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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 Market Value Shares Shares
Change 		Shares
Change %
CCFCSB
651
Cape Cod Five Cents Savings Bank
Massachusetts
– – -4,750 Closed
JAM
652
Jupiter Asset Management
United Kingdom
– – -4,746 Closed
FCBT
653
First Citizens Bank & Trust
North Carolina
– – -4,648 Closed
HCM
654
Howland Capital Management
Massachusetts
– – -4,595 Closed
GIA
655
Gateway Investment Advisers
Ohio
– – -4,590 Closed
H6H
656
Hightower 6M Holding
Kansas
– – -4,507 Closed
RMDI
657
R.M. Davis Inc
Maine
– – -4,433 Closed
MSFS
658
Main Street Financial Solutions
Pennsylvania
– – -4,402 Closed
VVP
659
Venture Visionary Partners
Ohio
– – -3,346 Closed
CA
660
Clearstead Advisors
Ohio
– – -2,317 Closed
TCWM
661
Total Clarity Wealth Management
Illinois
– – -1,864 Closed
PI
662
PEAK6 Investments
Illinois
– – -1,690 Closed
BCM
663
Birch Capital Management
Texas
– – -1,169 Closed
AW
664
ACG Wealth
Georgia
– – -900 Closed
1IA
665
1834 Investment Advisors
Wisconsin
– – -696 Closed
SIC
666
Salem Investment Counselors
North Carolina
– – -500 Closed
CWP
667
Concord Wealth Partners
Virginia
– – -382 Closed
PFGIA
668
Patriot Financial Group Insurance Agency
Massachusetts
– – -368 Closed
CA
669
CoreCap Advisors
Michigan
– – -352 Closed
ACA
670
Atlas Capital Advisors
Wyoming
– – -200 Closed
HNWAG
671
High Net Worth Advisory Group
Florida
– – -190 Closed
HFS
672
Heritage Financial Services
Massachusetts
– – -146 Closed
CI
673
CX Institutional
Indiana
– – -135 Closed
EI
674
Ellevest Inc
New York
– – -135 Closed
OIA
675
Optimum Investment Advisors
Illinois
– – -115 Closed
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