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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 %
Osaic Holdings
126
Osaic Holdings
Arizona
$4.46M 96,909 +4,504 +5%
ERSOT
127
Employees Retirement System of Texas
Texas
$4.44M 96,875 +20,000 +26%
CCB
128
Cutter & Co Brokerage
Missouri
$4.38M 95,448 -514 -0.5%
LPL Financial
129
LPL Financial
California
$4.27M 93,185 +467 +0.5%
BBA
130
BLB&B Advisors
Pennsylvania
$4.22M 91,956 -3,939 -4%
Russell Investments Group
131
Russell Investments Group
United Kingdom
$4.16M 90,843 -61,404 -40%
State of Tennessee, Department of Treasury
132
State of Tennessee, Department of Treasury
Tennessee
$4.06M 88,487 +20,000 +29%
CHAM
133
Clear Harbor Asset Management
Connecticut
$4.03M 87,965 +620 +0.7%
OQS
134
Occudo Quantitative Strategies
Florida
$3.93M 85,715 +71,126 +488%
SEI Investments
135
SEI Investments
Pennsylvania
$3.88M 84,452 -25,843 -23%
GC
136
Guggenheim Capital
Illinois
$3.73M 81,259 -9,641 -11%
CAM
137
Costello Asset Management
Pennsylvania
$3.72M 81,159 +32,263 +66%
SDIC
138
South Dakota Investment Council
South Dakota
$3.67M 79,995 – –
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$3.61M 78,805 -146 -0.2%
IMPI
140
Ilmarinen Mutual Pension Insurance
Finland
$3.58M 78,000 +5,000 +7%
Swedbank
141
Swedbank
Sweden
$3.51M 76,558 +5,709 +8%
RJFSA
142
Raymond James Financial Services Advisors
Florida
$3.49M 76,149 -1,316 -2%
M&T Bank
143
M&T Bank
New York
$3.48M 76,806 +1,745 +2%
Federated Hermes
144
Federated Hermes
Pennsylvania
$3.47M 75,694 +34,404 +83%
BFA
145
Benedict Financial Advisors
Georgia
$3.43M 74,780 +115 +0.2%
HPIA
146
Hamilton Point Investment Advisors
North Carolina
$3.34M 72,820 +848 +1%
SI
147
Stephens Inc
Arkansas
$3.31M 72,229 +10,107 +16%
SSA
148
Schonfeld Strategic Advisors
New York
$3.21M 70,100 +47,800 +214%
SG Americas Securities
149
SG Americas Securities
New York
$3.2M 69,758 -23,268 -25%
TYCC
150
Texas Yale Capital Corp
Florida
$3.09M 67,354 -192 -0.3%
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