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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 %
CI Investments Inc
501
CI Investments Inc
Ontario, Canada
$82K -$63.5K -1,378 -44%
BWM
502
Baystate Wealth Management
Massachusetts
$81K +$275 +6 +0.3%
JGIA
503
Jackson Grant Investment Advisers
Connecticut
$78K – – –
PI
504
PEAK6 Investments
Illinois
$77K +$47.1K +1,033 +157%
BSWA
505
Bromfield Sneider Wealth Advisors
Massachusetts
$76K – – –
WSC
506
Wellington Shields & Co
New York
$76K +$76K +1,666 New
OSNBOA
507
Old Second National Bank of Aurora
Illinois
$73K – – –
HR
508
Howe & Rusling
New York
$72K -$72K -1,560 -50%
EWM
509
Endurance Wealth Management
Rhode Island
$69K – – –
CT
510
Clearstead Trust
Maine
$69K – – –
PA
511
Parallel Advisors
California
$68K -$4.9K -107 -7%
BBHC
512
Brown Brothers Harriman & Co
New York
$67K +$45.6K +1,000 +214%
KC
513
Kepos Capital
New York
$64K -$103K -2,224 -62%
S
514
SignatureFD
Georgia
$60K -$56.2K -1,226 -48%
CJL
515
Cyrus J. Lawrence
New York
$59K – – –
BTI
516
Blue Trust Inc
Georgia
$59K +$59K +1,142 New
SIS
517
Sound Income Strategies
Florida
$58K +$92 +2 +0.2%
PFSC
518
Peoples Financial Services Corp
Pennsylvania
$57K – – –
TVWM
519
Tower View Wealth Management
Wisconsin
$56K +$321 +7 +0.6%
BCM
520
Birch Capital Management
Texas
$53.6K – – –
CWC
521
Carolinas Wealth Consulting
North Carolina
$53K -$45 -1 -0.1%
Bank of Montreal
522
Bank of Montreal
Ontario, Canada
$51.9K +$7.89K +171,733 +18%
AF
523
Arrow Financial
New York
$50K – – –
FCFS
524
First Command Financial Services
Texas
$50K – – –
FCB
525
First Command Bank
Texas
$50K – – –
19 20
21
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