Essential Utilities
WTRG
636 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, 175 reducing their positions, and 55 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 246 | Existing positions reduced: 175
28% more call options, than puts
Call options by funds: $14.8M | Put options by funds: $11.6M
18% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 55
0.84% more ownership
Funds ownership: 71.23% → 72.08% (+0.84%)
0% more funds holding
Funds holding: 634 → 636 (+2)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
8% less capital invested
Capital invested by funds: $8.5B → $7.81B (-$683M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
+$46.4M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$31.3M |
| 3 |
Amundi
Paris,
France
|
+$31M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$30.7M |
| 5 |
ZP
Zimmer Partners
New York
|
+$30.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$59.4M |
| 2 |
Jennison Associates
New York
|
-$51M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$45.6M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$22.8M |
| 5 |
Legal & General Group
London,
United Kingdom
|
-$12.7M |
WTRG Hedge Fund Activity: Q3 2022 in Review
636 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q3 2022, worth a combined $7.81B — down 8% from $8.5B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new WTRG positions and 55 closed out — a net gain of 10 holders — while 246 added to existing stakes and 175 trimmed.
The largest buyer was Duff & Phelps Investment Management, adding an estimated $46.4M. The largest seller was Millennium Management, cutting an estimated $59.4M.
- 636 institutional investors held Essential Utilities (WTRG) as of Q3 2022, up from 634 in Q2 2022.
- Funds reported $7.81B of Essential Utilities stock for Q3 2022, down 8% quarter-over-quarter.
- 65 funds opened new Essential Utilities positions in Q3 2022 and 55 closed out, a net change of +10 holders.
- The largest Essential Utilities buyer in Q3 2022 was Duff & Phelps Investment Management, an estimated $46.4M added.
- The largest Essential Utilities seller in Q3 2022 was Millennium Management, an estimated $59.4M sold.
Based on aggregated 13F filings for Q3 2022.