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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
LSA
426
Leonteq Securities AG
Switzerland
$273K -$13K -280 -4%
CRIG
427
Charter Research & Investment Group
Connecticut
$272K – – –
DWT
428
Dorsey & Whitney Trust
South Dakota
$272K +$1.35K +29 +0.5%
Jane Street
429
Jane Street
New York
$271K -$4.13M -88,969 -94%
FB
430
Fulton Bank
Pennsylvania
$271K -$9.52K -205 -3%
RJT
431
Raymond James Trust
Florida
$270K -$66.4K -1,430 -20%
GWM
432
Geneos Wealth Management
Colorado
$270K -$12.2K -263 -4%
SCA
433
Stillwater Capital Advisors
Pennsylvania
$270K +$89.3K +1,922 +49%
CP
434
Coho Partners
Pennsylvania
$268K – – –
CAAM
435
Cornerstone Advisors Asset Management
Pennsylvania
$267K +$271K +5,825 New
PTC
436
Private Trust Company
Ohio
$260K – – –
LBC
437
Lowe Brockenbrough & Co
Virginia
$259K – – –
SICM
438
Sustainable Insight Capital Management
New York
$256K -$27.9K -600 -10%
LNWWM
439
Laird Norton Wetherby Wealth Management
California
$251K -$109K -2,336 -30%
GT
440
Glenview Trust
Kentucky
$247K – – –
Pacer Advisors
441
Pacer Advisors
Pennsylvania
$243K +$246K +5,289 New
BMWM
442
Brown Miller Wealth Management
Virginia
$241K +$232 +5 +0.1%
AWM
443
Accel Wealth Management
Iowa
$240K +$883 +19 +0.4%
UF
444
Univest Financial
Pennsylvania
$237K -$21.2K -457 -8%
IIC
445
Ironwood Investment Counsel
Arizona
$233K – – –
NICM
446
Neo Ivy Capital Management
New York
$233K +$237K +5,092 New
NFG
447
Nations Financial Group
Iowa
$231K +$697 +15 +0.3%
MAM
448
Martingale Asset Management
Massachusetts
$230K -$23.2K -500 -9%
JFGIW
449
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$229K – – –
RHBC
450
R.H. Bluestein & Co
Michigan
$229K – – –
16 17
18
19 20

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.