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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
WTC
301
WhitTier Trust Company
Nevada
$688K – – –
GLA
302
Good Life Advisors
Pennsylvania
$683K -$418 -9 -0.1%
UCFA
303
United Capital Financial Advisors
Texas
$681K +$3.11K +67 +0.5%
TI
304
Trexquant Investment
Connecticut
$681K +$690K +14,863 New
BAM
305
Belpointe Asset Management
Nevada
$676K +$650 +14 +0.1%
FPF
306
First Pacific Financial
Washington
$674K +$17.9K +386 +3%
IIM
307
INTECH Investment Management
Florida
$674K +$683K +14,706 New
RFA
308
Resurgent Financial Advisors
Georgia
$671K -$93 -2 -0%
SMDAM
309
Sumitomo Mitsui DS Asset Management
Japan
$667K – – –
OC
310
Oppenheimer & Co
New York
$666K -$12.6K -272 -2%
American Century Companies
311
American Century Companies
Missouri
$660K +$122K +2,621 +22%
DTL
312
Dynamic Technology Lab
Singapore
$658K +$667K +14,361 New
HKIMG
313
Hutchens & Kramer Investment Management Group
Indiana
$645K -$163K -3,517 -21%
MUAMU
314
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$642K – – –
NA
315
NewEdge Advisors
Louisiana
$637K +$27.4K +590 +4%
MCM
316
Manchester Capital Management
Vermont
$634K – – –
VI
317
Vestcor Inc
New Brunswick, Canada
$624K +$52.6K +1,133 +9%
Verition Fund Management
318
Verition Fund Management
Connecticut
$619K -$6.7M -144,221 -91%
MC
319
Moors & Cabot
Massachusetts
$619K +$5.81K +125 +0.9%
ST
320
Spinnaker Trust
Maine
$614K – – –
ETC
321
Exchange Traded Concepts
Oklahoma
$605K +$613K +13,193 New
IC
322
Inverness Counsel
New York
$602K -$697 -15 -0.1%
SHFA
323
SS&H Financial Advisors
Michigan
$599K – – –
SYBT
324
Stock Yards Bank & Trust
Kentucky
$597K +$604K +13,013 New
AA
325
ALPS Advisors
Colorado
$593K +$601K +12,942 New
11 12
13
14 15

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.