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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.

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
1
Vanguard Group
Pennsylvania
$1.18B
2
Millennium Management
2
Millennium Management
New York
$112M
3
Morgan Stanley
3
Morgan Stanley
New York
$77.9M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$33.7M
5
AAMU
5
AEGON Asset Management (UK)
United Kingdom
$67.5M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$51M
2
AWA
2
Aaron Wealth Advisors
Illinois
$468K
3
ZP
3
Zimmer Partners
New York
$22.2M
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$215M
5
EAM
5
Erste Asset Management
Austria
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NMG
576
New Millennium Group
Utah
$15K +$15K +319 New
CB
577
CNB Bank
Pennsylvania
$14K – – –
RTC
578
Riverview Trust Company
Washington
$14K +$14K +310 New
CAL
579
Capital Advisors Ltd
Ohio
$13K – – –
FCG
580
Financial Connections Group
California
$13K – – –
CFD
581
Creative Financial Designs
Indiana
$13K +$91 +2 +0.7%
TWC
582
TD Waterhouse Canada
Ontario, Canada
$11.1K – – –
FHA
583
First Horizon Advisors
Tennessee
$11K +$10.1K +236 +1,180%
ACA
584
Atlas Capital Advisors
Wyoming
$9.17K – – –
HNWAG
585
High Net Worth Advisory Group
Florida
$9K – – –
SC
586
SouthState Corp
Florida
$9K – – –
TSW
587
Thompson Siegel & Walmsley
Virginia
$8K -$49.2K -1,113 -86%
LC
588
Lindbrook Capital
California
$8K -$313 -7 -4%
GRP
589
Global Retirement Partners
California
$8K +$1.02K +23 +15%
SSB
590
Sandy Spring Bank
Maryland
$8K +$2.83K +58 +55%
FPS
591
Fieldpoint Private Securities
Connecticut
$7K -$17.5K -375 -71%
GKIM
592
GW&K Investment Management
Massachusetts
$7K – – –
MCA
593
Maryland Capital Advisors
Maryland
$7K +$7K +150 New
EI
594
Ellevest Inc
New York
$6K -$8.71K -196 -59%
CTB
595
Country Trust Bank
Illinois
$6K – – –
EW
596
Evoke Wealth
California
$6K – – –
LSA
597
Lansing Street Advisors
Pennsylvania
$6K – – –
CI
598
CX Institutional
Indiana
$6K +$6K +135 New
CWM
599
Castle Wealth Management
Florida
$6K +$6K +136 New
LFG
600
Larson Financial Group
Missouri
$6K +$6K +138 New
22 23
24
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