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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.

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
1
Duff & Phelps Investment Management
Illinois
$95.5M
2
Amundi
2
Amundi
France
$230M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$26.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.09B
5
ZP
5
Zimmer Partners
New York
$45.7M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$0
2
Millennium Management
2
Millennium Management
New York
$50.2M
3
Macquarie Group
3
Macquarie Group
Australia
$47.8M
4
Legal & General Group
4
Legal & General Group
United Kingdom
$101M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$8.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
RF
576
Robbins Farley
New Hampshire
$16K – – –
RMC
577
Resources Management Corp
Connecticut
$15K – – –
NF
578
Norwood Financial
Pennsylvania
$15K – – –
DZ Bank
579
DZ Bank
Germany
$15K +$15K +373 New
C
580
Covestor
United Kingdom
$14K -$19K -457 -58%
QC
581
Quent Capital
New York
$14K – – –
RTC
582
Riverview Trust Company
Washington
$13K – – –
NMG
583
New Millennium Group
Utah
$13K +$41 +1 +0.3%
CAL
584
Capital Advisors Ltd
Ohio
$13K +$1.4K +33 +12%
Jones Financial Companies
585
Jones Financial Companies
Missouri
$13K +$13K +311 New
CB
586
CNB Bank
Pennsylvania
$12K – – –
FCG
587
Financial Connections Group
California
$12K – – –
CFD
588
Creative Financial Designs
Indiana
$12K +$42 +1 +0.4%
GRP
589
Global Retirement Partners
California
$11K +$3.34K +79 +44%
TWC
590
TD Waterhouse Canada
Ontario, Canada
$10.2K – – –
FHA
591
First Horizon Advisors
Tennessee
$9K -$846 -22 -9%
BIA
592
Bell Investment Advisors
California
$9K +$4.77K +116 +113%
OCM
593
Osterweis Capital Management
California
$9K +$9K +206 New
NL
594
NVWM LLC
Pennsylvania
$9K +$9K +221 New
SWM
595
Spire Wealth Management
Virginia
$8K -$127K -3,187 -94%
SC
596
SouthState Corp
Florida
$8K – – –
Bank of Montreal
597
Bank of Montreal
Ontario, Canada
$7.98K -$40.2K -941,734 -83%
SSB
598
Sandy Spring Bank
Maryland
$7K – – –
TSW
599
Thompson Siegel & Walmsley
Virginia
$7K – – –
LC
600
Lindbrook Capital
California
$6K -$1.84K -42 -23%
22 23
24
25 26