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Essential Utilities
WTRG

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: 3 → 6 (+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: 642 → 634 (-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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$46.8M
2
Millennium Management
Millennium Management
New York
+$45.2M
3
Morgan Stanley
Morgan Stanley
New York
+$37M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$34.2M
5
AAMU
AEGON Asset Management (UK)
United Kingdom
+$33.2M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$47.5M
2
AWA
Aaron Wealth Advisors
Illinois
-$26.1M
3
ZP
Zimmer Partners
New York
-$19.9M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$15.7M
5
EAM
Erste Asset Management
Austria
-$11.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nomura Asset Management
176
Nomura Asset Management
Japan
$2.4M +$186K +4,000 +8%
Bessemer Group
177
Bessemer Group
New Jersey
$2.4M +$2.27M +48,915 +1,428%
PG
178
Pendal Group
Australia
$2.33M +$415K +8,936 +21%
Baird Financial Group
179
Baird Financial Group
Wisconsin
$2.27M +$122K +2,627 +6%
KTC
180
Kistler-Tiffany Companies
Pennsylvania
$2.27M – – –
CT
181
Coastline Trust
Rhode Island
$2.21M +$19.7K +425 +0.9%
VanEck Associates
182
VanEck Associates
New York
$2.18M +$39.9K +860 +2%
Holocene Advisors
183
Holocene Advisors
New York
$2.13M -$384K -8,268 -15%
SBL
184
Sargent Bickham Lagudis
Colorado
$2.12M -$140K -3,004 -6%
TAM
185
Trillium Asset Management
Massachusetts
$2.11M +$41.2K +886 +2%
VIA
186
Vident Investment Advisory
Georgia
$2.11M -$175K -3,774 -8%
TIS
187
Tortoise Index Solutions
Kansas
$2.09M -$155K -3,343 -7%
TA
188
TFG Advisers
Michigan
$2.04M -$40.6K -874 -2%
BA
189
Bridgewater Associates
Connecticut
$2M +$587K +12,636 +41%
GT
190
Glenmede Trust
Pennsylvania
$1.99M +$313K +6,728 +18%
FPFS
191
First Personal Financial Services
North Carolina
$1.97M +$17.2K +370 +0.9%
Creative Planning
192
Creative Planning
Kansas
$1.95M -$79.3K -1,707 -4%
Envestnet Asset Management
193
Envestnet Asset Management
Illinois
$1.93M +$192K +4,126 +11%
GIBU
194
Gulf International Bank (UK)
United Kingdom
$1.92M – – –
URS
195
Utah Retirement Systems
Utah
$1.89M – – –
VOYA Investment Management
196
VOYA Investment Management
Georgia
$1.86M -$26.1K -561 -1%
QT
197
Quantbot Technologies
New York
$1.85M +$590K +12,711 +46%
WSFS
198
Wilmington Savings Fund Society
Delaware
$1.84M – – –
CS
199
Candriam SCA
Luxembourg
$1.8M – – –
NMIMC
200
Northwestern Mutual Investment Management Company
Wisconsin
$1.77M +$15.8K +340 +0.9%
6 7
8
9 10

WTRG Hedge Fund Activity: Q2 2022 in Review

634 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q2 2022, worth a combined $8.5B — down 7.5% from $9.18B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new WTRG positions and 62 closed out — a net gain of 4 holders — while 221 added to existing stakes and 190 trimmed.

The largest buyer was Vanguard Group, adding an estimated $46.8M. The largest seller was Jennison Associates, cutting an estimated $47.5M.

  • 634 institutional investors held Essential Utilities (WTRG) as of Q2 2022, down from 642 in Q1 2022.
  • Funds reported $8.5B of Essential Utilities stock for Q2 2022, down 7.5% quarter-over-quarter.
  • 66 funds opened new Essential Utilities positions in Q2 2022 and 62 closed out, a net change of +4 holders.
  • The largest Essential Utilities buyer in Q2 2022 was Vanguard Group, an estimated $46.8M added.
  • The largest Essential Utilities seller in Q2 2022 was Jennison Associates, an estimated $47.5M sold.

Based on aggregated 13F filings for Q2 2022.