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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
AIM
551
Achmea Investment Management
Netherlands
$24K – – –
HFA
552
HC Financial Advisors
California
$24K – – –
SPWG
553
Sage Private Wealth Group
Illinois
$24K +$186 +4 +0.8%
SWA
554
Sutton Wealth Advisors
Florida
$23.8K -$929 -20 -4%
HBW
555
Hazlett, Burt & Watson
West Virginia
$23K – – –
PSB
556
Piscataqua Savings Bank
New Hampshire
$23K – – –
RDFA
557
Ritter Daniher Financial Advisory
Ohio
$23K – – –
SIC
558
Salem Investment Counselors
North Carolina
$23K – – –
DI
559
Disciplined Investments
Oklahoma
$22K – – –
TWA
560
TCI Wealth Advisors
Arizona
$21K – – –
S
561
Surevest
California
$21K +$93 +2 +0.4%
MRCM
562
M&R Capital Management
New Jersey
$20K – – –
CWA
563
Clearview Wealth Advisors
Oregon
$20K +$20K +430 New
EIM
564
Essex Investment Management
Massachusetts
$19K – – –
PB
565
Pinnacle Bancorp
Nebraska
$19K – – –
MWM
566
Mascoma Wealth Management
New Hampshire
$19K +$46 +1 +0.2%
BCPWM
567
Bradley & Co Private Wealth Management
Florida
$19K +$19.7K +424 New
Allspring Global Investments
568
Allspring Global Investments
North Carolina
$18K -$759K -16,340 -98%
JWA
569
JFS Wealth Advisors
Pennsylvania
$18K -$1.76K -38 -9%
CSB
570
City State Bank
Iowa
$17K – – –
NF
571
Norwood Financial
Pennsylvania
$17K – – –
RF
572
Robbins Farley
New Hampshire
$17K – – –
CWP
573
Concord Wealth Partners
Virginia
$17K +$93 +2 +0.5%
IUHSA
574
Itau Unibanco Holding S.A.
Brazil
$17K +$2.23K +48 +15%
PFGIA
575
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$8.45K +182 +98%
21 22
23
24 25

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.