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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
PF
376
Phoenix Financial
Israel
$393K -$33K -711 -8%
AWM
377
Apollon Wealth Management
South Carolina
$387K +$6.46K +139 +2%
GJIC
378
Gamble Jones Investment Counsel
California
$375K – – –
BPA
379
Beacon Pointe Advisors
California
$375K +$14.6K +314 +4%
HSA
380
HBK Sorce Advisory
Pennsylvania
$374K +$3.39K +73 +0.9%
GP
381
Girard Partners
Pennsylvania
$371K +$325 +7 +0.1%
CAPTRUST Financial Advisors
382
CAPTRUST Financial Advisors
North Carolina
$371K +$106K +2,279 +39%
Chevy Chase Trust
383
Chevy Chase Trust
Maryland
$367K – – –
BHIA
384
Birch Hill Investment Advisors
Massachusetts
$362K – – –
SBH
385
Segall Bryant & Hamill
Illinois
$360K +$42K +905 +13%
LDFR
386
Lehman & Derafelo Financial Resources
Pennsylvania
$356K – – –
AIM
387
Anchor Investment Management
South Carolina
$351K – – –
PA
388
Pinnacle Associates
New York
$346K – – –
FAFN
389
First Affirmative Financial Network
Colorado
$345K -$9.66K -208 -3%
DP
390
Dearborn Partners
Illinois
$344K +$464 +10 +0.1%
NAMP
391
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$339K – – –
LS
392
Livforsakringsbolaget Skandia
Sweden
$335K -$125K -2,700 -27%
CWM
393
CCG Wealth Management
California
$333K – – –
ABLA
394
Alan B. Lancz & Associates
Ohio
$324K – – –
KC
395
Kingfisher Capital
North Carolina
$321K -$17.1K -369 -5%
JIC
396
Joel Isaacson & Co
New York
$321K +$58.1K +1,250 +22%
PWA
397
Providence Wealth Advisors
Illinois
$316K – – –
JIC
398
Johnson Investment Counsel
Ohio
$315K +$16.6K +358 +6%
MYAM
399
Meiji Yasuda Asset Management
Japan
$315K +$19K +410 +6%
COCM
400
Charter Oak Capital Management
New Hampshire
$314K +$13.4K +289 +4%
14 15
16
17 18

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.