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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 %
Arrowstreet Capital
326
Arrowstreet Capital
Massachusetts
$583K +$583K +12,707 New
AAM
327
Advisors Asset Management
Colorado
$581K +$219K +4,767 +60%
IFWM
328
Institute for Wealth Management
Colorado
$566K – – –
HNB
329
Huntington National Bank
Ohio
$563K -$233K -5,067 -29%
EGM
330
Engineers Gate Manager
New York
$563K +$563K +12,281 New
PFO
331
Pathstone Family Office
New Jersey
$550K -$254K -5,543 -32%
FBT
332
First Bankers Trust
Kentucky
$549K – – –
TSS
333
Two Sigma Securities
New York
$546K +$546K +11,900 New
WF
334
Welch & Forbes
Massachusetts
$544K +$8.07K +176 +2%
TPW
335
Tiller Private Wealth
Pennsylvania
$543K – – –
SCM
336
Shelton Capital Management
Colorado
$543K – – –
MAM
337
Meeder Asset Management
Ohio
$531K +$93.8K +2,047 +21%
WE
338
Wealth Effects
Massachusetts
$522K +$174K +3,798 +50%
ASN
339
Advisory Services Network
Georgia
$506K -$117K -2,544 -19%
TF
340
TIAA FSB
Florida
$501K -$30.4K -663 -6%
GVAG
341
Great Valley Advisor Group
Delaware
$501K +$53K +1,156 +12%
SWM
342
SeaCrest Wealth Management
New York
$501K +$54.4K +1,188 +12%
Voloridge Investment Management
343
Voloridge Investment Management
Florida
$495K -$54.5K -1,190 -10%
FMWA
344
Forvis Mazars Wealth Advisors
Missouri
$495K +$495K +10,802 New
TW
345
TrinityPoint Wealth
Connecticut
$494K +$46 +1 +0%
Bank Julius Baer & Co
346
Bank Julius Baer & Co
Switzerland
$491K – – –
BWM
347
Blossom Wealth Management
California
$476K +$23.4K +510 +5%
MFS
348
Mirabella Financial Services
United Kingdom
$474K +$474K +10,335 New
NIMI
349
Natixis Investment Managers International
France
$472K -$114K -2,500 -20%
AWA
350
Aaron Wealth Advisors
Illinois
$468K -$25.8M -562,484 -98%
12 13
14
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