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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 %
Jane Street
426
Jane Street
New York
$271K -$4.08M -88,969 -94%
FB
427
Fulton Bank
Pennsylvania
$271K -$9.4K -205 -3%
RJT
428
Raymond James Trust
Florida
$270K -$65.5K -1,430 -20%
GWM
429
Geneos Wealth Management
Colorado
$270K -$12.5K -263 -4%
SCA
430
Stillwater Capital Advisors
Pennsylvania
$270K +$88.3K +1,922 +49%
CP
431
Coho Partners
Pennsylvania
$268K – – –
CAAM
432
Cornerstone Advisors Asset Management
Pennsylvania
$267K +$267K +5,825 New
PTC
433
Private Trust Company
Ohio
$260K – – –
LBC
434
Lowe Brockenbrough & Co
Virginia
$259K – – –
SICM
435
Sustainable Insight Capital Management
New York
$256K -$29.5K -600 -10%
LNWWM
436
Laird Norton Wetherby Wealth Management
California
$251K -$107K -2,336 -30%
GT
437
Glenview Trust
Kentucky
$247K – – –
Pacer Advisors
438
Pacer Advisors
Pennsylvania
$243K +$243K +5,289 New
BMWM
439
Brown Miller Wealth Management
Virginia
$241K +$229 +5 +0.1%
AWM
440
Accel Wealth Management
Iowa
$240K +$902 +19 +0.4%
UF
441
Univest Financial
Pennsylvania
$237K -$20.9K -457 -8%
IIC
442
Ironwood Investment Counsel
Arizona
$233K – – –
NICM
443
Neo Ivy Capital Management
New York
$233K +$233K +5,092 New
NFG
444
Nations Financial Group
Iowa
$231K +$688 +15 +0.3%
MAM
445
Martingale Asset Management
Massachusetts
$230K -$23K -500 -9%
RHBC
446
R.H. Bluestein & Co
Michigan
$229K – – –
JFGIW
447
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$229K – – –
GW
448
GW & Wade
Massachusetts
$228K +$4.59K +100 +2%
CF
449
Centaurus Financial
California
$223K -$229 -5 -0.1%
CG
450
Colony Group
Massachusetts
$222K -$19K -415 -8%
16 17
18
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