3
KBC Group
KBC Group
Belgium
$1M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$49.7M
5
Fidelity International
Fidelity International
Bermuda
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DFCM
601
Dark Forest Capital Management
Puerto Rico
$14K +$13.2K +261 +1,740%
FFA
602
Freedman Financial Associates
Massachusetts
$13K +$13K +247 New
Macquarie Group
603
Macquarie Group
Australia
$12.6K +$4.28K +340,559 +51%
TWC
604
TD Waterhouse Canada
Ontario, Canada
$12.3K – – –
GAM
605
Gemmer Asset Management
California
$12K – – –
ACA
606
Atlas Capital Advisors
Wyoming
$10.2K – – –
SC
607
SouthState Corp
Florida
$10K -$20.6K -414 -67%
HNWAG
608
High Net Worth Advisory Group
Florida
$10K – – –
LC
609
Lindbrook Capital
California
$10K +$1.29K +24 +15%
PFGIA
610
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$3.5K +65 +54%
T
611
TCWP
Ohio
$10K +$10K +212 New
EW
612
Evoke Wealth
California
$7K – – –
LSA
613
Lansing Street Advisors
Pennsylvania
$7K +$7K +140 New
GKIM
614
GW&K Investment Management
Massachusetts
$7K +$7K +145 New
GRP
615
Global Retirement Partners
California
$7K +$7K +158 New
VCM
616
Versant Capital Management
Arizona
$6K – – –
CTB
617
Country Trust Bank
Illinois
$6K – – –
MAWCM
618
Mine & Arao Wealth Creation & Management
California
$6K +$6K +111 New
STCOSD
619
Sageworth Trust Company of South Dakota
South Dakota
$5K -$22.4K -399 -82%
SSB
620
Sandy Spring Bank
Maryland
$5K – – –
GWS
621
Glassman Wealth Services
Virginia
$5K – – –
OLVIG
622
Oliver Lagore Vanvalin Investment Group
Michigan
$5K +$5K +100 New
Lazard Asset Management
623
Lazard Asset Management
New York
$4K -$16.8K -358 -81%
ME
624
McIlrath & Eck
Washington
$4K – – –
CFO
625
CVA Family Office
Colorado
$3K +$1.25K +25 +71%
23 24
25
26 27