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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
+$46.2M
2
Millennium Management
Millennium Management
New York
+$44.6M
3
Morgan Stanley
Morgan Stanley
New York
+$36.6M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$33.7M
5
AAMU
AEGON Asset Management (UK)
United Kingdom
+$32.7M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$46.8M
2
AWA
Aaron Wealth Advisors
Illinois
-$25.8M
3
ZP
Zimmer Partners
New York
-$19.7M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$15.5M
5
EAM
Erste Asset Management
Austria
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
276
Cetera Investment Advisers
Illinois
$850K -$126K -2,746 -13%
PA
277
Profund Advisors
Maryland
$839K -$65.5K -1,428 -7%
THWM
278
Taylor Hoffman Wealth Management
Virginia
$839K – – –
KBC Group
279
KBC Group
Belgium
$836K -$60.4K -1,318 -7%
UIM
280
USS Investment Management
United Kingdom
$814K -$139K -3,037 -15%
GAM
281
Gotham Asset Management
New York
$814K +$292K +6,357 +56%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
282
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$812K +$812K +17,700 New
MCM
283
Moore Capital Management
New York
$811K +$811K +17,688 New
WBC
284
Westpac Banking Corp
Australia
$807K – – –
LIM
285
Loudon Investment Management
New Hampshire
$801K – – –
FT
286
Fiduciary Trust
Massachusetts
$796K – – –
ST
287
Smithfield Trust
Pennsylvania
$793K – – –
AWS
288
Atria Wealth Solutions
New York
$792K +$167K +3,637 +27%
MSRPS
289
Maryland State Retirement & Pension System
Maryland
$783K – – –
CFN
290
Cordasco Financial Network
Florida
$773K – – –
TRCT
291
Tower Research Capital (TRC)
New York
$764K +$533K +11,621 +231%
SC
292
Sonen Capital
California
$751K -$17.1K -372 -2%
OBGC
293
O'Brien Greene & Co
Pennsylvania
$743K – – –
RP
294
Rowlandmiller & Partners
Georgia
$736K +$89.2K +1,945 +14%
PTC
295
Philadelphia Trust Company
Pennsylvania
$729K -$16.1K -350 -2%
VPIM
296
Vanguard Personalized Indexing Management
California
$722K +$11.1K +243 +2%
CYG
297
Clean Yield Group
Vermont
$703K – – –
MSS
298
Mitchell Sinkler & Starr
Pennsylvania
$699K – – –
WTC
299
WhitTier Trust Company
Nevada
$688K – – –
GLA
300
Good Life Advisors
Pennsylvania
$683K -$413 -9 -0.1%
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12
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