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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
TI
476
Tidal Investments
Wisconsin
$156K -$63.3K -1,363 -29%
SWM
477
Spire Wealth Management
Virginia
$155K – – –
DAC
478
Dividend Assets Capital
South Carolina
$154K – – –
VVP
479
Venture Visionary Partners
Ohio
$153K +$155K +3,346 New
BFEC
480
Benjamin F. Edwards & Company
Missouri
$153K – – –
National Bank of Canada
481
National Bank of Canada
Quebec, Canada
$144K -$20.7K -445 -12%
HDIM
482
Hanson & Doremus Investment Management
Vermont
$144K – – –
WT
483
Washington Trust
Rhode Island
$134K – – –
BONH
484
Bank of New Hampshire
New Hampshire
$132K – – –
BC
485
Bartlett & Co
Ohio
$127K +$1.72K +37 +1%
BCWM
486
Bartlett & Co Wealth Management
Ohio
$127K +$1.72K +37 +1%
TPCW
487
TD Private Client Wealth
New York
$124K – – –
OPW
488
Oxler Private Wealth
New York
$117K +$118K +2,543 New
GWSG
489
GPS Wealth Strategies Group
Colorado
$114K -$14.8K -319 -11%
HI
490
Hudock Inc
Pennsylvania
$114K – – –
CNBTD
491
Citizens National Bank Trust Department
Mississippi
$112K – – –
QCG
492
Quadrant Capital Group
Ohio
$108K -$6.69K -144 -6%
CA
493
Clearstead Advisors
Ohio
$106K +$650 +14 +0.6%
AA
494
Addison Advisors
Vermont
$106K +$69.7K +1,500 +185%
MA
495
Montag & Associates
Georgia
$105K -$23.2K -500 -18%
Fifth Third Bancorp
496
Fifth Third Bancorp
Ohio
$102K +$85.7K +1,846 +502%
HI
497
Harbour Investments
Wisconsin
$97K +$97.9K +2,108 New
LWCFA
498
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$92K – – –
MHR
499
Matthew Hamilton Rosenberg
$90K – – –
AIC
500
Archer Investment Corporation
Indiana
$89.8K – – –
18 19
20
21 22

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.