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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
TCOV
501
Trust Company of Vermont
Vermont
$86K +$87.1K +1,875 New
AF
502
Allworth Financial
California
$85K +$372 +8 +0.4%
TCWM
503
Total Clarity Wealth Management
Illinois
$85K +$86.6K +1,864 New
CI Investments Inc
504
CI Investments Inc
Ontario, Canada
$82K -$64K -1,378 -44%
BWM
505
Baystate Wealth Management
Massachusetts
$81K +$279 +6 +0.3%
JGIA
506
Jackson Grant Investment Advisers
Connecticut
$78K – – –
PI
507
PEAK6 Investments
Illinois
$77K +$48K +1,033 +157%
BSWA
508
Bromfield Sneider Wealth Advisors
Massachusetts
$76K – – –
WSC
509
Wellington Shields & Co
New York
$76K +$77.4K +1,666 New
OSNBOA
510
Old Second National Bank of Aurora
Illinois
$73K – – –
HR
511
Howe & Rusling
New York
$72K -$72.5K -1,560 -50%
CT
512
Clearstead Trust
Maine
$69K – – –
EWM
513
Endurance Wealth Management
Rhode Island
$69K – – –
PA
514
Parallel Advisors
California
$68K -$4.97K -107 -7%
BBHC
515
Brown Brothers Harriman & Co
New York
$67K +$46.4K +1,000 +214%
KC
516
Kepos Capital
New York
$64K -$103K -2,224 -62%
S
517
SignatureFD
Georgia
$60K -$56.9K -1,226 -48%
CJL
518
Cyrus J. Lawrence
New York
$59K – – –
BTI
519
Blue Trust Inc
Georgia
$59K +$53K +1,142 New
SIS
520
Sound Income Strategies
Florida
$58K +$93 +2 +0.2%
PFSC
521
Peoples Financial Services Corp
Pennsylvania
$57K – – –
TVWM
522
Tower View Wealth Management
Wisconsin
$56K +$325 +7 +0.6%
BCM
523
Birch Capital Management
Texas
$53.6K – – –
CWC
524
Carolinas Wealth Consulting
North Carolina
$53K -$46 -1 -0.1%
Bank of Montreal
525
Bank of Montreal
Ontario, Canada
$51.9K +$7.98M +171,733 +18%
19 20
21
22 23

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.