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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.37B 26,757,495 +52,406 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.26B 24,683,039 +229,596 +0.9%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$1.11B 21,661,095 – –
State Street
4
State Street
Massachusetts
$676M 13,218,964 +449,065 +4%
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$301M 5,896,157 +464,464 +9%
Impax Asset Management Group
6
Impax Asset Management Group
United Kingdom
$257M 5,024,265 -530,229 -10%
Norges Bank
7
Norges Bank
Norway
$216M 4,229,120 +547,061 +15%
Amundi
8
Amundi
France
$214M 4,170,848 +630,613 +18%
Invesco
9
Invesco
Georgia
$184M 3,600,859 -137,018 -4%
Northern Trust
10
Northern Trust
Illinois
$160M 3,127,496 +179,246 +6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$156M 3,047,644 +88,421 +3%
Legal & General Group
12
Legal & General Group
United Kingdom
$134M 2,625,664 +100,504 +4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$126M 2,470,942 +27,327 +1%
Jennison Associates
14
Jennison Associates
New York
$109M 2,134,841 -143,005 -6%
Franklin Resources
15
Franklin Resources
California
$81.6M 1,595,919 -104,585 -6%
Millennium Management
16
Millennium Management
New York
$74.9M 1,465,571 +516,931 +54%
Charles Schwab
17
Charles Schwab
California
$74.5M 1,456,951 +51,362 +4%
UBS AM
18
UBS AM
Illinois
$70.2M 1,373,851 +425,873 +45%
Principal Financial Group
19
Principal Financial Group
Iowa
$65.3M 1,277,485 +37,083 +3%
First Trust Advisors
20
First Trust Advisors
Illinois
$64.4M 1,260,146 -83,990 -6%
DPIM
21
Duff & Phelps Investment Management
Illinois
$63.9M 1,249,510 -371,817 -23%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$60.7M 1,186,342 +127,695 +12%
TIA
23
Tandem Investment Advisors
South Carolina
$57.8M 1,130,539 +80,685 +8%
BC
24
Brookfield Corp
Ontario, Canada
$57.5M 1,125,127 +945,897 +528%
Goldman Sachs
25
Goldman Sachs
New York
$56.7M 1,109,641 +259,295 +30%
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