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Essential Utilities
WTRG

Overview Fund Activity

630 hedge funds and large institutions have $8.49B invested in Essential Utilities in 2022 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 219 increasing their positions, 189 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
-9
Holders Change %
-1.41%
% of All Funds
10.65%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
65
Increased
219
Reduced
189
Closed
62
Calls
$3.44M
Puts
$1.54M
Net Calls
+$1.91M
Net Calls Change
-$755K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.18B
2
Millennium Management
Millennium Management
New York
$112M
3
Morgan Stanley
Morgan Stanley
New York
$77.9M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$33.7M
5
AAMU
AEGON Asset Management (UK)
United Kingdom
$67.5M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$51M
2
AWA
Aaron Wealth Advisors
Illinois
$468K
3
ZP
Zimmer Partners
New York
$22.2M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$215M
5
EAM
Erste Asset Management
Austria
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
226
Mercer Global Advisors
Colorado
$1.24M +$52.1K +1,137 +4%
NAM
227
Nissay Asset Management
Japan
$1.23M -$23.2K -506 -2%
Mariner
228
Mariner
Kansas
$1.22M +$547K +11,927 +81%
Citadel Advisors
229
Citadel Advisors
Florida
$1.21M +$1.21M +26,359 New
WAP
230
Wealthcare Advisory Partners
Pennsylvania
$1.19M -$259K -5,638 -18%
BC
231
Blackhill Capital
New Jersey
$1.19M – – –
FBFS
232
First Business Financial Services
Wisconsin
$1.19M -$32.5K -709 -3%
Truist Financial
233
Truist Financial
North Carolina
$1.18M -$100K -2,191 -8%
PP
234
Prudential plc
United Kingdom
$1.16M +$19.1K +417 +2%
USAA
235
United Services Automobile Association
Texas
$1.13M +$1.13M +24,603 New
TFA
236
Toth Financial Advisory
Virginia
$1.11M +$53.3K +1,163 +5%
CAM
237
Cozad Asset Management
Illinois
$1.11M +$32.9K +718 +3%
KFI
238
Key Financial Inc
Pennsylvania
$1.08M +$209K +4,409 +24%
RIL
239
Rothschild Investment LLC
Illinois
$1.08M – – –
RB
240
Rodgers Brothers
Pennsylvania
$1.07M – – –
WT
241
Whittier Trust
California
$1.06M – – –
YIH
242
Y-Intercept (HK)
Hong Kong
$1.05M +$63.2K +1,380 +6%
AWA
243
Arkadios Wealth Advisors
Georgia
$1.04M -$25.8K -562 -2%
US Bancorp
244
US Bancorp
Minnesota
$1.04M +$17.5K +381 +2%
GEA
245
Glen Eagle Advisors
New Jersey
$1.04M +$107K +2,325 +11%
CP
246
CenterBook Partners
Connecticut
$1.04M +$741K +16,149 +250%
CB
247
Community Bank
New York
$1.03M +$173K +3,775 +20%
SPIA
248
Steward Partners Investment Advisory
New York
$1.02M -$13.5K -294 -1%
LOIM
249
Liberty One Investment Management
Illinois
$1.02M +$7.68K +168 +0.8%
KCM
250
Kennedy Capital Management
Missouri
$1M -$2.11K -46 -0.2%
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