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Essential Utilities

WTRG

Market cap $11.2B

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

Holding in Top 10 Change

Holding in Top 10 Change %

+100%

% of All Funds

0.1%

New

Increased

221

Reduced

190

Closed

Calls

$3.44M

Puts

$1.54M

Net Calls

+$1.91M

Net Calls Change

-$755K

Top Buyers

1	Vanguard Group Malvern, Pennsylvania	+$46.8M
2	Millennium Management New York	+$45.2M
3	Morgan Stanley New York	+$37M
4	CIMLRA CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	+$34.2M
5	AAMU AEGON Asset Management (UK) Edinburgh, United Kingdom	+$33.2M

Top Sellers

1	Jennison Associates New York	-$47.5M
2	AWA Aaron Wealth Advisors Chicago, Illinois	-$26.1M
3	ZP Zimmer Partners New York	-$19.9M
4	Impax Asset Management Group London, United Kingdom	-$15.7M
5	EAM Erste Asset Management Vienna, Austria	-$11.4M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	26 Dimensional Fund Advisors Austin, Texas	$54.3M	-$111K	-2,383	-0.2%
27	BC 27 Brookfield Corp Toronto, Ontario, Canada	$54.3M	+$2.73M	+58,723	+5%
28	28 Jennison Associates New York	$51M	-$47.5M	-1,021,767	-48%
29	29 Cohen & Steers New York	$50.6M	+$564K	+12,151	+1%
30	PCA 30 Personal Capital Advisors Redwood City, California	$49M	+$1.45M	+31,152	+3%
31	31 Swiss National Bank Zurich, Switzerland	$47.7M	–	–	–
32	32 Canada Life Winnipeg, Manitoba, Canada	$43.3M	+$51.2K	+1,103	+0.1%
33	ECP 33 Electron Capital Partners New York	$42.8M	-$4.53M	-97,539	-9%
34	N 34 Nuveen Charlotte, North Carolina	$40.2M	+$7.11M	+153,022	+21%
35	35 Zurich Cantonal Bank Zurich, Switzerland	$39.6M	+$13.2M	+283,810	+49%
36	36 Deutsche Bank Frankfurt Am Main Ge, Germany	$34.4M	+$4.79M	+103,132	+16%
37	CIMLRA 37 CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$33.7M	+$34.2M	+735,683	New
38	38 New York State Common Retirement Fund Albany, New York	$31.1M	-$2.22M	-47,795	-7%
39	39 RhumbLine Advisers Boston, Massachusetts	$30.6M	+$2.71M	+58,373	+10%
40	40 Bank of America Charlotte, North Carolina	$30.2M	-$1.78M	-38,230	-5%
41	41 AQR Capital Management Greenwich, Connecticut	$29.5M	-$1.24M	-26,764	-4%
42	42 Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$29M	+$1.75M	+37,769	+6%
43	43 Fidelity Investments Boston, Massachusetts	$28.3M	+$15.3M	+329,352	+115%
44	44 Allianz Asset Management Munich, Germany	$25.8M	+$1.73M	+37,262	+7%
45	45 JP Morgan Chase New York	$23.5M	-$1.51M	-32,557	-6%
46	GF 46 Gabelli Funds Rye, New York	$23.3M	-$216K	-4,650	-0.9%
47	47 ProShare Advisors Bethesda, Maryland	$22.9M	+$480K	+10,331	+2%
48	ZP 48 Zimmer Partners New York	$22.2M	-$19.9M	-429,396	-47%
49	49 Point72 Asset Management Stamford, Connecticut	$21.6M	-$427K	-9,200	-2%
50	50 California State Teachers Retirement System (CalSTRS) West Sacramento, California	$21.3M	-$854K	-18,392	-4%