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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 %
Schroder Investment Management Group
351
Schroder Investment Management Group
United Kingdom
$465K +$465K +10,195 New
JWCA
352
J.W. Cole Advisors
Florida
$447K -$11.5K -251 -3%
FWCM
353
Ferguson Wellman Capital Management
Oregon
$443K – – –
Nordea Investment Management
354
Nordea Investment Management
Sweden
$442K -$138K -3,043 -24%
RT
355
Rockland Trust
Massachusetts
$442K -$44.7K -976 -9%
CIBC Asset Management
356
CIBC Asset Management
Ontario, Canada
$441K -$32.3K -704 -7%
BCV
357
Banque Cantonale Vaudoise
Switzerland
$435K -$59.9K -1,304 -12%
KeyBank National Association
358
KeyBank National Association
Ohio
$434K -$20.4K -445 -4%
BCM
359
Blume Capital Management
California
$427K – – –
ECM
360
EagleClaw Capital Management
Massachusetts
$425K -$11.5K -250 -3%
FIA
361
Foundations Investment Advisors
Arizona
$423K – – –
D
362
Diversified
Delaware
$421K -$14K -304 -3%
RFA
363
RTD Financial Advisors
Pennsylvania
$417K – – –
MW
364
Marcum Wealth
Ohio
$416K – – –
AAS
365
Avantax Advisory Services
Texas
$415K +$1.38K +30 +0.3%
LWMG
366
Levy Wealth Management Group
Pennsylvania
$414K +$46 +1 +0%
HWM
367
HB Wealth Management
Georgia
$414K +$3.76K +82 +0.9%
SPC
368
Sigma Planning Corp
Michigan
$412K +$8.16K +178 +2%
FDCDDQ
369
Federation des caisses Desjardins du Quebec
Quebec, Canada
$408K +$236K +5,140 +137%
CTC
370
Central Trust Company
Missouri
$408K – – –
TWP
371
Tower Wealth Partners
Pennsylvania
$403K -$1.56K -34 -0.4%
FWIA
372
Fort Washington Investment Advisors
Ohio
$402K – – –
BMSSC
373
B. Metzler seel. Sohn & Co
Germany
$397K -$82.2K -1,792 -17%
PF
374
Phoenix Financial
Israel
$393K -$32.1K -711 -8%
AWM
375
Apollon Wealth Management
South Carolina
$387K +$6.37K +139 +2%
13 14
15
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