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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 %
GC
676
Gratus Capital
Georgia
– -$201K -3,750 Closed
SFPG
677
Stonebridge Financial Planning Group
Florida
– -$170K -3,573 Closed
TC
678
Truvestments Capital
Florida
– -$186K -3,469 Closed
DAM
679
Delta Asset Management
Tennessee
– -$177K -3,300 Closed
CA
680
Cornerstone Advisory
Maryland
– -$172K -3,196 Closed
SCA
681
Snowden Capital Advisors
New York
– -$162K -3,026 Closed
AWA
682
Amplius Wealth Advisors
Pennsylvania
– -$149K -2,779 Closed
CWS
683
Confluence Wealth Services
Pennsylvania
– -$134K -2,511 Closed
BHWM
684
Beaird Harris Wealth Management
Texas
– -$125K -2,328 Closed
WFS
685
Widmann Financial Services
Maryland
– -$124K -2,310 Closed
CA
686
CoreCap Advisors
Michigan
– -$118K -2,197 Closed
Schroder Investment Management Group
687
Schroder Investment Management Group
United Kingdom
– -$109K -2,023 Closed
TCOV
688
Trust Company of Vermont
Vermont
– -$101K -1,875 Closed
VCM
689
Vigilant Capital Management
Maine
– -$73K -1,363 Closed
MTWM
690
Masso Torrence Wealth Management
New Jersey
– -$66K -1,231 Closed
CSWM
691
Cassady Schiller Wealth Management
Ohio
– -$34K -625 Closed
FPWM
692
FSB Premier Wealth Management
Iowa
– -$29K -545 Closed
NICM
693
Neo Ivy Capital Management
New York
– -$28K -521 Closed
WTA
694
Washington Trust Advisors
Massachusetts
– -$21K -400 Closed
EBA
695
Eagle Bay Advisors
New York
– -$9K -175 Closed
ST
696
Sageworth Trust
Pennsylvania
– -$8K -147 Closed
BA
697
Bivin & Associates
Oklahoma
– -$6K -103 Closed
IBOK
698
Independence Bank of Kentucky
Kentucky
– -$5K -100 Closed
CAL
699
Capital Analysts LLC
Pennsylvania
– -$4K -78 Closed
DWA
700
Delos Wealth Advisors
Texas
– -$3K -47 Closed
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