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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.

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
1
Vanguard Group
Pennsylvania
$1.18B
2
Millennium Management
2
Millennium Management
New York
$112M
3
Morgan Stanley
3
Morgan Stanley
New York
$77.9M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$33.7M
5
AAMU
5
AEGON Asset Management (UK)
United Kingdom
$67.5M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$51M
2
AWA
2
Aaron Wealth Advisors
Illinois
$468K
3
ZP
3
Zimmer Partners
New York
$22.2M
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$215M
5
ACI
5
AMP Capital Investors
Australia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.24B 27,091,042 +333,547 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.18B 25,690,653 +1,007,614 +4%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$993M 21,661,095 – –
State Street
4
State Street
Massachusetts
$603M 13,145,964 -73,000 -0.6%
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$265M 5,789,236 -106,921 -2%
Amundi
6
Amundi
France
$224M 4,863,108 +692,260 +17%
Impax Asset Management Group
7
Impax Asset Management Group
United Kingdom
$215M 4,685,488 -338,777 -7%
Norges Bank
8
Norges Bank
Norway
$212M 4,617,072 +387,952 +9%
Invesco
9
Invesco
Georgia
$171M 3,727,426 +126,567 +4%
Northern Trust
10
Northern Trust
Illinois
$150M 3,269,425 +141,929 +5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$139M 3,024,669 -22,975 -0.8%
Legal & General Group
12
Legal & General Group
United Kingdom
$124M 2,699,357 +73,693 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$119M 2,596,052 +125,110 +5%
Millennium Management
14
Millennium Management
New York
$112M 2,438,189 +972,618 +66%
Franklin Resources
15
Franklin Resources
California
$103M 2,248,121 +652,202 +41%
Morgan Stanley
16
Morgan Stanley
New York
$77.9M 1,698,591 +797,552 +89%
Charles Schwab
17
Charles Schwab
California
$69.5M 1,515,203 +58,252 +4%
AAMU
18
AEGON Asset Management (UK)
United Kingdom
$67.5M 1,472,661 +714,060 +94%
Goldman Sachs
19
Goldman Sachs
New York
$64.3M 1,401,510 +291,869 +26%
TIA
20
Tandem Investment Advisors
South Carolina
$62.8M 1,369,989 +239,450 +21%
DPIM
21
Duff & Phelps Investment Management
Illinois
$62M 1,351,560 +102,050 +8%
UBS AM
22
UBS AM
Illinois
$60.8M 1,326,398 -47,453 -3%
Macquarie Group
23
Macquarie Group
Australia
$57.2M 1,627,977 +623,676 +62%
Principal Financial Group
24
Principal Financial Group
Iowa
$57.1M 1,244,927 -32,558 -3%
First Trust Advisors
25
First Trust Advisors
Illinois
$55.3M 1,206,130 -54,016 -4%
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