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Essential Utilities
WTRG

634 hedge funds and large institutions have $8.5B invested in Essential Utilities in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 221 increasing their positions, 190 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $3.44M | Put options by funds: $1.54M

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

16% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 190

6% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 62

0.3% less ownership

Funds ownership: 71.53% → 71.23% (-0.3%)

1% less funds holding

Funds holding: 642 → 634 (-8)

7% less capital invested

Capital invested by funds: $9.18B → $8.5B (-$684M)

Holders
634
Holders Change
-8
Holders Change %
-1.25%
% of All Funds
10.68%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
66
Increased
221
Reduced
190
Closed
62
Calls
$3.44M
Puts
$1.54M
Net Calls
+$1.91M
Net Calls Change
-$755K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$46.8M
2
Millennium Management
Millennium Management
New York
+$45.2M
3
Morgan Stanley
Morgan Stanley
New York
+$37M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$34.2M
5
AAMU
AEGON Asset Management (UK)
United Kingdom
+$33.2M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$47.5M
2
AWA
Aaron Wealth Advisors
Illinois
-$26.1M
3
ZP
Zimmer Partners
New York
-$19.9M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$15.7M
5
EAM
Erste Asset Management
Austria
-$11.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
251
Kennedy Capital Management
Missouri
$1M -$2.14K -46 -0.2%
CGH
252
Crossmark Global Holdings
Texas
$996K -$4.64K -100 -0.5%
BBPWM
253
Blue Bell Private Wealth Management
Pennsylvania
$990K – – –
ISL
254
Ingalls & Snyder LLC
New York
$969K – – –
SAM
255
Securian Asset Management
Minnesota
$962K +$16.4K +353 +2%
BWP
256
Bernardo Wealth Planning
Pennsylvania
$958K – – –
Walleye Capital
257
Walleye Capital
New York
$956K -$975K -20,995 -50%
Janus Henderson Group
258
Janus Henderson Group
United Kingdom
$942K -$848K -18,258 -47%
FHB
259
First Hawaiian Bank
Hawaii
$932K – – –
Neuberger Berman Group
260
Neuberger Berman Group
New York
$927K -$207K -4,449 -18%
Susquehanna International Group
261
Susquehanna International Group
Pennsylvania
$914K -$5.12M -110,132 -85%
Aberdeen Group
262
Aberdeen Group
United Kingdom
$911K +$64.2K +1,383 +7%
WANY
263
Wealthspire Advisors (New York)
New York
$908K +$920K +19,803 New
TBA
264
Tower Bridge Advisors
Pennsylvania
$905K – – –
Natixis Advisors
265
Natixis Advisors
Massachusetts
$902K -$842K -18,118 -48%
VCM
266
Virtue Capital Management
Tennessee
$897K -$130K -2,791 -12%
H
267
HoyleCohen
California
$897K -$37.2K -800 -4%
UH
268
Unigestion Holding
Switzerland
$893K +$327K +7,039 +57%
KAS
269
Kestra Advisory Services
Texas
$892K +$200K +4,301 +28%
MHI
270
Miller Howard Investments
New York
$889K +$4.46K +96 +0.5%
PIM
271
Penobscot Investment Management
Massachusetts
$878K – – –
Mirae Asset Global Investments
272
Mirae Asset Global Investments
South Korea
$876K +$34.1K +735 +4%
SAM
273
Shell Asset Management
Netherlands
$873K – – –
EMPI
274
Elo Mutual Pension Insurance
Finland
$866K – – –
CFO
275
Colony Family Offices
North Carolina
$857K +$868K +18,687 New
9 10
11
12 13

WTRG Hedge Fund Activity: Q2 2022 in Review

634 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q2 2022, worth a combined $8.5B — down 7.5% from $9.18B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new WTRG positions and 62 closed out — a net gain of 4 holders — while 221 added to existing stakes and 190 trimmed.

The largest buyer was Vanguard Group, adding an estimated $46.8M. The largest seller was Jennison Associates, cutting an estimated $47.5M.

  • 634 institutional investors held Essential Utilities (WTRG) as of Q2 2022, down from 642 in Q1 2022.
  • Funds reported $8.5B of Essential Utilities stock for Q2 2022, down 7.5% quarter-over-quarter.
  • 66 funds opened new Essential Utilities positions in Q2 2022 and 62 closed out, a net change of +4 holders.
  • The largest Essential Utilities buyer in Q2 2022 was Vanguard Group, an estimated $46.8M added.
  • The largest Essential Utilities seller in Q2 2022 was Jennison Associates, an estimated $47.5M sold.

Based on aggregated 13F filings for Q2 2022.