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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.

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
1
Vanguard Group
Pennsylvania
$1.18B
2
Millennium Management
2
Millennium Management
New York
$112M
3
Morgan Stanley
3
Morgan Stanley
New York
$77.9M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$33.7M
5
AAMU
5
AEGON Asset Management (UK)
United Kingdom
$67.5M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$51M
2
AWA
2
Aaron Wealth Advisors
Illinois
$468K
3
ZP
3
Zimmer Partners
New York
$22.2M
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$215M
5
EAM
5
Erste Asset Management
Austria
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$54.3M 1,183,959 -2,383 -0.2%
BC
27
Brookfield Corp
Ontario, Canada
$54.3M 1,183,850 +58,723 +5%
Jennison Associates
28
Jennison Associates
New York
$51M 1,113,074 -1,021,767 -48%
Cohen & Steers
29
Cohen & Steers
New York
$50.6M 1,102,993 +12,151 +1%
PCA
30
Personal Capital Advisors
California
$49M 1,068,267 +31,152 +3%
Swiss National Bank
31
Swiss National Bank
Switzerland
$47.7M 1,039,986 – –
Canada Life
32
Canada Life
Manitoba, Canada
$43.3M 944,668 +1,103 +0.1%
ECP
33
Electron Capital Partners
New York
$42.8M 933,262 -97,539 -9%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$40.2M 877,034 +153,022 +21%
Zurich Cantonal Bank
35
Zurich Cantonal Bank
Switzerland
$39.6M 862,804 +283,810 +49%
Deutsche Bank
36
Deutsche Bank
Germany
$34.4M 750,350 +103,132 +16%
CIMLRA
37
CBRE Investment Management Listed Real Assets
Pennsylvania
$33.7M 735,683 +735,683 New
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$31.1M 678,052 -47,795 -7%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$30.6M 666,632 +58,373 +10%
Bank of America
40
Bank of America
North Carolina
$30.2M 658,774 -38,230 -5%
AQR Capital Management
41
AQR Capital Management
Connecticut
$29.5M 647,825 -26,764 -4%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$29M 632,580 +37,769 +6%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$28.3M 616,911 +329,352 +115%
Allianz Asset Management
44
Allianz Asset Management
Germany
$25.8M 561,970 +37,262 +7%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$23.5M 512,444 -32,557 -6%
GF
46
Gabelli Funds
New York
$23.3M 508,050 -4,650 -0.9%
ProShare Advisors
47
ProShare Advisors
Maryland
$22.9M 498,875 +10,331 +2%
ZP
48
Zimmer Partners
New York
$22.2M 483,326 -429,396 -47%
Point72 Asset Management
49
Point72 Asset Management
Connecticut
$21.6M 471,857 -9,200 -2%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$21.3M 464,932 -18,392 -4%
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