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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 %
HFS
601
Heritage Financial Services
Massachusetts
$6K +$6K +146 New
OLVIG
602
Oliver Lagore Vanvalin Investment Group
Michigan
$5K – – –
VCM
603
Versant Capital Management
Arizona
$5K – – –
MAWCM
604
Mine & Arao Wealth Creation & Management
California
$5K +$45 +1 +0.9%
CBT
605
CoreFirst Bank & Trust
Kansas
$5K +$5K +100 New
BIA
606
Bell Investment Advisors
California
$5K +$5K +103 New
OIA
607
Optimum Investment Advisors
Illinois
$5K +$5K +115 New
STCOSD
608
Sageworth Trust Company of South Dakota
South Dakota
$4K – – –
BPC
609
Banque Pictet & Cie
Switzerland
$3.16K +$2.87K +62,649 +1,006%
TCM
610
Tradewinds Capital Management
Washington
$3K -$75.3K -1,757 -96%
GWS
611
Glassman Wealth Services
Virginia
$3K -$1.32K -29 -31%
ME
612
McIlrath & Eck
Washington
$3K – – –
IAMOG
613
Investors Asset Management of Georgia
Georgia
$3K +$3K +66 New
PFS
614
Prospera Financial Services
Texas
$2K -$66.6K -1,332 -97%
SC
615
Schubert & Co
Texas
$2K +$851 +20 +74%
MPWT
616
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.27K +26 +173%
Loomis, Sayles & Company
617
Loomis, Sayles & Company
Massachusetts
$2K +$2K +37 New
VWM
618
Valley Wealth Managers
New Jersey
$2K +$2K +44 New
CFO
619
CVA Family Office
Colorado
$1K -$1.4K -35 -58%
VNA
620
Valley National Advisers
Pennsylvania
$1K – – –
WAS
621
Winch Advisory Services
Wisconsin
$1K – – –
UIA
622
Ulland Investment Advisors
Minnesota
$1K – – –
TFA
623
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
CHA
624
Carmichael Hill & Associates
Maryland
$1K +$1K +25 New
AW
625
Avion Wealth
Texas
$1K +$1K +28 New
23 24
25
26 27