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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
LSA
601
Lansing Street Advisors
Pennsylvania
$6K – – –
CI
602
CX Institutional
Indiana
$6K +$6.27K +135 New
CWM
603
Castle Wealth Management
Florida
$6K +$6.32K +136 New
LFG
604
Larson Financial Group
Missouri
$6K +$6.41K +138 New
HFS
605
Heritage Financial Services
Massachusetts
$6K +$6.78K +146 New
OLVIG
606
Oliver Lagore Vanvalin Investment Group
Michigan
$5K – – –
VCM
607
Versant Capital Management
Arizona
$5K – – –
MAWCM
608
Mine & Arao Wealth Creation & Management
California
$5K +$46 +1 +0.9%
CBT
609
CoreFirst Bank & Trust
Kansas
$5K +$4.64K +100 New
BIA
610
Bell Investment Advisors
California
$5K +$4.78K +103 New
OIA
611
Optimum Investment Advisors
Illinois
$5K +$5.34K +115 New
STCOSD
612
Sageworth Trust Company of South Dakota
South Dakota
$4K – – –
BPC
613
Banque Pictet & Cie
Switzerland
$3.16K +$2.91M +62,649 +1,006%
TCM
614
Tradewinds Capital Management
Washington
$3K -$81.6K -1,757 -96%
GWS
615
Glassman Wealth Services
Virginia
$3K -$1.35K -29 -31%
ME
616
McIlrath & Eck
Washington
$3K – – –
IAMOG
617
Investors Asset Management of Georgia
Georgia
$3K +$3.07K +66 New
PFS
618
Prospera Financial Services
Texas
$2K -$61.9K -1,332 -97%
SC
619
Schubert & Co
Texas
$2K +$929 +20 +74%
MPWT
620
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.21K +26 +173%
Loomis, Sayles & Company
621
Loomis, Sayles & Company
Massachusetts
$2K +$1.72K +37 New
VWM
622
Valley Wealth Managers
New Jersey
$2K +$2.04K +44 New
CFO
623
CVA Family Office
Colorado
$1K -$1.63K -35 -58%
UIA
624
Ulland Investment Advisors
Minnesota
$1K – – –
VNA
625
Valley National Advisers
Pennsylvania
$1K – – –
23 24
25
26 27

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.