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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
+$46.2M
2
Millennium Management
Millennium Management
New York
+$44.6M
3
Morgan Stanley
Morgan Stanley
New York
+$36.6M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$33.7M
5
AAMU
AEGON Asset Management (UK)
United Kingdom
+$32.7M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$46.8M
2
AWA
Aaron Wealth Advisors
Illinois
-$25.8M
3
ZP
Zimmer Partners
New York
-$19.7M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$15.5M
5
EAM
Erste Asset Management
Austria
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TMAM
451
Tokio Marine Asset Management
Japan
$221K +$20.4K +444 +10%
EI
452
Ethic Inc
New York
$220K +$5.4K +118 +3%
JAM
453
Jupiter Asset Management
United Kingdom
$218K -$103K -2,246 -32%
CCFCSB
454
Cape Cod Five Cents Savings Bank
Massachusetts
$218K – – –
FCBT
455
First Citizens Bank & Trust
North Carolina
$213K -$13.8K -301 -6%
HCM
456
Howland Capital Management
Massachusetts
$211K – – –
GIA
457
Gateway Investment Advisers
Ohio
$210K -$75.1K -1,641 -26%
MCM
458
Murphy Capital Management
New Jersey
$209K -$13.7K -300 -6%
H6H
459
Hightower 6M Holding
Kansas
$207K +$207K +4,507 New
AP
460
Advisor Partners
California
$205K +$6.16K +134 +3%
MCC
461
Money Concepts Capital
Florida
$204K -$122K -2,562 -37%
RMDI
462
R.M. Davis Inc
Maine
$203K – – –
MSFS
463
Main Street Financial Solutions
Pennsylvania
$202K +$202K +4,402 New
ACM
464
AlphaCrest Capital Management
New York
$201K -$104K -2,266 -34%
PAM
465
Paradigm Asset Management
New York
$197K +$197K +4,300 New
EIP
466
Ellis Investment Partners
Pennsylvania
$193K +$2.47K +54 +1%
WSCM
467
Wellington Shields Capital Management
New York
$191K – – –
IA
468
IFP Advisors
Florida
$171K – – –
APA
469
American Portfolios Advisors
New York
$166K -$24.9K -542 -13%
Carson Wealth (CWM LLC)
470
Carson Wealth (CWM LLC)
Nebraska
$163K +$127K +2,773 +353%
TC
471
Truvestments Capital
Florida
$161K +$161K +3,506 New
TF
472
Tompkins Financial
New York
$157K – – –
TI
473
Tidal Investments
Wisconsin
$156K -$62.7K -1,363 -29%
SWM
474
Spire Wealth Management
Virginia
$155K – – –
DAC
475
Dividend Assets Capital
South Carolina
$154K – – –
17 18
19
20 21