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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 %
LSA
601
Lansing Street Advisors
Pennsylvania
$6K – – –
LFG
602
Larson Financial Group
Missouri
$6K – – –
MCA
603
Maryland Capital Advisors
Maryland
$6K – – –
CWM
604
Castle Wealth Management
Florida
$6K – – –
GKIM
605
GW&K Investment Management
Massachusetts
$6K – – –
MPWT
606
MassMutual Private Wealth & Trust
Connecticut
$6K +$4.27K +101 +246%
EW
607
Evoke Wealth
California
$5K – – –
MAWCM
608
Mine & Arao Wealth Creation & Management
California
$5K – – –
CTB
609
Country Trust Bank
Illinois
$5K – – –
VCM
610
Versant Capital Management
Arizona
$5K +$248 +6 +5%
FMII
611
Farmers & Merchants Investments Inc
Nebraska
$5K +$5K +110 New
OLVIG
612
Oliver Lagore Vanvalin Investment Group
Michigan
$4K – – –
TCM
613
Tradewinds Capital Management
Washington
$3K – – –
GWS
614
Glassman Wealth Services
Virginia
$3K – – –
VWM
615
Valley Wealth Managers
New Jersey
$2K – – –
Loomis, Sayles & Company
616
Loomis, Sayles & Company
Massachusetts
$2K – – –
SC
617
Schubert & Co
Texas
$2K +$379 +11 +23%
HCP
618
Hexagon Capital Partners
Arkansas
$2K +$2K +59 New
WAS
619
Winch Advisory Services
Wisconsin
$1K – – –
SC
620
Sierra Capital
Florida
$1K – – –
AW
621
Avion Wealth
Texas
$1K – – –
CFO
622
CVA Family Office
Colorado
$1K – – –
UIA
623
Ulland Investment Advisors
Minnesota
$1K – – –
VNA
624
Valley National Advisers
Pennsylvania
$1K – – –
SIC
625
SJS Investment Consulting
Ohio
$1K +$1K +14 New
23 24
25
26 27