Essential Utilities
WTRG
642 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, 194 reducing their positions, and 63 closing their positions.
234% more call options, than puts
Call options by funds: $3.8M | Put options by funds: $1.14M
22% more repeat investments, than reductions
Existing positions increased: 236 | Existing positions reduced: 194
8% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 63
0.9% more ownership
Funds ownership: 70.63% → 71.53% (+0.9%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less funds holding
Funds holding: 646 → 642 (-4)
4% less capital invested
Capital invested by funds: $9.56B → $9.18B (-$377M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$45.6M |
| 2 |
Amundi
Paris,
France
|
+$30.4M |
| 3 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
+$27.1M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$26.4M |
| 5 |
Millennium Management
New York
|
+$24.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$52.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$51.7M |
| 3 |
KBC Group
Brussels,
Belgium
|
-$48.7M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$37.9M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$31.2M |
WTRG Hedge Fund Activity: Q1 2022 in Review
642 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q1 2022, worth a combined $9.18B — down 3.9% from $9.56B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new WTRG positions and 63 closed out — a net gain of 5 holders — while 236 added to existing stakes and 194 trimmed.
The largest buyer was Brookfield Corp, adding an estimated $45.6M. The largest seller was Cohen & Steers, cutting an estimated $52.5M.
- 642 institutional investors held Essential Utilities (WTRG) as of Q1 2022, down from 646 in Q4 2021.
- Funds reported $9.18B of Essential Utilities stock for Q1 2022, down 3.9% quarter-over-quarter.
- 68 funds opened new Essential Utilities positions in Q1 2022 and 63 closed out, a net change of +5 holders.
- The largest Essential Utilities buyer in Q1 2022 was Brookfield Corp, an estimated $45.6M added.
- The largest Essential Utilities seller in Q1 2022 was Cohen & Steers, an estimated $52.5M sold.
Based on aggregated 13F filings for Q1 2022.