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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 %
CCG
401
Capital CS Group
California
$306K – – –
MWP
402
Meridian Wealth Partners
Pennsylvania
$302K +$1.88K +41 +0.6%
HI
403
Humankind Investments
New York
$301K -$178K -3,877 -37%
CB
404
Commerce Bank
Missouri
$300K +$7.88K +172 +3%
JPMPWA
405
J.P. Morgan Private Wealth Advisors
California
$298K +$4.39K +96 +1%
ACM
406
Advisors Capital Management
New Jersey
$297K -$688 -15 -0.2%
HIC
407
Hartline Investment Corp
Illinois
$293K +$71K +1,500 +32%
CCM
408
Coldstream Capital Management
Washington
$292K -$6.78K -148 -2%
OWP
409
Obermeyer Wealth Partners
Colorado
$291K – – –
DC
410
Davenport & Co
Virginia
$291K +$29.2K +636 +11%
FAB
411
First American Bank
Illinois
$288K -$2.06M -44,926 -88%
MFG
412
MidWestOne Financial Group
Iowa
$287K – – –
BCA
413
Bay Colony Advisors
Massachusetts
$287K – – –
CCA
414
Conestoga Capital Advisors
Pennsylvania
$286K – – –
PWLP
415
Prio Wealth Limited Partnership
Massachusetts
$286K – – –
PD
416
Planning Directions
Pennsylvania
$285K +$30.8K +670 +12%
Northwestern Mutual Wealth Management
417
Northwestern Mutual Wealth Management
Wisconsin
$284K -$22.9K -499 -7%
V
418
Veritable
Delaware
$284K +$9.44K +206 +3%
ATC
419
Argent Trust Co
Tennessee
$283K – – –
SWP
420
Stratos Wealth Partners
Ohio
$280K +$643 +14 +0.2%
BHWM
421
Bar Harbor Wealth Management
New Hampshire
$278K – – –
BIA
422
Bigelow Investment Advisors
Maine
$276K – – –
William Blair & Company
423
William Blair & Company
Illinois
$273K +$22.9K +500 +9%
CRIG
424
Charter Research & Investment Group
Connecticut
$272K – – –
DWT
425
Dorsey & Whitney Trust
South Dakota
$272K +$1.33K +29 +0.5%
15 16
17
18 19