Essential Utilities
WTRG
634 hedge funds and large institutions have $8.55B invested in Essential Utilities in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 220 increasing their positions, 190 reducing their positions, and 63 closing their positions.
220% more call options, than puts
Call options by funds: $3.27M | Put options by funds: $1.02M
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
16% more repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 190
5% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 63
0.08% less ownership
Funds ownership: 71.31% → 71.23% (-0.08%)
1% less funds holding
Funds holding: 643 → 634 (-9)
7% less capital invested
Capital invested by funds: $9.18B → $8.55B (-$632M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$46.8M |
| 2 |
Millennium Management
New York
|
+$45.2M |
| 3 |
Morgan Stanley
New York
|
+$37M |
| 4 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$34.2M |
| 5 |
AAMU
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
+$33.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$47.5M |
| 2 |
ZP
Zimmer Partners
New York
|
-$19.9M |
| 3 |
Impax Asset Management Group
London,
United Kingdom
|
-$15.7M |
| 4 |
EAM
Erste Asset Management
Vienna,
Austria
|
-$11.4M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$8.15M |
WTRG Hedge Fund Activity: Q2 2022 in Review
634 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q2 2022, worth a combined $8.55B — down 6.9% from $9.18B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new WTRG positions and 63 closed out — a net gain of 3 holders — while 220 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 643 in Q1 2022.
- Funds reported $8.55B of Essential Utilities stock for Q2 2022, down 6.9% quarter-over-quarter.
- 66 funds opened new Essential Utilities positions in Q2 2022 and 63 closed out, a net change of +3 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.