We are live on ! Find out more
WTRG icon

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
RMC
576
Resources Management Corp
Connecticut
$16K – – –
CA
577
CoreCap Advisors
Michigan
$16K +$16.4K +352 New
QC
578
Quent Capital
New York
$15K -$279 -6 -2%
NMG
579
New Millennium Group
Utah
$15K +$14.8K +319 New
CB
580
CNB Bank
Pennsylvania
$14K – – –
RTC
581
Riverview Trust Company
Washington
$14K +$14.4K +310 New
CAL
582
Capital Advisors Ltd
Ohio
$13K – – –
FCG
583
Financial Connections Group
California
$13K – – –
CFD
584
Creative Financial Designs
Indiana
$13K +$93 +2 +0.7%
TWC
585
TD Waterhouse Canada
Ontario, Canada
$11.1K – – –
FHA
586
First Horizon Advisors
Tennessee
$11K +$11K +236 +1,180%
ASBI
587
American State Bank (Iowa)
Iowa
$9.63K +$9.75K +210 New
ACA
588
Atlas Capital Advisors
Wyoming
$9.17K – – –
HNWAG
589
High Net Worth Advisory Group
Florida
$9K – – –
SC
590
SouthState Corp
Florida
$9K – – –
TSW
591
Thompson Siegel & Walmsley
Virginia
$8K -$51.7K -1,113 -86%
LC
592
Lindbrook Capital
California
$8K -$325 -7 -4%
GRP
593
Global Retirement Partners
California
$8K +$1.07K +23 +15%
SSB
594
Sandy Spring Bank
Maryland
$8K +$2.69K +58 +55%
FPS
595
Fieldpoint Private Securities
Connecticut
$7K -$17.4K -375 -71%
GKIM
596
GW&K Investment Management
Massachusetts
$7K – – –
MCA
597
Maryland Capital Advisors
Maryland
$7K +$6.97K +150 New
EI
598
Ellevest Inc
New York
$6K -$9.1K -196 -59%
CTB
599
Country Trust Bank
Illinois
$6K – – –
EW
600
Evoke Wealth
California
$6K – – –
22 23
24
25 26

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.