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Essential Utilities
WTRG

Overview Fund Activity

594 hedge funds and large institutions have $7.11B invested in Essential Utilities in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 190 increasing their positions, 176 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+18
Holders Change %
+3.13%
% of All Funds
11.73%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
92
Increased
190
Reduced
176
Closed
60
Calls
$6.61M
Puts
$3.29M
Net Calls
+$3.31M
Net Calls Change
+$4.31M

Top Buyers

1
BlackRock
BlackRock
New York
+$116M
2
State Street
State Street
Massachusetts
+$80.9M
3
Stifel Financial
Stifel Financial
Missouri
+$55.7M
4
CC
Carlson Capital
Texas
+$44.5M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$34.7M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$80.1M
2
ZP
Zimmer Partners
New York
-$60.9M
3
KBC Group
KBC Group
Belgium
-$37.3M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$34.6M
5
Millennium Management
Millennium Management
New York
-$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
226
Bernardo Wealth Planning
Pennsylvania
$1.23M – – –
BC
227
Blackhill Capital
New Jersey
$1.22M – – –
KeyBank National Association
228
KeyBank National Association
Ohio
$1.19M -$9.34K -199 -0.8%
QSS
229
Quantitative Systematic Strategies
Florida
$1.18M +$1.18M +25,047 New
Mackenzie Financial
230
Mackenzie Financial
Ontario, Canada
$1.15M +$244K +5,193 +27%
EA
231
Emerald Advisers
Pennsylvania
$1.14M -$26.8K -572 -2%
RIL
232
Rothschild Investment LLC
Illinois
$1.11M – – –
ISL
233
Ingalls & Snyder LLC
New York
$1.09M -$51.7K -1,100 -5%
BAMF
234
BI Asset Management Fondsmaeglerselskab
Denmark
$1.09M +$1.09M +23,204 New
ERIM
235
Eagle Ridge Investment Management
Connecticut
$1.08M – – –
OTPPB
236
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.07M -$72.1K -1,536 -6%
Point72 Asset Management
237
Point72 Asset Management
Connecticut
$1.06M -$5.49M -117,033 -84%
MCM
238
Manchester Capital Management
Vermont
$1.05M – – –
SO
239
STRS Ohio
Ohio
$1.05M +$522K +11,131 +99%
NAM
240
Nissay Asset Management
Japan
$1.05M +$1.05M +22,338 New
TFA
241
Toth Financial Advisory
Virginia
$1.05M +$1.27K +27 +0.1%
TD Asset Management
242
TD Asset Management
Ontario, Canada
$1.04M +$521K +11,095 +100%
SAM
243
Securian Asset Management
Minnesota
$1.04M -$96.7K -2,061 -9%
Public Employees Retirement Association of Colorado
244
Public Employees Retirement Association of Colorado
Colorado
$1.04M – – –
LIM
245
Loudon Investment Management
New Hampshire
$1.04M – – –
PIM
246
Penobscot Investment Management
Massachusetts
$1.03M -$15K -320 -1%
HTC
247
Haverford Trust Company
Pennsylvania
$998K -$93.9K -2,000 -9%
SG Americas Securities
248
SG Americas Securities
New York
$992K -$101K -2,153 -9%
EM
249
ELCO Management
New York
$990K +$160K +3,414 +19%
GEA
250
Glen Eagle Advisors
New Jersey
$988K +$49.6K +1,056 +5%
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