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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
$1.18B
2
Millennium Management
Millennium Management
New York
$112M
3
Morgan Stanley
Morgan Stanley
New York
$77.9M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$33.7M
5
AAMU
AEGON Asset Management (UK)
United Kingdom
$67.5M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$51M
2
AWA
Aaron Wealth Advisors
Illinois
$468K
3
ZP
Zimmer Partners
New York
$22.2M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$215M
5
EAM
Erste Asset Management
Austria
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GJIC
376
Gamble Jones Investment Counsel
California
$375K – – –
BPA
377
Beacon Pointe Advisors
California
$375K +$14.4K +314 +4%
HSA
378
HBK Sorce Advisory
Pennsylvania
$374K +$3.35K +73 +0.9%
GP
379
Girard Partners
Pennsylvania
$371K +$321 +7 +0.1%
CAPTRUST Financial Advisors
380
CAPTRUST Financial Advisors
North Carolina
$371K +$105K +2,279 +39%
Chevy Chase Trust
381
Chevy Chase Trust
Maryland
$367K – – –
BHIA
382
Birch Hill Investment Advisors
Massachusetts
$362K – – –
SBH
383
Segall Bryant & Hamill
Illinois
$360K +$41.4K +905 +13%
LDFR
384
Lehman & Derafelo Financial Resources
Pennsylvania
$356K – – –
AIM
385
Anchor Investment Management
South Carolina
$351K – – –
PA
386
Pinnacle Associates
New York
$346K – – –
FAFN
387
First Affirmative Financial Network
Colorado
$345K -$9.54K -208 -3%
DP
388
Dearborn Partners
Illinois
$344K +$458 +10 +0.1%
NAMP
389
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$339K – – –
LS
390
Livforsakringsbolaget Skandia
Sweden
$335K -$124K -2,700 -27%
CWM
391
CCG Wealth Management
California
$333K – – –
ABLA
392
Alan B. Lancz & Associates
Ohio
$324K – – –
KC
393
Kingfisher Capital
North Carolina
$321K -$16.9K -369 -5%
JIC
394
Joel Isaacson & Co
New York
$321K +$57.3K +1,250 +22%
PWA
395
Providence Wealth Advisors
Illinois
$316K – – –
JIC
396
Johnson Investment Counsel
Ohio
$315K +$16.4K +358 +6%
MYAM
397
Meiji Yasuda Asset Management
Japan
$315K +$18.8K +410 +6%
COCM
398
Charter Oak Capital Management
New Hampshire
$314K +$13.3K +289 +4%
CG
399
Caprock Group
Idaho
$313K +$31.8K +692 +11%
CC
400
Cannell & Co
New York
$312K -$86K -1,875 -22%
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16
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