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Essential Utilities
WTRG

Overview Fund Activity

544 hedge funds and large institutions have $6.21B invested in Essential Utilities in 2019 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 218 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
11.83%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
68
Increased
218
Reduced
117
Closed
50
Calls
$3.76M
Puts
$3.74M
Net Calls
+$17K
Net Calls Change
+$17.8M

Top Buyers

1
ZP
Zimmer Partners
New York
$464M
2
Vanguard Group
Vanguard Group
Pennsylvania
$943M
3
BlackRock
BlackRock
New York
$845M
4
BC
Brookfield Corp
Ontario, Canada
$107M
5
Jennison Associates
Jennison Associates
New York
$99.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$40.4M
2
Two Sigma Investments
Two Sigma Investments
New York
$0
3
Prudential Financial
Prudential Financial
New Jersey
$6.14M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$101M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
226
Securian Asset Management
Minnesota
$1.07M +$175K +4,225 +19%
KeyBank National Association
227
KeyBank National Association
Ohio
$1.06M -$12.4K -300 -1%
ISL
228
Ingalls & Snyder LLC
New York
$1.04M – – –
PGCM
229
Prescott Group Capital Management
Oklahoma
$989K +$989K +23,900 New
HTC
230
Haverford Trust Company
Pennsylvania
$988K +$10.3K +250 +1%
RIL
231
Rothschild Investment LLC
Illinois
$985K +$4.14K +100 +0.4%
PA
232
Pinnacle Associates
New York
$965K +$83 +2 +0%
MCM
233
Manchester Capital Management
Vermont
$935K – – –
SPC
234
Sigma Planning Corp
Michigan
$926K +$208K +5,028 +29%
TFA
235
Toth Financial Advisory
Virginia
$921K +$190K +4,594 +26%
ERIM
236
Eagle Ridge Investment Management
Connecticut
$919K – – –
PIM
237
Penobscot Investment Management
Massachusetts
$917K -$37.2K -900 -4%
Public Employees Retirement Association of Colorado
238
Public Employees Retirement Association of Colorado
Colorado
$913K – – –
LIM
239
Loudon Investment Management
New Hampshire
$912K – – –
PTC
240
Philadelphia Trust Company
Pennsylvania
$897K -$41.4K -1,000 -4%
CYG
241
Clean Yield Group
Vermont
$875K -$6.2K -150 -0.7%
TBA
242
Tower Bridge Advisors
Pennsylvania
$874K +$29K +700 +3%
SPIA
243
Steward Partners Investment Advisory
New York
$865K -$2.23K -54 -0.3%
PIA
244
Piedmont Investment Advisors
North Carolina
$862K +$862K +20,829 New
SDIC
245
South Dakota Investment Council
South Dakota
$852K – – –
DCM
246
Driehaus Capital Management
Illinois
$843K +$843K +20,375 New
WAP
247
Wealthcare Advisory Partners
Pennsylvania
$830K +$41 +1 +0%
EM
248
ELCO Management
New York
$816K +$240K +5,790 +42%
GEA
249
Glen Eagle Advisors
New Jersey
$809K +$10.8K +262 +1%
BC
250
Brinker Capital
Pennsylvania
$777K -$32.3K -780 -4%
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