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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 %
EWM
526
Endurance Wealth Management
Rhode Island
$62K – – –
T
527
TOBAM
France
$60K +$60K +1,439 New
LWCFA
528
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$58K -$24.9K -600 -30%
S
529
SignatureFD
Georgia
$55K +$1.03K +25 +2%
Simplex Trading
530
Simplex Trading
Illinois
$55K +$22.1K +536 +67%
LS
531
Livforsakringsbolaget Skandia
Sweden
$54K -$249K -6,000 -82%
SIS
532
Sound Income Strategies
Florida
$52K -$375 -9 -0.7%
BTI
533
Blue Trust Inc
Georgia
$51K -$2.09K -45 -4%
PFSC
534
Peoples Financial Services Corp
Pennsylvania
$51K – – –
CWC
535
Carolinas Wealth Consulting
North Carolina
$48K – – –
SCA
536
Stonebridge Capital Advisors
Minnesota
$47K +$2.6K +63 +6%
AF
537
Arrow Financial
New York
$45K – – –
SWA
538
SOA Wealth Advisors
New York
$44K +$16.6K +404 +60%
ADL
539
Asset Dedication LLC
California
$43K – – –
SWM
540
Selective Wealth Management
Virginia
$41K – – –
M
541
MOTCO
Texas
$40K – – –
HBW
542
Hazlett, Burt & Watson
West Virginia
$39K +$19K +475 +95%
GWA
543
Gibson Wealth Advisors
Texas
$37K – – –
PK
544
Pflug Koory
Nebraska
$34K – – –
FF
545
FourThought Financial
Florida
$34K – – –
FCT
546
First Community Trust
Iowa
$33K – – –
CFGS
547
Concourse Financial Group Securities
Alabama
$32K +$3.14K +76 +11%
MA
548
MCF Advisors
Kentucky
$31K +$207 +5 +0.7%
PGAM
549
Princeton Global Asset Management
New Jersey
$29K – – –
FCB
550
First Command Bank
Texas
$28K -$17.6K -419 -39%
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