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Essential Utilities
WTRG

Overview Fund Activity

633 hedge funds and large institutions have $7.81B invested in Essential Utilities in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 246 increasing their positions, 173 reducing their positions, and 54 closing their positions.

Holders
633
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
10.95%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
65
Increased
246
Reduced
173
Closed
54
Calls
$14.8M
Puts
$11.6M
Net Calls
+$3.2M
Net Calls Change
+$1.29M

Top Buyers

1
DPIM
1
Duff & Phelps Investment Management
Illinois
$95.5M
2
Amundi
2
Amundi
France
$230M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$26.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.09B
5
ZP
5
Zimmer Partners
New York
$45.7M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$0
2
Millennium Management
2
Millennium Management
New York
$50.2M
3
Macquarie Group
3
Macquarie Group
Australia
$47.8M
4
Legal & General Group
4
Legal & General Group
United Kingdom
$101M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$8.72M
Name Market Value Shares Shares
Change 		Shares
Change %
Macquarie Group
26
Macquarie Group
Australia
$47.8M 1,158,049 -469,928 -29%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$46M 1,110,460 -73,499 -6%
ZP
28
Zimmer Partners
New York
$45.7M 1,105,000 +621,674 +129%
Principal Financial Group
29
Principal Financial Group
Iowa
$45.5M 1,098,447 -146,480 -12%
PCA
30
Personal Capital Advisors
California
$45.2M 1,092,883 +24,616 +2%
Swiss National Bank
31
Swiss National Bank
Switzerland
$44.6M 1,078,886 +38,900 +4%
Zurich Cantonal Bank
32
Zurich Cantonal Bank
Switzerland
$38.2M 923,843 +61,039 +7%
Canada Life
33
Canada Life
Manitoba, Canada
$37.9M 915,044 -29,624 -3%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$37.8M 912,892 +35,858 +4%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$32.8M 792,072 +175,161 +28%
CIMLRA
36
CBRE Investment Management Listed Real Assets
Pennsylvania
$31M 750,068 +14,385 +2%
Deutsche Bank
37
Deutsche Bank
Germany
$30.5M 737,857 -12,493 -2%
ECP
38
Electron Capital Partners
New York
$29.3M 708,649 -224,613 -24%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$28.9M 699,187 +32,555 +5%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$26.9M 649,558 +16,978 +3%
Balyasny Asset Management
41
Balyasny Asset Management
Illinois
$26.7M 645,930 +645,930 New
AQR Capital Management
42
AQR Capital Management
Connecticut
$25.7M 621,386 -26,439 -4%
Bank of America
43
Bank of America
North Carolina
$24.7M 597,423 -61,351 -9%
Allianz Asset Management
44
Allianz Asset Management
Germany
$23.9M 576,802 +14,832 +3%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$22.8M 551,031 -127,021 -19%
ProShare Advisors
46
ProShare Advisors
Maryland
$22.8M 550,087 +51,212 +10%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$21.8M 527,027 +107,563 +26%
GF
48
Gabelli Funds
New York
$20.9M 504,950 -3,100 -0.6%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$20.6M 498,088 -14,356 -3%
Prudential Financial
50
Prudential Financial
New Jersey
$19.6M 462,711 +53,809 +13%
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