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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 %
SWA
551
Sutton Wealth Advisors
Florida
$23.8K -$917 -20 -4%
SIC
552
Salem Investment Counselors
North Carolina
$23K – – –
HBW
553
Hazlett, Burt & Watson
West Virginia
$23K – – –
PSB
554
Piscataqua Savings Bank
New Hampshire
$23K – – –
RDFA
555
Ritter Daniher Financial Advisory
Ohio
$23K – – –
DI
556
Disciplined Investments
Oklahoma
$22K – – –
TWA
557
TCI Wealth Advisors
Arizona
$21K – – –
S
558
Surevest
California
$21K +$91 +2 +0.4%
MRCM
559
M&R Capital Management
New Jersey
$20K – – –
CWA
560
Clearview Wealth Advisors
Oregon
$20K +$20K +430 New
EIM
561
Essex Investment Management
Massachusetts
$19K – – –
PB
562
Pinnacle Bancorp
Nebraska
$19K – – –
MWM
563
Mascoma Wealth Management
New Hampshire
$19K +$47 +1 +0.2%
BCPWM
564
Bradley & Co Private Wealth Management
Florida
$19K +$19K +424 New
Allspring Global Investments
565
Allspring Global Investments
North Carolina
$18K -$741K -16,340 -98%
JWA
566
JFS Wealth Advisors
Pennsylvania
$18K -$1.75K -38 -9%
RF
567
Robbins Farley
New Hampshire
$17K – – –
NF
568
Norwood Financial
Pennsylvania
$17K – – –
CSB
569
City State Bank
Iowa
$17K – – –
CWP
570
Concord Wealth Partners
Virginia
$17K +$89 +2 +0.5%
IUHSA
571
Itau Unibanco Holding S.A.
Brazil
$17K +$2.26K +48 +15%
PFGIA
572
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$8.41K +182 +98%
RMC
573
Resources Management Corp
Connecticut
$16K – – –
CA
574
CoreCap Advisors
Michigan
$16K +$16K +352 New
QC
575
Quent Capital
New York
$15K -$266 -6 -2%
21 22
23
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