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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
WAS
626
Winch Advisory Services
Wisconsin
$1K – – –
TFA
627
Transamerica Financial Advisors
Florida
$1K +$46 +1 New
CHA
628
Carmichael Hill & Associates
Maryland
$1K +$1.16K +25 New
AW
629
Avion Wealth
Texas
$1K +$1.3K +28 New
SC
630
Sierra Capital
Florida
$1K +$1.44K +31 New
ACI
631
AMP Capital Investors
Australia
– -$15.1M -293,778 Closed
EAM
632
Erste Asset Management
Austria
– -$11.4M -218,810 Closed
BGIM
633
Brandywine Global Investment Management
Pennsylvania
– -$8.15M -159,438 Closed
FAF
634
Fjarde Ap-fonden
Sweden
– -$7.99M -156,274 Closed
Massachusetts Financial Services
635
Massachusetts Financial Services
Massachusetts
– -$7.22M -141,198 Closed
AC
636
Allstate Corporation
Illinois
– -$2.11M -41,255 Closed
Handelsbanken Fonder
637
Handelsbanken Fonder
Sweden
– -$2.06M -40,267 Closed
CM
638
CoreCommodity Management
Connecticut
– -$1.4M -27,321 Closed
CAG
639
Csenge Advisory Group
Florida
– -$1.19M -23,295 Closed
FANJ
640
Financial Architects (New Jersey)
New Jersey
– -$1.16M -22,692 Closed
Squarepoint
641
Squarepoint
New York
– -$1.11M -21,661 Closed
OSIA
642
O'Shares Investment Advisers
Massachusetts
– -$628K -12,284 Closed
TCM
643
Teza Capital Management
Illinois
– -$499K -9,753 Closed
OTL
644
Oak Thistle LLC
New York
– -$492K -9,626 Closed
AWM
645
Axxcess Wealth Management
California
– -$442K -8,646 Closed
SWA
646
Stratos Wealth Advisors
Ohio
– -$414K -8,091 Closed
BP
647
BBR Partners
New York
– -$365K -7,141 Closed
ZIMP
648
Zimmermann Investment Management & Planning
Pennsylvania
– -$361K -7,051 Closed
ERIM
649
Eagle Ridge Investment Management
Connecticut
– -$336K -6,580 Closed
BCM
650
Bayesian Capital Management
New York
– -$307K -6,000 Closed
24 25
26
27 28

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.