WTRG icon

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.

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
1
Duff & Phelps Investment Management
Illinois
$95.5M
2
Amundi
2
Amundi
France
$230M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$26.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.09B
5
ZP
5
Zimmer Partners
New York
$45.7M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$0
2
Millennium Management
2
Millennium Management
New York
$50.2M
3
Macquarie Group
3
Macquarie Group
Australia
$47.8M
4
Legal & General Group
4
Legal & General Group
United Kingdom
$101M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$8.72M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.14B 27,626,496 +535,454 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.09B 26,324,563 +633,910 +2%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$896M 21,661,095 – –
State Street
4
State Street
Massachusetts
$550M 13,295,529 +149,565 +1%
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$241M 5,816,504 +27,268 +0.5%
Amundi
6
Amundi
France
$230M 5,503,863 +640,755 +13%
Norges Bank
7
Norges Bank
Norway
$205M 4,957,675 +340,603 +7%
Impax Asset Management Group
8
Impax Asset Management Group
United Kingdom
$186M 4,506,774 -178,714 -4%
Invesco
9
Invesco
Georgia
$145M 3,515,913 -211,513 -6%
Northern Trust
10
Northern Trust
Illinois
$130M 3,136,690 -132,735 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$128M 3,107,203 +82,534 +3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$118M 2,844,076 +248,024 +10%
Legal & General Group
13
Legal & General Group
United Kingdom
$101M 2,437,847 -261,510 -10%
DPIM
14
Duff & Phelps Investment Management
Illinois
$95.5M 2,308,608 +957,048 +71%
Franklin Resources
15
Franklin Resources
California
$93.1M 2,250,131 +2,010 +0.1%
Goldman Sachs
16
Goldman Sachs
New York
$73.1M 1,765,594 +364,084 +26%
Cohen & Steers
17
Cohen & Steers
New York
$70.3M 1,699,648 +596,655 +54%
Charles Schwab
18
Charles Schwab
California
$66M 1,593,845 +78,642 +5%
Morgan Stanley
19
Morgan Stanley
New York
$62.2M 1,502,888 -195,703 -12%
TIA
20
Tandem Investment Advisors
South Carolina
$62.1M 1,500,414 +130,425 +10%
UBS AM
21
UBS AM
Illinois
$55.1M 1,331,205 +4,807 +0.4%
AAMU
22
AEGON Asset Management (UK)
United Kingdom
$54.2M 1,308,012 -164,649 -11%
Millennium Management
23
Millennium Management
New York
$50.2M 1,212,581 -1,225,608 -50%
First Trust Advisors
24
First Trust Advisors
Illinois
$48.9M 1,182,690 -23,440 -2%
BC
25
Brookfield Corp
Ontario, Canada
$48.8M 1,179,689 -4,161 -0.4%
1
2 3 4 5