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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
1832 Asset Management
676
1832 Asset Management
Ontario, Canada
– -$38K -750 Closed
FAG
677
Fortitude Advisory Group
Washington
– -$30K -590 Closed
Koshinski Asset Management
678
Koshinski Asset Management
Illinois
– -$21.3K -416 Closed
EC
679
Elequin Capital
New York
– -$21K -402 Closed
DFCM
680
Dark Forest Capital Management
Puerto Rico
– -$14K -276 Closed
BFC
681
Bedel Financial Consulting
Indiana
– -$14K -268 Closed
FFA
682
Freedman Financial Associates
Massachusetts
– -$13K -247 Closed
GAM
683
Gemmer Asset Management
California
– -$12K -244 Closed
T
684
TCWP
Ohio
– -$10K -212 Closed
Lazard Asset Management
685
Lazard Asset Management
New York
– -$4K -85 Closed
CSIA
686
Conrad Siegel Investment Advisors
Pennsylvania
– -$3K -63 Closed
CI
687
Cordant Inc
Oregon
– -$2K -44 Closed
CCM
688
Covington Capital Management
California
– -$2K -43 Closed
FMP
689
Financial Management Professionals
Texas
– -$1K -24 Closed
NIC
690
Northwest Investment Counselors
Oregon
– -$1K -19 Closed
PFBT
691
Parkside Financial Bank & Trust
Missouri
– -$883 -19 -66%
SSG
692
Summit Securities Group
New York
– -$1K -10 Closed
AssetMark Inc
693
AssetMark Inc
California
– +$325 +7 New
BWM
694
BerganKDV Wealth Management
Minnesota
– +$418 +9 New
SFG
695
Steward Financial Group
Texas
– +$464 +10 New
AWM
696
Avior Wealth Management
Nebraska
– +$790 +17 New
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.