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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 %
Public Employees Retirement Association of Colorado
51
Public Employees Retirement Association of Colorado
Colorado
$20.4M 444,404 – –
AllianceBernstein
52
AllianceBernstein
Tennessee
$19.9M 435,023 -27,780 -6%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$19.2M 419,464 -21,448 -5%
Prudential Financial
54
Prudential Financial
New Jersey
$18.7M 408,902 +386,073 +1,691%
AIG
55
American International Group
New York
$17.4M 380,418 -9,210 -2%
Wells Fargo
56
Wells Fargo
California
$16.8M 367,385 -10,697 -3%
Victory Capital Management
57
Victory Capital Management
Texas
$16M 349,987 -6,451 -2%
COPPSERS
58
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$16M 348,861 +6,859 +2%
Ameriprise
59
Ameriprise
Minnesota
$16M 348,356 -9,659 -3%
Retirement Systems of Alabama
60
Retirement Systems of Alabama
Alabama
$15.9M 347,405 +1,524 +0.4%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$15.8M 343,704 -10,759 -3%
Aviva
62
Aviva
United Kingdom
$15.1M 328,974 +213,446 +185%
EVM
63
Eaton Vance Management
Massachusetts
$14.6M 318,144 -23,907 -7%
NI
64
Nuance Investments
Missouri
$14.5M 315,381 -128,139 -29%
APG Asset Management
65
APG Asset Management
Netherlands
$14.2M 324,839 -85,325 -21%
CS
66
Credit Suisse
Switzerland
$13.8M 300,945 +8,146 +3%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$13.6M 297,531 -4,485 -1%
UBS Group
68
UBS Group
Switzerland
$13.5M 293,945 -47,400 -14%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$13.5M 293,391 +500 +0.2%
GI
70
Gradient Investments
Minnesota
$13.3M 290,303 +9,398 +3%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$13.1M 284,965 -7,700 -3%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$12.8M 279,440 +739 +0.3%
First Manhattan
73
First Manhattan
New York
$11.7M 255,025 -5,404 -2%
RJA
74
Raymond James & Associates
Florida
$11.7M 254,127 -4,464 -2%
BBL
75
Beck Bode LLC
Massachusetts
$11.5M 251,209 +251,209 New
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3
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