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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 %
LNB
201
Ledyard National Bank
$1.75M -$28.8K -629 -2%
Robeco Institutional Asset Management
202
Robeco Institutional Asset Management
Netherlands
$1.74M +$114K +2,479 +7%
HTC
203
Haverford Trust Company
Pennsylvania
$1.72M -$115K -2,517 -6%
UB
204
UMB Bank
Missouri
$1.7M +$124K +2,714 +8%
SIAP
205
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.69M +$147K +3,205 +9%
MWM
206
Modera Wealth Management
New Jersey
$1.67M -$19.1K -416 -1%
NMERB
207
New Mexico Educational Retirement Board
New Mexico
$1.66M -$463K -10,100 -22%
HSBC Holdings
208
HSBC Holdings
United Kingdom
$1.65M -$795K -17,333 -33%
CAN
209
Cetera Advisor Networks
California
$1.64M +$149K +3,246 +10%
SOADOR
210
State of Alaska Department of Revenue
Alaska
$1.52M +$32.6K +710 +2%
CA
211
Continuum Advisory
Idaho
$1.5M – – –
SO
212
STRS Ohio
Ohio
$1.46M -$216K -4,709 -13%
BA
213
Bridgewater Advisors
New York
$1.44M -$504 -11 -0%
GWCM
214
Godshalk Welsh Capital Management
Pennsylvania
$1.43M -$22.9K -500 -2%
S
215
Seeyond
France
$1.41M -$28.3K -617 -2%
Daiwa Securities Group
216
Daiwa Securities Group
Japan
$1.39M -$12.8K -279 -0.9%
DADC
217
D.A. Davidson & Co
Montana
$1.38M -$19.7K -429 -1%
EM
218
ELCO Management
New York
$1.35M -$13.3K -291 -1%
Rockefeller Capital Management
219
Rockefeller Capital Management
New York
$1.34M -$124K -2,702 -8%
CIC
220
Carnegie Investment Counsel
Ohio
$1.34M +$71.6K +1,563 +6%
JE
221
JMAC Enterprises
Pennsylvania
$1.33M +$5.78K +126 +0.4%
AWM
222
AE Wealth Management
Kansas
$1.31M +$192K +4,194 +17%
AP
223
Americana Partners
Texas
$1.3M +$1.3M +28,250 New
BCIM
224
British Columbia Investment Management
British Columbia, Canada
$1.27M -$426K -9,303 -25%
X
225
Xponance
Pennsylvania
$1.27M +$100K +2,190 +9%
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