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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.

New
Increased
Maintained
Reduced
Closed
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
Vanguard Group
Pennsylvania
$1.18B
2
Millennium Management
Millennium Management
New York
$112M
3
Morgan Stanley
Morgan Stanley
New York
$77.9M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$33.7M
5
AAMU
AEGON Asset Management (UK)
United Kingdom
$67.5M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$51M
2
AWA
Aaron Wealth Advisors
Illinois
$468K
3
ZP
Zimmer Partners
New York
$22.2M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$215M
5
EAM
Erste Asset Management
Austria
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
176
Bessemer Group
New Jersey
$2.4M +$2.24M +48,915 +1,428%
PG
177
Pendal Group
Australia
$2.33M +$410K +8,936 +21%
Baird Financial Group
178
Baird Financial Group
Wisconsin
$2.28M +$120K +2,627 +6%
KTC
179
Kistler-Tiffany Companies
Pennsylvania
$2.27M – – –
CT
180
Coastline Trust
Rhode Island
$2.21M +$19.5K +425 +0.9%
VanEck Associates
181
VanEck Associates
New York
$2.18M +$39.4K +860 +2%
Holocene Advisors
182
Holocene Advisors
New York
$2.13M -$379K -8,268 -15%
SBL
183
Sargent Bickham Lagudis
Colorado
$2.12M -$138K -3,004 -6%
TAM
184
Trillium Asset Management
Massachusetts
$2.11M +$40.7K +886 +2%
VIA
185
Vident Investment Advisory
Georgia
$2.11M -$173K -3,774 -8%
TIS
186
Tortoise Index Solutions
Kansas
$2.09M -$153K -3,343 -7%
TA
187
TFG Advisers
Michigan
$2.04M -$40.1K -874 -2%
BA
188
Bridgewater Associates
Connecticut
$2M +$579K +12,636 +41%
GT
189
Glenmede Trust
Pennsylvania
$1.99M +$308K +6,728 +18%
FPFS
190
First Personal Financial Services
North Carolina
$1.97M +$17K +370 +0.9%
Creative Planning
191
Creative Planning
Kansas
$1.95M -$78.3K -1,707 -4%
Envestnet Asset Management
192
Envestnet Asset Management
Illinois
$1.93M +$189K +4,126 +11%
GIBU
193
Gulf International Bank (UK)
United Kingdom
$1.92M – – –
URS
194
Utah Retirement Systems
Utah
$1.89M – – –
VOYA Investment Management
195
VOYA Investment Management
Georgia
$1.86M -$25.7K -561 -1%
QT
196
Quantbot Technologies
New York
$1.85M +$583K +12,711 +46%
WSFS
197
Wilmington Savings Fund Society
Delaware
$1.84M – – –
CS
198
Candriam SCA
Luxembourg
$1.8M – – –
NMIMC
199
Northwestern Mutual Investment Management Company
Wisconsin
$1.77M +$15.6K +340 +0.9%
Marshall Wace
200
Marshall Wace
United Kingdom
$1.76M +$1.76M +38,274 New
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