WTRG icon

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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$19.1M -$153K -3,701 -0.8%
Public Employees Retirement Association of Colorado
52
Public Employees Retirement Association of Colorado
Colorado
$18.4M – – –
COPPSERS
53
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$17.3M +$2.82M +68,124 +20%
AIG
54
American International Group
New York
$15.6M -$172K -4,153 -1%
AllianceBernstein
55
AllianceBernstein
Tennessee
$15.5M -$2.53M -61,069 -14%
Ameriprise
56
Ameriprise
Minnesota
$15.3M +$905K +21,860 +6%
Wells Fargo
57
Wells Fargo
California
$15.3M +$48.7K +1,177 +0.3%
Retirement Systems of Alabama
58
Retirement Systems of Alabama
Alabama
$14.7M +$369K +8,911 +3%
CS
59
Credit Suisse
Switzerland
$13.4M +$995K +24,037 +8%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$13.2M +$13.2M +319,707 New
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$13.2M +$905K +21,875 +7%
Victory Capital Management
62
Victory Capital Management
Texas
$13.2M -$1.29M -31,075 -9%
APG Asset Management
63
APG Asset Management
Netherlands
$13.2M -$571K -13,517 -4%
NI
64
Nuance Investments
Missouri
$12.9M -$127K -3,076 -1%
EVM
65
Eaton Vance Management
Massachusetts
$12.8M -$390K -9,418 -3%
GI
66
Gradient Investments
Minnesota
$12.7M +$666K +16,103 +6%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$12.1M +$8.28K +200 +0.1%
UBS Group
68
UBS Group
Switzerland
$11.9M -$259K -6,261 -2%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$11.8M – – –
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$11.5M -$93.1K -2,251 -0.8%
BBL
71
Beck Bode LLC
Massachusetts
$11.1M +$679K +16,400 +7%
BNP Paribas Asset Management
72
BNP Paribas Asset Management
France
$10.9M +$1.71M +41,245 +19%
DekaBank Deutsche Girozentrale
73
DekaBank Deutsche Girozentrale
Germany
$10.8M +$348K +8,351 +3%
Axa
74
Axa
France
$10.6M +$4.11M +99,208 +64%
RJA
75
Raymond James & Associates
Florida
$10.1M -$434K -10,480 -4%
1 2
3
4 5