WTRG icon

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

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Cohen & Steers
2
Cohen & Steers
New York
$55.8M
3
KBC Group
3
KBC Group
Belgium
$1M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$49.7M
5
Fidelity International
5
Fidelity International
Bermuda
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TYCC
151
Texas Yale Capital Corp
Florida
$3.45M – – –
ASRS
152
Arizona State Retirement System
Arizona
$3.42M +$167K +3,270 +5%
RCM
153
Radnor Capital Management
Pennsylvania
$3.35M -$437K -8,541 -12%
II
154
IFM Investors
Australia
$3.34M +$1.75M +34,168 +110%
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$3.33M -$443K -8,670 -12%
LA
156
Legacy Advisors
Pennsylvania
$3.32M +$6.7K +131 +0.2%
SI
157
Stephens Inc
Arkansas
$3.18M -$42.4K -830 -1%
Korea Investment Corp
158
Korea Investment Corp
South Korea
$3.03M +$726K +14,200 +32%
LSERS
159
Louisiana State Employees Retirement System
Louisiana
$3M +$54.8K +1,100 +2%
SOMRS
160
State of Michigan Retirement System
Michigan
$2.99M +$3.99K +78 +0.1%
PAM
161
Panagora Asset Management
Massachusetts
$2.96M +$370K +7,231 +14%
AC
162
Addison Capital
Pennsylvania
$2.94M +$3.89K +76 +0.1%
YIA
163
YHB Investment Advisors
Connecticut
$2.92M -$52.2K -1,020 -2%
AIM
164
Arcadia Investment Management
Michigan
$2.89M -$59.1K -1,155 -2%
Mitsubishi UFJ Asset Management
165
Mitsubishi UFJ Asset Management
Japan
$2.81M -$32.1K -628 -1%
Holocene Advisors
166
Holocene Advisors
New York
$2.8M +$994K +19,437 +55%
HighTower Advisors
167
HighTower Advisors
Illinois
$2.79M -$77.8K -1,524 -3%
CFB
168
Cullen/Frost Bankers
Texas
$2.77M -$84.1K -1,644 -3%
HSBC Holdings
169
HSBC Holdings
United Kingdom
$2.73M -$1.21M -23,605 -31%
JCM
170
Jacobi Capital Management
Pennsylvania
$2.66M +$23.7K +464 +0.9%
Toronto Dominion Bank
171
Toronto Dominion Bank
Ontario, Canada
$2.63M +$275K +5,385 +12%
FAB
172
First American Bank
Illinois
$2.62M +$25.6K +501 +1%
VIA
173
Vident Investment Advisory
Georgia
$2.54M -$169K -3,314 -6%
KTC
174
Kistler-Tiffany Companies
Pennsylvania
$2.54M – – –
SBL
175
Sargent Bickham Lagudis
Colorado
$2.52M -$1.56M -30,506 -38%
5 6
7
8 9