We are live on ! Find out more
WTRG icon

Essential Utilities

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: 36 (+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: 642634 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
126
Osaic Holdings
Arizona
$4.46M +$209K +4,504 +5%
ERSOT
127
Employees Retirement System of Texas
Texas
$4.44M +$929K +20,000 +26%
CCB
128
Cutter & Co Brokerage
Missouri
$4.38M -$23.9K -514 -0.5%
LPL Financial
129
LPL Financial
California
$4.27M +$21.7K +467 +0.5%
BBA
130
BLB&B Advisors
Pennsylvania
$4.22M -$183K -3,939 -4%
Russell Investments Group
131
Russell Investments Group
United Kingdom
$4.16M -$2.85M -61,404 -40%
State of Tennessee, Department of Treasury
132
State of Tennessee, Department of Treasury
Tennessee
$4.06M +$929K +20,000 +29%
CHAM
133
Clear Harbor Asset Management
Connecticut
$4.03M +$28.8K +620 +0.7%
OQS
134
Occudo Quantitative Strategies
Florida
$3.93M +$3.3M +71,126 +488%
SEI Investments
135
SEI Investments
Pennsylvania
$3.88M -$1.2M -25,843 -23%
GC
136
Guggenheim Capital
Illinois
$3.73M -$448K -9,641 -11%
CAM
137
Costello Asset Management
Pennsylvania
$3.72M +$1.5M +32,263 +66%
SDIC
138
South Dakota Investment Council
South Dakota
$3.67M
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$3.61M -$6.78K -146 -0.2%
IMPI
140
Ilmarinen Mutual Pension Insurance
Finland
$3.58M +$232K +5,000 +7%
SAM
141
Storebrand Asset Management
Norway
$3.56M +$555K +11,944 +18%
Swedbank
142
Swedbank
Sweden
$3.51M +$265K +5,709 +8%
RJFSA
143
Raymond James Financial Services Advisors
Florida
$3.49M -$61.1K -1,316 -2%
M&T Bank
144
M&T Bank
New York
$3.48M +$81.1K +1,745 +2%
Federated Hermes
145
Federated Hermes
Pennsylvania
$3.47M +$1.6M +34,404 +83%
BFA
146
Benedict Financial Advisors
Georgia
$3.43M +$5.34K +115 +0.2%
HPIA
147
Hamilton Point Investment Advisors
North Carolina
$3.34M +$39.4K +848 +1%
SI
148
Stephens Inc
Arkansas
$3.31M +$469K +10,107 +16%
SSA
149
Schonfeld Strategic Advisors
New York
$3.21M +$2.22M +47,800 +214%
SG Americas Securities
150
SG Americas Securities
New York
$3.2M -$1.08M -23,268 -25%