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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 %
CSIA
626
Conrad Siegel Investment Advisors
Pennsylvania
$3K +$3K +63 New
UIA
627
Ulland Investment Advisors
Minnesota
$2K +$2K +30 New
CCM
628
Covington Capital Management
California
$2K +$2K +43 New
CI
629
Cordant Inc
Oregon
$2K +$2K +44 New
WAS
630
Winch Advisory Services
Wisconsin
$1K – – –
VNA
631
Valley National Advisers
Pennsylvania
$1K – – –
FMP
632
Financial Management Professionals
Texas
$1K – – –
SC
633
Schubert & Co
Texas
$1K +$222 +6 +29%
SSG
634
Summit Securities Group
New York
$1K +$1K +10 New
FHA
635
First Horizon Advisors
Tennessee
$1K +$500 +10 +100%
MPWT
636
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +15 New
PFBT
637
Parkside Financial Bank & Trust
Missouri
$1K +$621 +18 +164%
NIC
638
Northwest Investment Counselors
Oregon
$1K +$1K +19 New
Citadel Advisors
639
Citadel Advisors
Florida
– -$57.6M -1,072,326 Closed
Fidelity International
640
Fidelity International
Bermuda
– -$31.2M -580,390 Closed
CC
641
Coann Capital
Connecticut
– -$9.2M -171,374 Closed
RIM
642
Redpoint Investment Management
Australia
– -$3.52M -65,605 Closed
MLICM
643
Metropolitan Life Insurance Company (MetLife)
New York
– -$2.21M -41,163 Closed
CIBC World Market
644
CIBC World Market
Ontario, Canada
– -$1.88M -35,097 Closed
AP
645
Americana Partners
Texas
– -$1.59M -29,700 Closed
CA
646
Capitolis Advisors
New York
– -$1.58M -29,495 Closed
Pacer Advisors
647
Pacer Advisors
Pennsylvania
– -$1.25M -23,246 Closed
BBVA
648
Banco Bilbao Vizcaya Argentaria
Spain
– -$1.09M -20,457 Closed
SM
649
Sciencast Management
New Jersey
– -$840K -15,759 Closed
CP
650
Castleview Partners
Texas
– -$285 -15,301 Closed
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