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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 %
WFG
101
Wills Financial Group
Virginia
$7.12M 155,352 +383 +0.2%
Barclays
102
Barclays
United Kingdom
$7.08M 154,374 +38,615 +33%
MIM
103
MetLife Investment Management
New Jersey
$6.87M 149,755 +999 +0.7%
MSV
104
MN Services Vermogensbeheer
Netherlands
$6.52M 142,100 -21,800 -13%
State of New Jersey Common Pension Fund D
105
State of New Jersey Common Pension Fund D
New Jersey
$6.34M 138,298 +14,593 +12%
D.E. Shaw & Co
106
D.E. Shaw & Co
New York
$6.23M 135,909 -29,538 -18%
PAG
107
Private Advisor Group
New Jersey
$6.21M 135,470 -4,362 -3%
HPC
108
HM Payson & Co
Maine
$6.2M 135,229 – –
Ensign Peak Advisors
109
Ensign Peak Advisors
Utah
$6.08M 132,500 – –
YCM
110
Yousif Capital Management
Michigan
$5.89M 128,526 +5,725 +5%
FNBTCON
111
First National Bank & Trust Co of Newtown
Pennsylvania
$5.89M 128,387 – –
FRAF
112
Första AP-fonden
Sweden
$5.59M 121,800 +109,800 +915%
FTC
113
Farmers Trust Company
Ohio
$5.48M 119,418 +2,497 +2%
BS
114
Boenning & Scattergood
Pennsylvania
$5.38M 117,412 +1,945 +2%
Citigroup
115
Citigroup
New York
$5.29M 115,426 -7,227 -6%
FNC
116
First National Corp
Massachusetts
$5.1M 111,290 -15,612 -12%
Comerica Bank
117
Comerica Bank
Texas
$5.01M 105,646 -1,496 -1%
AIP
118
Ameritas Investment Partners
Nebraska
$4.99M 108,798 +904 +0.8%
Vontobel Holding
119
Vontobel Holding
Switzerland
$4.9M 107,397 +11,997 +13%
Brown Advisory
120
Brown Advisory
Maryland
$4.9M 106,758 +625 +0.6%
Asset Management One
121
Asset Management One
Japan
$4.84M 105,587 -1,752 -2%
SLA
122
Silver Lake Advisory
Utah
$4.74M 103,299 +1,242 +1%
AF
123
Advisornet Financial
Minnesota
$4.59M 100,186 +8 +0%
NC
124
NewSquare Capital
Pennsylvania
$4.57M 99,704 – –
Treasurer of the State of North Carolina
125
Treasurer of the State of North Carolina
North Carolina
$4.49M 97,898 +9,811 +11%
3 4
5
6 7