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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
GW
451
GW & Wade
Massachusetts
$228K +$4.64K +100 +2%
CF
452
Centaurus Financial
California
$223K -$232 -5 -0.1%
CG
453
Colony Group
Massachusetts
$222K -$19.3K -415 -8%
TMAM
454
Tokio Marine Asset Management
Japan
$221K +$20.6K +444 +10%
EI
455
Ethic Inc
New York
$220K +$5.48K +118 +3%
JAM
456
Jupiter Asset Management
United Kingdom
$218K -$104K -2,246 -32%
CCFCSB
457
Cape Cod Five Cents Savings Bank
Massachusetts
$218K – – –
FCBT
458
First Citizens Bank & Trust
North Carolina
$213K -$14K -301 -6%
HCM
459
Howland Capital Management
Massachusetts
$211K – – –
GIA
460
Gateway Investment Advisers
Ohio
$210K -$76.2K -1,641 -26%
MCM
461
Murphy Capital Management
New Jersey
$209K -$13.9K -300 -6%
H6H
462
Hightower 6M Holding
Kansas
$207K +$209K +4,507 New
AP
463
Advisor Partners
California
$205K +$6.22K +134 +3%
MCC
464
Money Concepts Capital
Florida
$204K -$119K -2,562 -37%
RMDI
465
R.M. Davis Inc
Maine
$203K – – –
MSFS
466
Main Street Financial Solutions
Pennsylvania
$202K +$204K +4,402 New
ACM
467
AlphaCrest Capital Management
New York
$201K -$105K -2,266 -34%
PAM
468
Paradigm Asset Management
New York
$197K +$200K +4,300 New
EIP
469
Ellis Investment Partners
Pennsylvania
$193K +$2.51K +54 +1%
WSCM
470
Wellington Shields Capital Management
New York
$191K – – –
IA
471
IFP Advisors
Florida
$171K – – –
APA
472
American Portfolios Advisors
New York
$166K -$25.2K -542 -13%
Carson Wealth (CWM LLC)
473
Carson Wealth (CWM LLC)
Nebraska
$163K +$129K +2,773 +353%
TC
474
Truvestments Capital
Florida
$161K +$163K +3,506 New
TF
475
Tompkins Financial
New York
$157K – – –
17 18
19
20 21

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.