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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 Holding Trade Value Shares
Change 		Shares
Change %
Asset Management One
126
Asset Management One
Japan
$4.43M +$61.2K +1,478 +1%
Ensign Peak Advisors
127
Ensign Peak Advisors
Utah
$4.4M -$1.09M -26,290 -20%
SLA
128
Silver Lake Advisory
Utah
$4.29M +$19K +458 +0.4%
Marshall Wace
129
Marshall Wace
United Kingdom
$4.25M +$2.66M +64,414 +168%
Treasurer of the State of North Carolina
130
Treasurer of the State of North Carolina
North Carolina
$4.24M +$187K +4,520 +5%
BBA
131
BLB&B Advisors
Pennsylvania
$4.19M +$381K +9,212 +10%
AF
132
Advisornet Financial
Minnesota
$4.15M +$8.28K +200 +0.2%
NC
133
NewSquare Capital
Pennsylvania
$4.13M – – –
Thrivent Financial for Lutherans
134
Thrivent Financial for Lutherans
Minnesota
$4.03M +$1.32M +31,949 +49%
LPL Financial
135
LPL Financial
California
$3.97M +$111K +2,672 +3%
State of Tennessee, Department of Treasury
136
State of Tennessee, Department of Treasury
Tennessee
$3.95M +$285K +6,884 +8%
Osaic Holdings
137
Osaic Holdings
Arizona
$3.94M -$76K -1,835 -2%
CCB
138
Cutter & Co Brokerage
Missouri
$3.87M -$76.3K -1,843 -2%
CHAM
139
Clear Harbor Asset Management
Connecticut
$3.69M +$48.5K +1,173 +1%
NA
140
Navellier & Associates
Nevada
$3.51M +$3.51M +84,710 New
II
141
IFM Investors
Australia
$3.48M +$834K +20,153 +32%
MF
142
Magnetar Financial
Illinois
$3.44M +$3.44M +83,112 New
SDIC
143
South Dakota Investment Council
South Dakota
$3.31M – – –
LP
144
LMR Partners
United Kingdom
$3.31M +$3.31M +80,000 New
CAM
145
Costello Asset Management
Pennsylvania
$3.3M -$61K -1,474 -2%
RJFSA
146
Raymond James Financial Services Advisors
Florida
$3.22M +$68.2K +1,648 +2%
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$3.2M -$61.3K -1,482 -2%
M&T Bank
148
M&T Bank
New York
$3.2M +$17.5K +422 +0.5%
D.E. Shaw & Co
149
D.E. Shaw & Co
New York
$3.19M -$2.44M -58,916 -43%
Korea Investment Corp
150
Korea Investment Corp
South Korea
$3.16M +$892K +21,551 +39%
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