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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.

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

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$51M
2
AWA
Aaron Wealth Advisors
Illinois
$468K
3
ZP
Zimmer Partners
New York
$22.2M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$215M
5
EAM
Erste Asset Management
Austria
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VVP
476
Venture Visionary Partners
Ohio
$153K +$153K +3,346 New
BFEC
477
Benjamin F. Edwards & Company
Missouri
$153K – – –
National Bank of Canada
478
National Bank of Canada
Quebec, Canada
$144K -$20.4K -445 -12%
HDIM
479
Hanson & Doremus Investment Management
Vermont
$144K – – –
WT
480
Washington Trust
Rhode Island
$134K – – –
BONH
481
Bank of New Hampshire
New Hampshire
$132K – – –
BC
482
Bartlett & Co
Ohio
$127K +$1.7K +37 +1%
BCWM
483
Bartlett & Co Wealth Management
Ohio
$127K +$1.7K +37 +1%
TPCW
484
TD Private Client Wealth
New York
$124K – – –
OPW
485
Oxler Private Wealth
New York
$117K +$117K +2,543 New
GWSG
486
GPS Wealth Strategies Group
Colorado
$114K -$14.6K -319 -11%
HI
487
Hudock Inc
Pennsylvania
$114K – – –
CNBTD
488
Citizens National Bank Trust Department
Mississippi
$112K – – –
QCG
489
Quadrant Capital Group
Ohio
$108K -$6.62K -144 -6%
CA
490
Clearstead Advisors
Ohio
$106K +$640 +14 +0.6%
AA
491
Addison Advisors
Vermont
$106K +$68.7K +1,500 +185%
MA
492
Montag & Associates
Georgia
$105K -$22.8K -500 -18%
Fifth Third Bancorp
493
Fifth Third Bancorp
Ohio
$102K +$85K +1,846 +502%
HI
494
Harbour Investments
Wisconsin
$97K +$97K +2,108 New
LWCFA
495
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$92K – – –
MHR
496
Matthew Hamilton Rosenberg
$90K – – –
AIC
497
Archer Investment Corporation
Indiana
$89.8K – – –
TCOV
498
Trust Company of Vermont
Vermont
$86K +$86K +1,875 New
AF
499
Allworth Financial
California
$85K +$366 +8 +0.4%
TCWM
500
Total Clarity Wealth Management
Illinois
$85K +$85K +1,864 New
18 19
20
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