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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 %
UCFA
301
United Capital Financial Advisors
Texas
$681K +$3.07K +67 +0.5%
TI
302
Trexquant Investment
Connecticut
$681K +$681K +14,863 New
BAM
303
Belpointe Asset Management
Nevada
$676K +$642 +14 +0.1%
FPF
304
First Pacific Financial
Washington
$674K +$17.7K +386 +3%
IIM
305
INTECH Investment Management
Florida
$674K +$674K +14,706 New
RFA
306
Resurgent Financial Advisors
Georgia
$671K -$92 -2 -0%
SMDAM
307
Sumitomo Mitsui DS Asset Management
Japan
$667K – – –
OC
308
Oppenheimer & Co
New York
$666K -$12.5K -272 -2%
American Century Companies
309
American Century Companies
Missouri
$660K +$120K +2,621 +22%
DTL
310
Dynamic Technology Lab
Singapore
$658K +$658K +14,361 New
HKIMG
311
Hutchens & Kramer Investment Management Group
Indiana
$645K -$167K -3,517 -21%
MUAMU
312
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$642K – – –
NA
313
NewEdge Advisors
Louisiana
$637K +$27.1K +590 +4%
MCM
314
Manchester Capital Management
Vermont
$634K – – –
VI
315
Vestcor Inc
New Brunswick, Canada
$624K +$51.9K +1,133 +9%
Verition Fund Management
316
Verition Fund Management
Connecticut
$619K -$6.61M -144,221 -91%
MC
317
Moors & Cabot
Massachusetts
$619K +$5.73K +125 +0.9%
ST
318
Spinnaker Trust
Maine
$614K – – –
ETC
319
Exchange Traded Concepts
Oklahoma
$605K +$605K +13,193 New
IC
320
Inverness Counsel
New York
$602K -$687 -15 -0.1%
SHFA
321
SS&H Financial Advisors
Michigan
$599K – – –
SYBT
322
Stock Yards Bank & Trust
Kentucky
$597K +$597K +13,013 New
AA
323
ALPS Advisors
Colorado
$593K +$593K +12,942 New
IMRF
324
Illinois Municipal Retirement Fund
Illinois
$588K +$320K +6,985 +120%
BFM
325
Boothbay Fund Management
New York
$585K -$136K -2,975 -19%
11 12
13
14 15