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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
ACP
651
Aveo Capital Partners
Colorado
– -$280K -5,471 Closed
SEC
652
Seven Eight Capital
New York
– -$273K -5,335 Closed
Balyasny Asset Management
653
Balyasny Asset Management
Illinois
– -$266K -5,210 Closed
FBB
654
Fulton Breakefield Broenniman
Maryland
– -$263K -5,150 Closed
JF
655
Jump Financial
Illinois
– -$260K -5,093 Closed
FRM
656
Fox Run Management
Connecticut
– -$250K -4,894 Closed
LW
657
Linscomb Wealth
Texas
– -$248K -4,863 Closed
EA
658
Ellsworth Advisors
Ohio
– -$224K -4,500 Closed
WG
659
Winton Group
United Kingdom
– -$229K -4,478 Closed
PWM
660
Perigon Wealth Management
California
– -$228K -4,461 Closed
HL
661
HeadInvest LLC
Maine
– -$222K -4,350 Closed
CCMG
662
Clark Capital Management Group
Pennsylvania
– -$217K -4,243 Closed
CCM
663
CTC Capital Management
Illinois
– -$215K -4,200 Closed
LAM
664
Lountzis Asset Management
Pennsylvania
– -$214K -4,191 Closed
I2I
665
Insight 2811 Inc
Illinois
– -$213K -4,174 Closed
III
666
Independent Investors Inc
New York
– -$213K -4,166 Closed
EVM
667
Evelyn V. Moreno
– -$211K -4,118 Closed
KPWS
668
Kestra Private Wealth Services
Texas
– -$210K -4,107 Closed
CI
669
Cigna Investments
Connecticut
– -$210K -4,096 Closed
MOS
670
MGO One Seven
Ohio
– -$203K -3,963 Closed
Group One Trading
671
Group One Trading
Illinois
– -$92.9K -2,000 Closed
T
672
TOBAM
France
– -$59K -1,161 Closed
SCA
673
Sandy Cove Advisors
Massachusetts
– -$51K -1,000 Closed
HA
674
Herold Advisors
New York
– -$40.9K -800 Closed
TFO
675
Tarbox Family Office
California
– -$39K -761 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.