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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
NIMI
351
Natixis Investment Managers International
France
$472K -$116K -2,500 -20%
AWA
352
Aaron Wealth Advisors
Illinois
$468K -$26.1M -562,484 -98%
Schroder Investment Management Group
353
Schroder Investment Management Group
United Kingdom
$465K +$474K +10,195 New
JWCA
354
J.W. Cole Advisors
Florida
$447K -$11.7K -251 -3%
FWCM
355
Ferguson Wellman Capital Management
Oregon
$443K – – –
Nordea Investment Management
356
Nordea Investment Management
Sweden
$442K -$141K -3,043 -24%
RT
357
Rockland Trust
Massachusetts
$442K -$45.3K -976 -9%
CIBC Asset Management
358
CIBC Asset Management
Ontario, Canada
$441K -$32.7K -704 -7%
BCV
359
Banque Cantonale Vaudoise
Switzerland
$435K -$60.6K -1,304 -12%
KeyBank National Association
360
KeyBank National Association
Ohio
$434K -$20.7K -445 -4%
BCM
361
Blume Capital Management
California
$427K – – –
ECM
362
EagleClaw Capital Management
Massachusetts
$425K -$11.6K -250 -3%
FIA
363
Foundations Investment Advisors
Arizona
$423K – – –
D
364
Diversified
Delaware
$421K -$14.1K -304 -3%
RFA
365
RTD Financial Advisors
Pennsylvania
$417K – – –
MW
366
Marcum Wealth
Ohio
$416K – – –
AAS
367
Avantax Advisory Services
Texas
$415K +$1.39K +30 +0.3%
LWMG
368
Levy Wealth Management Group
Pennsylvania
$414K +$46 +1 +0%
HWM
369
HB Wealth Management
Georgia
$414K +$3.81K +82 +0.9%
SPC
370
Sigma Planning Corp
Michigan
$412K +$8.27K +178 +2%
FDCDDQ
371
Federation des caisses Desjardins du Quebec
Quebec, Canada
$408K +$239K +5,140 +137%
CTC
372
Central Trust Company
Missouri
$408K – – –
TWP
373
Tower Wealth Partners
Pennsylvania
$403K -$1.58K -34 -0.4%
FWIA
374
Fort Washington Investment Advisors
Ohio
$402K – – –
BMSSC
375
B. Metzler seel. Sohn & Co
Germany
$397K -$83.2K -1,792 -17%
13 14
15
16 17

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.