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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 %
Mercer Global Advisors
201
Mercer Global Advisors
Colorado
$1.83M +$707K +17,089 +63%
FPFS
202
First Personal Financial Services
North Carolina
$1.81M +$24.2K +585 +1%
Creative Planning
203
Creative Planning
Kansas
$1.79M +$24.3K +587 +1%
GT
204
Glenmede Trust
Pennsylvania
$1.76M -$34.5K -835 -2%
SBL
205
Sargent Bickham Lagudis
Colorado
$1.75M -$163K -3,949 -9%
Voloridge Investment Management
206
Voloridge Investment Management
Florida
$1.74M +$1.3M +31,340 +290%
GIBU
207
Gulf International Bank (UK)
United Kingdom
$1.74M – – –
URS
208
Utah Retirement Systems
Utah
$1.71M +$8.28K +200 +0.5%
GAM
209
Gotham Asset Management
New York
$1.68M +$945K +22,829 +129%
Teacher Retirement System of Texas
210
Teacher Retirement System of Texas
Texas
$1.65M -$851K -20,554 -34%
WSFS
211
Wilmington Savings Fund Society
Delaware
$1.65M -$14.4K -349 -0.9%
VOYA Investment Management
212
VOYA Investment Management
Georgia
$1.64M -$38.5K -930 -2%
Federated Hermes
213
Federated Hermes
Pennsylvania
$1.62M -$1.51M -36,456 -48%
Robeco Institutional Asset Management
214
Robeco Institutional Asset Management
Netherlands
$1.55M -$26K -628 -2%
IMPI
215
Ilmarinen Mutual Pension Insurance
Finland
$1.53M -$1.7M -41,000 -53%
SIAP
216
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.53M +$455 +11 +0%
CAN
217
Cetera Advisor Networks
California
$1.5M +$23.7K +573 +2%
NMERB
218
New Mexico Educational Retirement Board
New Mexico
$1.5M – – –
CC
219
Cipher Capital
New York
$1.46M +$1.46M +35,198 New
TRSOTSOK
220
Teachers Retirement System of the State of Kentucky
Kentucky
$1.43M +$1.43M +34,525 New
NMIMC
221
Northwestern Mutual Investment Management Company
Wisconsin
$1.43M -$169K -4,096 -11%
MWM
222
Modera Wealth Management
New Jersey
$1.42M -$86.2K -2,083 -6%
HTC
223
Haverford Trust Company
Pennsylvania
$1.42M -$136K -3,286 -9%
SOADOR
224
State of Alaska Department of Revenue
Alaska
$1.37M -$207 -5 -0%
CA
225
Continuum Advisory
Idaho
$1.34M -$15.4K -373 -1%
7 8
9
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