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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
AF
526
Arrow Financial
New York
$50K – – –
FCB
527
First Command Bank
Texas
$50K – – –
FCFS
528
First Command Financial Services
Texas
$50K – – –
SCA
529
Stonebridge Capital Advisors
Minnesota
$49K – – –
ADL
530
Asset Dedication LLC
California
$48K – – –
PCG
531
Private Capital Group
Connecticut
$47K -$22.9K -493 -32%
SWM
532
Selective Wealth Management
Virginia
$46K +$13.9K +300 +43%
M
533
MOTCO
Texas
$44K – – –
CP
534
Corbenic Partners
Pennsylvania
$42K – – –
GWA
535
Gibson Wealth Advisors
Texas
$41K – – –
AW
536
ACG Wealth
Georgia
$41K +$41.8K +900 New
FF
537
FourThought Financial
Florida
$38K +$9.29K +200 +32%
FCT
538
First Community Trust
Iowa
$37K – – –
PK
539
Pflug Koory
Nebraska
$37K – – –
C
540
Covestor
United Kingdom
$36K -$17.7K -382 -32%
Simplex Trading
541
Simplex Trading
Illinois
$36K +$37.2K +800 New
MA
542
MCF Advisors
Kentucky
$34K +$186 +4 +0.5%
1IA
543
1834 Investment Advisors
Wisconsin
$32K – – –
CFGS
544
Concourse Financial Group Securities
Alabama
$32K – – –
PGAM
545
Princeton Global Asset Management
New Jersey
$32K – – –
HF
546
Halpern Financial
Virginia
$30.2K – – –
FPB
547
First PREMIER Bank
South Dakota
$30K – – –
SWA
548
SOA Wealth Advisors
New York
$30K +$186 +4 +0.6%
HWA
549
HHM Wealth Advisors
Tennessee
$26K – – –
NFSG
550
Newbridge Financial Services Group
Florida
$24K -$4.97K -107 -17%
20 21
22
23 24

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.