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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 %
JF
651
Jump Financial
Illinois
– – -5,093 Closed
FRM
652
Fox Run Management
Connecticut
– – -4,894 Closed
LW
653
Linscomb Wealth
Texas
– – -4,863 Closed
EA
654
Ellsworth Advisors
Ohio
– – -4,500 Closed
WG
655
Winton Group
United Kingdom
– – -4,478 Closed
PWM
656
Perigon Wealth Management
California
– – -4,461 Closed
HL
657
HeadInvest LLC
Maine
– – -4,350 Closed
CCMG
658
Clark Capital Management Group
Pennsylvania
– – -4,243 Closed
CCM
659
CTC Capital Management
Illinois
– – -4,200 Closed
LAM
660
Lountzis Asset Management
Pennsylvania
– – -4,191 Closed
I2I
661
Insight 2811 Inc
Illinois
– – -4,174 Closed
III
662
Independent Investors Inc
New York
– – -4,166 Closed
EVM
663
Evelyn V. Moreno
– – -4,118 Closed
KPWS
664
Kestra Private Wealth Services
Texas
– – -4,107 Closed
CI
665
Cigna Investments
Connecticut
– – -4,096 Closed
MOS
666
MGO One Seven
Ohio
– – -3,963 Closed
Group One Trading
667
Group One Trading
Illinois
– – -2,000 Closed
T
668
TOBAM
France
– – -1,161 Closed
SCA
669
Sandy Cove Advisors
Massachusetts
– – -1,000 Closed
HA
670
Herold Advisors
New York
– – -800 Closed
TFO
671
Tarbox Family Office
California
– – -761 Closed
1832 Asset Management
672
1832 Asset Management
Ontario, Canada
– – -750 Closed
FAG
673
Fortitude Advisory Group
Washington
– – -590 Closed
Koshinski Asset Management
674
Koshinski Asset Management
Illinois
– – -416 Closed
EC
675
Elequin Capital
New York
– – -402 Closed
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