We are live on ! Find out more
WTRG icon

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
IMRF
326
Illinois Municipal Retirement Fund
Illinois
$588K +$324K +6,985 +120%
BFM
327
Boothbay Fund Management
New York
$585K -$138K -2,975 -19%
Arrowstreet Capital
328
Arrowstreet Capital
Massachusetts
$583K +$590K +12,707 New
AAM
329
Advisors Asset Management
Colorado
$581K +$221K +4,767 +60%
IFWM
330
Institute for Wealth Management
Colorado
$566K – – –
HNB
331
Huntington National Bank
Ohio
$563K -$235K -5,067 -29%
EGM
332
Engineers Gate Manager
New York
$563K +$570K +12,281 New
PFO
333
Pathstone Family Office
New Jersey
$550K -$257K -5,543 -32%
FBT
334
First Bankers Trust
Kentucky
$549K – – –
TSS
335
Two Sigma Securities
New York
$546K +$553K +11,900 New
WF
336
Welch & Forbes
Massachusetts
$544K +$8.18K +176 +2%
SCM
337
Shelton Capital Management
Colorado
$543K – – –
TPW
338
Tiller Private Wealth
Pennsylvania
$543K – – –
MAM
339
Meeder Asset Management
Ohio
$531K +$95.1K +2,047 +21%
WE
340
Wealth Effects
Massachusetts
$522K +$176K +3,798 +50%
ASN
341
Advisory Services Network
Georgia
$506K -$118K -2,544 -19%
TF
342
TIAA FSB
Florida
$501K -$30.8K -663 -6%
GVAG
343
Great Valley Advisor Group
Delaware
$501K +$53.7K +1,156 +12%
SWM
344
SeaCrest Wealth Management
New York
$501K +$55.2K +1,188 +12%
Voloridge Investment Management
345
Voloridge Investment Management
Florida
$495K -$55.3K -1,190 -10%
FMWA
346
Forvis Mazars Wealth Advisors
Missouri
$495K +$502K +10,802 New
TW
347
TrinityPoint Wealth
Connecticut
$494K +$46 +1 +0%
Bank Julius Baer & Co
348
Bank Julius Baer & Co
Switzerland
$491K – – –
BWM
349
Blossom Wealth Management
California
$476K +$23.7K +510 +5%
MFS
350
Mirabella Financial Services
United Kingdom
$474K +$480K +10,335 New
12 13
14
15 16

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.