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Essential Utilities
WTRG

Overview Fund Activity

633 hedge funds and large institutions have $7.81B invested in Essential Utilities in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 246 increasing their positions, 173 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
10.95%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
65
Increased
246
Reduced
173
Closed
54
Calls
$14.8M
Puts
$11.6M
Net Calls
+$3.2M
Net Calls Change
+$1.29M

Top Buyers

1
DPIM
Duff & Phelps Investment Management
Illinois
$95.5M
2
Amundi
Amundi
France
$230M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$26.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.09B
5
ZP
Zimmer Partners
New York
$45.7M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$0
2
Millennium Management
Millennium Management
New York
$50.2M
3
Macquarie Group
Macquarie Group
Australia
$47.8M
4
Legal & General Group
Legal & General Group
United Kingdom
$101M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$8.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
226
Wealth Enhancement Advisory Services
Minnesota
$1.33M +$1.33M +32,850 New
BA
227
Bridgewater Advisors
New York
$1.3M +$538 +13 +0%
GWCM
228
Godshalk Welsh Capital Management
Pennsylvania
$1.29M +$5.63K +136 +0.4%
AWM
229
AE Wealth Management
Kansas
$1.24M +$59.8K +1,445 +5%
JE
230
JMAC Enterprises
Pennsylvania
$1.21M +$10.3K +248 +0.9%
EM
231
ELCO Management
New York
$1.19M -$29.2K -705 -2%
NAM
232
Nissay Asset Management
Japan
$1.19M +$77K +1,861 +7%
Two Sigma Investments
233
Two Sigma Investments
New York
$1.18M +$1.18M +28,539 New
AP
234
Americana Partners
Texas
$1.17M – – –
X
235
Xponance
Pennsylvania
$1.17M +$24.1K +583 +2%
PFO
236
Pathstone Family Office
New Jersey
$1.16M +$660K +15,949 +133%
VCM
237
Virtue Capital Management
Tennessee
$1.15M +$343K +8,301 +42%
CIC
238
Carnegie Investment Counsel
Ohio
$1.15M -$62.5K -1,511 -5%
Daiwa Securities Group
239
Daiwa Securities Group
Japan
$1.14M -$115K -2,778 -9%
VRS
240
Virginia Retirement Systems
Virginia
$1.13M +$1.13M +27,300 New
CAM
241
Cozad Asset Management
Illinois
$1.13M +$124K +2,992 +12%
FBFS
242
First Business Financial Services
Wisconsin
$1.12M +$39.8K +961 +4%
CP
243
CenterBook Partners
Connecticut
$1.1M +$159K +3,846 +17%
PP
244
Prudential plc
United Kingdom
$1.09M +$44.2K +1,068 +4%
BC
245
Blackhill Capital
New Jersey
$1.08M – – –
WAP
246
Wealthcare Advisory Partners
Pennsylvania
$1.07M -$6.66K -161 -0.6%
Truist Financial
247
Truist Financial
North Carolina
$1.07M +$1.61K +39 +0.2%
USAA
248
United Services Automobile Association
Texas
$1.07M +$49.2K +1,190 +5%
ACM
249
AlphaCrest Capital Management
New York
$1.06M +$882K +21,307 +487%
TFA
250
Toth Financial Advisory
Virginia
$1.04M +$34.6K +835 +3%
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