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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 Market Value Shares Shares
Change 		Shares
Change %
SC
626
Sierra Capital
Florida
$1K 31 +31 New
ACI
627
AMP Capital Investors
Australia
– – -293,778 Closed
EAM
628
Erste Asset Management
Austria
– – -218,810 Closed
BGIM
629
Brandywine Global Investment Management
Pennsylvania
– – -159,438 Closed
FAF
630
Fjarde Ap-fonden
Sweden
– – -156,274 Closed
Massachusetts Financial Services
631
Massachusetts Financial Services
Massachusetts
– – -141,198 Closed
AC
632
Allstate Corporation
Illinois
– – -41,255 Closed
Handelsbanken Fonder
633
Handelsbanken Fonder
Sweden
– – -40,267 Closed
CM
634
CoreCommodity Management
Connecticut
– – -27,321 Closed
CAG
635
Csenge Advisory Group
Florida
– – -23,295 Closed
FANJ
636
Financial Architects (New Jersey)
New Jersey
– – -22,692 Closed
Squarepoint
637
Squarepoint
New York
– – -21,661 Closed
OSIA
638
O'Shares Investment Advisers
Massachusetts
– – -12,284 Closed
TCM
639
Teza Capital Management
Illinois
– – -9,753 Closed
OTL
640
Oak Thistle LLC
New York
– – -9,626 Closed
AWM
641
Axxcess Wealth Management
California
– – -8,646 Closed
SWA
642
Stratos Wealth Advisors
Ohio
– – -8,091 Closed
BP
643
BBR Partners
New York
– – -7,141 Closed
ZIMP
644
Zimmermann Investment Management & Planning
Pennsylvania
– – -7,051 Closed
ERIM
645
Eagle Ridge Investment Management
Connecticut
– – -6,580 Closed
BCM
646
Bayesian Capital Management
New York
– – -6,000 Closed
ACP
647
Aveo Capital Partners
Colorado
– – -5,471 Closed
SEC
648
Seven Eight Capital
New York
– – -5,335 Closed
Balyasny Asset Management
649
Balyasny Asset Management
Illinois
– – -5,210 Closed
FBB
650
Fulton Breakefield Broenniman
Maryland
– – -5,150 Closed
24 25
26
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