Essential Utilities, Inc.
Hedge Funds Holdings

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Essential Utilities, Inc.‘s stocks are currently a part of 620 hedge funds’ portfolios, which represents 68.23% of the total amount of its stocks outstanding. This makes up a total of 176.14M shares of Essential Utilities, Inc.. Compared to the previous quarter, the number grew by 0.17% or 298.59K shares more. As for the holding position changes, 36.94% (229) of current hedge fund investors increased the number of shares held, 30.16% (187) of current holders sold a part of the shares held, and 10.32% (64) closed the holdings completely. 66 hedge funds are new holders of Essential Utilities, Inc. stock in Q1 2022, it is 10.65% of total holders.

Hedge funds holding Essential Utilities (Q2 2016 – Q1 2022)

Number of hedge funds
Q2 2016 0
Q3 2016 0
Q4 2016 0
Q1 2017 0
Q2 2018 0
Q3 2018 0
Q4 2018 0
Q1 2019 1
Q2 2019 1
Q3 2019 1
Q4 2019 18
Q1 2020 562
Q2 2020 558
Q3 2020 558
Q4 2020 583
Q1 2021 582
Q2 2021 572
Q3 2021 579
Q4 2021 633
Q1 2022 620

Hedge funds changes in Essential Utilities positions (Q2 2016 – Q1 2022)

Changes in positions
Q2 2016 00000
Q3 2016 00000
Q4 2016 00000
Q1 2017 00000
Q2 2018 00000
Q3 2018 00000
Q4 2018 00000
Q1 2019 10000
Q2 2019 00001
Q3 2019 00001
Q4 2019 170001
Q1 2020 5456416
Q2 2020 671881666671
Q3 2020 551831784894
Q4 2020 881901685384
Q1 2021 572011835586
Q2 2021 551871726395
Q3 2021 5319517343115
Q4 2021 1032221704395
Q1 2022 662291876474

Hedge funds changes in Essential Utilities stock options (Q2 2016 – Q1 2022)

Changes in stock options
Q2 2016 353,000 423,000
Q3 2016 69,000 269,000
Q4 2016 1,000 0
Q1 2017 0 0
Q2 2018 54,000 0
Q3 2018 8,000 0
Q4 2018 0 0
Q1 2019 81,000 0
Q2 2019 15,000 0
Q3 2019 5,000 0
Q4 2019 15,000 0
Q1 2020 6,554,000 6,761,000
Q2 2020 4,951,000 6,462,000
Q3 2020 4,654,000 3,248,000
Q4 2020 10,769,000 3,292,000
Q1 2021 5,314,000 2,739,000
Q2 2021 2,980,000 2,813,000
Q3 2021 4,306,000 2,536,000
Q4 2021 3,859,000 1,004,000
Q1 2022 3,529,000 1,069,000

Top 50 hedge fund holders of Essential Utilities, Inc. (NYSE:WTRG)

Hedge fund Value Shares owned Portfolio share
BLACKROCK INC. Larry Fink 1.14B 27.62M 0.039%
VANGUARD GROUP INC 1.08B 26.32M 0.032%
CANADA PENSION PLAN INVESTMENT BOARD 896.33M 21.66M 1.522%
STATE STREET CORP 550.16M 13.29M 0.035%
PICTET ASSET MANAGEMENT SA 240.68M 5.81M 0.357%
AMUNDI 229.79M 5.50M 0.136%
IMPAX ASSET MANAGEMENT GROUP PLC 186.49M 4.50M 0.959%
INVESCO LTD. 145.48M 3.51M 0.047%
NORTHERN TRUST CORP 129.79M 3.13M 0.030%
GEODE CAPITAL MANAGEMENT, LLC 128.47M 3.10M 0.019%
BANK OF NEW YORK MELLON CORP 117.68M 2.84M 0.029%
LEGAL & GENERAL GROUP PLC 100.87M 2.43M 0.039%
DUFF & PHELPS INVESTMENT MANAGEMENT CO 95.53M 2.30M 1.201%
FRANKLIN RESOURCES INC 93.11M 2.25M 0.051%
GOLDMAN SACHS GROUP INC 73.06M 1.76M 0.017%
COHEN & STEERS, INC. 70.33M 1.69M 0.157%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 65.95M 1.59M 0.024%
MORGAN STANLEY 62.18M 1.50M 0.009%
TANDEM INVESTMENT ADVISORS, INC. 62.08M 1.50M 3.536%
UBS ASSET MANAGEMENT AMERICAS INC 55.08M 1.33M 0.031%
AEGON ASSET MANAGEMENT UK PLC 54.16M 1.30M 1.095%
MILLENNIUM MANAGEMENT LLC Israel Englander 50.17M 1.21M 0.030%
FIRST TRUST ADVISORS LP 48.94M 1.18M 0.064%
BROOKFIELD CORP /ON/ 48.81M 1.17M 0.180%
MACQUARIE GROUP LTD 47.82M 1.15M 0.059%
DIMENSIONAL FUND ADVISORS LP 45.95M 1.11M 0.018%
ZIMMER PARTNERS, LP 45.72M 1.10M 0.992%
PRINCIPAL FINANCIAL GROUP INC 45.45M 1.09M 0.036%
PERSONAL CAPITAL ADVISORS CORP 45.22M 1.09M 0.244%
SWISS NATIONAL BANK 44.64M 1.07M 0.032%
ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 38.22M 923.84K 0.226%
GREAT WEST LIFE ASSURANCE CO /CAN/ 37.85M 915.04K 0.108%
NUVEEN ASSET MANAGEMENT, LLC 37.77M 912.89K 0.015%
FMR LLC 32.77M 792.07K 0.003%
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 31.03M 750.06K 0.565%
DEUTSCHE BANK AG\ 30.53M 737.85K 0.018%
ELECTRON CAPITAL PARTNERS, LLC 29.32M 708.64K 1.291%
RHUMBLINE ADVISERS 28.93M 699.18K 0.043%
SUMITOMO MITSUI TRUST HOLDINGS, INC. 26.87M 649.55K 0.022%
BALYASNY ASSET MANAGEMENT L.P. Dmitry Balyasny 26.72M 645.93K 0.082%
AQR CAPITAL MANAGEMENT LLC Cliff Asness 25.71M 621.38K 0.063%
BANK OF AMERICA CORP /DE/ 24.72M 597.42K 0.003%
ALLIANZ ASSET MANAGEMENT GMBH 23.86M 576.80K 0.049%
NEW YORK STATE COMMON RETIREMENT FUND 22.80M 551.03K 0.033%
PROSHARE ADVISORS LLC 22.76M 550.08K 0.087%
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 21.80M 527.02K 0.020%
GABELLI FUNDS LLC 20.89M 504.95K 0.172%
JPMORGAN CHASE & CO 20.61M 498.08K 0.003%
PRUDENTIAL FINANCIAL INC 19.58M 462.71K 0.033%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 19.08M 461.23K 0.032%