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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.

New
Increased
Maintained
Reduced
Closed
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
Duff & Phelps Investment Management
Illinois
$95.5M
2
Amundi
Amundi
France
$230M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$26.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.09B
5
ZP
Zimmer Partners
New York
$45.7M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$0
2
Millennium Management
Millennium Management
New York
$50.2M
3
Macquarie Group
Macquarie Group
Australia
$47.8M
4
Legal & General Group
Legal & General Group
United Kingdom
$101M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$8.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
176
Candriam SCA
Luxembourg
$2.34M +$714K +17,262 +44%
YIA
177
YHB Investment Advisors
Connecticut
$2.33M +$2.98K +72 +0.1%
Qube Research & Technologies (QRT)
178
Qube Research & Technologies (QRT)
United Kingdom
$2.32M +$2.32M +56,041 New
AC
179
Addison Capital
Pennsylvania
$2.3M +$9.02K +218 +0.4%
BPC
180
Banque Pictet & Cie
Switzerland
$2.24M -$611K -14,770 -21%
JCM
181
Jacobi Capital Management
Pennsylvania
$2.23M +$26.9K +650 +1%
Toronto Dominion Bank
182
Toronto Dominion Bank
Ontario, Canada
$2.22M +$3.64K +88 +0.2%
Bessemer Group
183
Bessemer Group
New Jersey
$2.1M -$66.5K -1,607 -3%
CFB
184
Cullen/Frost Bankers
Texas
$2.07M -$98.4K -2,379 -5%
TIS
185
Tortoise Index Solutions
Kansas
$2.05M +$167K +4,045 +9%
VIA
186
Vident Investment Advisory
Georgia
$2.05M +$166K +4,048 +9%
KTC
187
Kistler-Tiffany Companies
Pennsylvania
$2.05M – – –
VanEck Associates
188
VanEck Associates
New York
$2.04M +$73.6K +1,779 +4%
TAF
189
Tredje AP-fonden
Sweden
$2.02M +$2.02M +48,878 New
Baird Financial Group
190
Baird Financial Group
Wisconsin
$2M -$56.9K -1,375 -3%
TAM
191
Trillium Asset Management
Massachusetts
$1.99M +$86.3K +2,085 +5%
EGM
192
Engineers Gate Manager
New York
$1.98M +$1.47M +35,616 +290%
KAS
193
Kestra Advisory Services
Texas
$1.97M +$1.17M +28,209 +145%
Envestnet Asset Management
194
Envestnet Asset Management
Illinois
$1.91M +$170K +4,096 +10%
SO
195
STRS Ohio
Ohio
$1.91M +$589K +14,231 +45%
OBGC
196
O'Brien Greene & Co
Pennsylvania
$1.89M +$1.22M +29,428 +181%
Janus Henderson Group
197
Janus Henderson Group
United Kingdom
$1.87M +$1.02M +24,512 +119%
CT
198
Coastline Trust
Rhode Island
$1.86M -$130K -3,145 -7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
199
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.84M +$1.11M +26,862 +152%
TA
200
TFG Advisers
Michigan
$1.84M +$4.22K +102 +0.2%
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8
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