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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 %
CGH
251
Crossmark Global Holdings
Texas
$996K -$4.59K -100 -0.5%
BBPWM
252
Blue Bell Private Wealth Management
Pennsylvania
$990K – – –
ISL
253
Ingalls & Snyder LLC
New York
$969K – – –
SAM
254
Securian Asset Management
Minnesota
$962K +$16.2K +353 +2%
BWP
255
Bernardo Wealth Planning
Pennsylvania
$958K – – –
Walleye Capital
256
Walleye Capital
New York
$956K -$962K -20,995 -50%
Janus Henderson Group
257
Janus Henderson Group
United Kingdom
$942K -$837K -18,258 -47%
FHB
258
First Hawaiian Bank
Hawaii
$932K – – –
Neuberger Berman Group
259
Neuberger Berman Group
New York
$927K -$204K -4,449 -18%
Susquehanna International Group
260
Susquehanna International Group
Pennsylvania
$914K -$5.05M -110,132 -85%
Aberdeen Group
261
Aberdeen Group
United Kingdom
$911K +$63.2K +1,383 +7%
WANY
262
Wealthspire Advisors (New York)
New York
$908K +$908K +19,803 New
TBA
263
Tower Bridge Advisors
Pennsylvania
$905K – – –
Natixis Advisors
264
Natixis Advisors
Massachusetts
$902K -$831K -18,118 -48%
VCM
265
Virtue Capital Management
Tennessee
$897K -$128K -2,791 -12%
H
266
HoyleCohen
California
$897K -$36.7K -800 -4%
UH
267
Unigestion Holding
Switzerland
$893K +$323K +7,039 +57%
KAS
268
Kestra Advisory Services
Texas
$892K +$197K +4,301 +28%
MHI
269
Miller Howard Investments
New York
$889K +$4.4K +96 +0.5%
PIM
270
Penobscot Investment Management
Massachusetts
$878K – – –
Mirae Asset Global Investments
271
Mirae Asset Global Investments
South Korea
$876K +$33.7K +735 +4%
SAM
272
Shell Asset Management
Netherlands
$873K – – –
EMPI
273
Elo Mutual Pension Insurance
Finland
$866K – – –
CFO
274
Colony Family Offices
North Carolina
$857K +$857K +18,687 New
TD Asset Management
275
TD Asset Management
Ontario, Canada
$856K -$132K -2,874 -13%
9 10
11
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