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 %
TIS
176
Tortoise Index Solutions
Kansas
$2.5M -$167K -3,270 -6%
CAM
177
Costello Asset Management
Pennsylvania
$2.5M +$1.59M +31,180 +176%
Nomura Asset Management
178
Nomura Asset Management
Japan
$2.47M – – –
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$2.47M -$76.7K -1,500 -3%
DnB Asset Management
180
DnB Asset Management
Norway
$2.46M -$151K -2,953 -6%
CT
181
Coastline Trust
Rhode Island
$2.44M +$23.5K +460 +1%
Baird Financial Group
182
Baird Financial Group
Wisconsin
$2.4M +$66.1K +1,294 +3%
VanEck Associates
183
VanEck Associates
New York
$2.39M +$209K +4,085 +10%
NMERB
184
New Mexico Educational Retirement Board
New Mexico
$2.37M – – –
TA
185
TFG Advisers
Michigan
$2.32M -$30.4K -594 -1%
TAM
186
Trillium Asset Management
Massachusetts
$2.3M -$157K -3,072 -6%
CF
187
Covea Finance
France
$2.3M – – –
Creative Planning
188
Creative Planning
Kansas
$2.27M +$283K +5,536 +14%
Man Group
189
Man Group
United Kingdom
$2.26M +$1.08M +21,065 +91%
FPFS
190
First Personal Financial Services
North Carolina
$2.18M +$225K +4,409 +12%
GIBU
191
Gulf International Bank (UK)
United Kingdom
$2.15M – – –
Walleye Capital
192
Walleye Capital
New York
$2.14M +$2.14M +41,854 New
PG
193
Pendal Group
Australia
$2.14M +$477K +9,331 +29%
Federated Hermes
194
Federated Hermes
Pennsylvania
$2.11M +$59.1K +1,155 +3%
AC
195
Allstate Corporation
Illinois
$2.11M +$2.11M +41,255 New
URS
196
Utah Retirement Systems
Utah
$2.1M -$35.8K -700 -2%
VOYA Investment Management
197
VOYA Investment Management
Georgia
$2.1M +$63.4K +1,240 +3%
Handelsbanken Fonder
198
Handelsbanken Fonder
Sweden
$2.06M – – –
WSFS
199
Wilmington Savings Fund Society
Delaware
$2.05M -$6.39K -125 -0.3%
HTC
200
Haverford Trust Company
Pennsylvania
$2.05M +$8.69K +170 +0.4%
6 7
8
9 10