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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 %
SCA
526
Stonebridge Capital Advisors
Minnesota
$49K – – –
ADL
527
Asset Dedication LLC
California
$48K – – –
PCG
528
Private Capital Group
Connecticut
$47K -$22.5K -493 -32%
SWM
529
Selective Wealth Management
Virginia
$46K +$13.8K +300 +43%
M
530
MOTCO
Texas
$44K – – –
CP
531
Corbenic Partners
Pennsylvania
$42K – – –
GWA
532
Gibson Wealth Advisors
Texas
$41K – – –
AW
533
ACG Wealth
Georgia
$41K +$41K +900 New
FF
534
FourThought Financial
Florida
$38K +$9.22K +200 +32%
PK
535
Pflug Koory
Nebraska
$37K – – –
FCT
536
First Community Trust
Iowa
$37K – – –
C
537
Covestor
United Kingdom
$36K -$17.3K -382 -32%
Simplex Trading
538
Simplex Trading
Illinois
$36K +$36K +800 New
MA
539
MCF Advisors
Kentucky
$34K +$183 +4 +0.5%
CFGS
540
Concourse Financial Group Securities
Alabama
$32K – – –
PGAM
541
Princeton Global Asset Management
New Jersey
$32K – – –
1IA
542
1834 Investment Advisors
Wisconsin
$32K – – –
HF
543
Halpern Financial
Virginia
$30.2K – – –
FPB
544
First PREMIER Bank
South Dakota
$30K – – –
SWA
545
SOA Wealth Advisors
New York
$30K +$179 +4 +0.6%
HWA
546
HHM Wealth Advisors
Tennessee
$26K – – –
NFSG
547
Newbridge Financial Services Group
Florida
$24K -$4.95K -107 -17%
HFA
548
HC Financial Advisors
California
$24K – – –
AIM
549
Achmea Investment Management
Netherlands
$24K – – –
SPWG
550
Sage Private Wealth Group
Illinois
$24K +$186 +4 +0.8%
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