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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.

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

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$0
2
Millennium Management
Millennium Management
New York
$50.2M
3
Macquarie Group
Macquarie Group
Australia
$47.8M
4
Legal & General Group
Legal & General Group
United Kingdom
$101M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$8.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
501
Hudock Inc
Pennsylvania
$103K – – –
GWSG
502
GPS Wealth Strategies Group
Colorado
$103K +$247 +6 +0.2%
CNBTD
503
Citizens National Bank Trust Department
Mississippi
$101K – – –
GWM
504
Geneos Wealth Management
Colorado
$97K -$137K -3,331 -58%
HI
505
Harbour Investments
Wisconsin
$97K – – –
Allspring Global Investments
506
Allspring Global Investments
North Carolina
$97K +$80.7K +1,966 +495%
AA
507
Addison Advisors
Vermont
$96K – – –
MA
508
Montag & Associates
Georgia
$95K – – –
AF
509
Allworth Financial
California
$92K +$15.5K +377 +20%
IUHSA
510
Itau Unibanco Holding S.A.
Brazil
$90K +$75.1K +1,826 +506%
TVWM
511
Tower View Wealth Management
Wisconsin
$87K +$36.1K +868 +71%
AIC
512
Archer Investment Corporation
Indiana
$81.1K – – –
MHR
513
Matthew Hamilton Rosenberg
$79K – – –
TCOV
514
Trust Company of Vermont
Vermont
$78K – – –
VLKIM
515
Van Lanschot Kempen Investment Management
Netherlands
$75K +$75K +1,802 New
BWM
516
Baystate Wealth Management
Massachusetts
$73K +$288 +7 +0.4%
CI Investments Inc
517
CI Investments Inc
Ontario, Canada
$70K -$3.6K -87 -5%
JGIA
518
Jackson Grant Investment Advisers
Connecticut
$70K – – –
BBHC
519
Brown Brothers Harriman & Co
New York
$70K +$8.83K +212 +14%
WSC
520
Wellington Shields & Co
New York
$69K – – –
BSWA
521
Bromfield Sneider Wealth Advisors
Massachusetts
$69K – – –
PA
522
Parallel Advisors
California
$67K +$5.54K +134 +9%
ETH
523
Exos TFP Holdings
New York
$67K +$67K +1,620 New
OSNBOA
524
Old Second National Bank of Aurora
Illinois
$66K – – –
HR
525
Howe & Rusling
New York
$65K – – –
19 20
21
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