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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
TD Asset Management
276
TD Asset Management
Ontario, Canada
$856K -$133K -2,874 -13%
Cetera Investment Advisers
277
Cetera Investment Advisers
Illinois
$850K -$128K -2,746 -13%
PA
278
Profund Advisors
Maryland
$839K -$66.3K -1,428 -7%
THWM
279
Taylor Hoffman Wealth Management
Virginia
$839K – – –
KBC Group
280
KBC Group
Belgium
$836K -$61.2K -1,318 -7%
UIM
281
USS Investment Management
United Kingdom
$814K -$141K -3,037 -15%
GAM
282
Gotham Asset Management
New York
$814K +$295K +6,357 +56%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
283
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$812K +$822K +17,700 New
MCM
284
Moore Capital Management
New York
$811K +$822K +17,688 New
WBC
285
Westpac Banking Corp
Australia
$807K – – –
LIM
286
Loudon Investment Management
New Hampshire
$801K – – –
FT
287
Fiduciary Trust
Massachusetts
$796K – – –
ST
288
Smithfield Trust
Pennsylvania
$793K – – –
AWS
289
Atria Wealth Solutions
New York
$792K +$169K +3,637 +27%
MSRPS
290
Maryland State Retirement & Pension System
Maryland
$783K – – –
SLAM
291
Swiss Life Asset Management
$780K +$503K +10,840 +177%
CFN
292
Cordasco Financial Network
Florida
$773K – – –
TRCT
293
Tower Research Capital (TRC)
New York
$764K +$540K +11,621 +231%
SC
294
Sonen Capital
California
$751K -$17.3K -372 -2%
OBGC
295
O'Brien Greene & Co
Pennsylvania
$743K – – –
RP
296
Rowlandmiller & Partners
Georgia
$736K +$90.3K +1,945 +14%
PTC
297
Philadelphia Trust Company
Pennsylvania
$729K -$16.3K -350 -2%
VPIM
298
Vanguard Personalized Indexing Management
California
$722K +$11.3K +243 +2%
CYG
299
Clean Yield Group
Vermont
$703K – – –
MSS
300
Mitchell Sinkler & Starr
Pennsylvania
$699K – – –
10 11
12
13 14

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.