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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 %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$6.79M 164,022 +5,454 +3%
Stifel Financial
102
Stifel Financial
Missouri
$6.44M 155,707 -8,588 -5%
WFG
103
Wills Financial Group
Virginia
$6.43M 155,433 +81 +0.1%
MIM
104
MetLife Investment Management
New Jersey
$6.33M 153,011 +3,256 +2%
SEI Investments
105
SEI Investments
Pennsylvania
$6.21M 150,129 +65,677 +78%
State of Wisconsin Investment Board
106
State of Wisconsin Investment Board
Wisconsin
$5.86M 141,664 -26,693 -16%
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$5.72M 138,298 – –
HPC
108
HM Payson & Co
Maine
$5.59M 135,129 -100 -0.1%
PAG
109
Private Advisor Group
New Jersey
$5.48M 132,425 -3,045 -2%
MSV
110
MN Services Vermogensbeheer
Netherlands
$5.43M 131,100 -11,000 -8%
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.31M 128,394 -57,624 -31%
FNBTCON
112
First National Bank & Trust Co of Newtown
Pennsylvania
$5.31M 128,387 – –
YCM
113
Yousif Capital Management
Michigan
$5.02M 121,313 -7,213 -6%
GC
114
Guggenheim Capital
Illinois
$4.97M 120,200 +38,941 +48%
FTC
115
Farmers Trust Company
Ohio
$4.91M 118,762 -656 -0.5%
FNC
116
First National Corp
Massachusetts
$4.9M 118,429 +7,139 +6%
Russell Investments Group
117
Russell Investments Group
United Kingdom
$4.75M 114,405 +23,562 +26%
Man Group
118
Man Group
United Kingdom
$4.71M 113,716 +113,716 New
ECM
119
ExodusPoint Capital Management
New York
$4.61M 111,449 -62,869 -36%
AIP
120
Ameritas Investment Partners
Nebraska
$4.59M 111,030 +2,232 +2%
Brown Advisory
121
Brown Advisory
Maryland
$4.56M 110,238 +3,480 +3%
BS
122
Boenning & Scattergood
Pennsylvania
$4.55M 110,059 -7,353 -6%
T. Rowe Price Associates
123
T. Rowe Price Associates
Maryland
$4.49M 108,371 -235,333 -68%
Vontobel Holding
124
Vontobel Holding
Switzerland
$4.47M 107,922 +525 +0.5%
Comerica Bank
125
Comerica Bank
Texas
$4.43M 107,271 +1,625 +2%
3 4
5
6 7