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Essential Utilities
WTRG

578 hedge funds and large institutions have $6.72B invested in Essential Utilities in 2020 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 168 increasing their positions, 195 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

4.05% more ownership

Funds ownership: 70.22% → 74.27% (+4.1%)

4% more call options, than puts

Call options by funds: $7.13M | Put options by funds: $6.86M

3% less funds holding

Funds holding: 595 → 578 (-17)

5% less capital invested

Capital invested by funds: $7.11B → $6.72B (-$387M)

12% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 103

14% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 195

Holders
578
Holders Change
-17
Holders Change %
-2.86%
% of All Funds
12.74%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
91
Increased
168
Reduced
195
Closed
103
Calls
$7.13M
Puts
$6.86M
Net Calls
+$267K
Net Calls Change
-$3.04M

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$1.02B
2
Franklin Resources
Franklin Resources
California
+$82.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$29.1M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$20.3M
5
TIA
Tandem Investment Advisors
South Carolina
+$16.2M

Top Sellers

1
BPSG
Brookfield Public Securities Group
New York
-$172M
2
ZP
Zimmer Partners
New York
-$67.7M
3
Principal Financial Group
Principal Financial Group
Iowa
-$53.3M
4
BlackRock
BlackRock
New York
-$37.6M
5
DZ Bank
DZ Bank
Germany
-$32.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Man Group
226
Man Group
United Kingdom
$936K +$1.08M +22,992 New
II
227
IFM Investors
Australia
$934K +$302K +6,398 +42%
NAM
228
Nissay Asset Management
Japan
$927K +$20.8K +440 +2%
TD Asset Management
229
TD Asset Management
Ontario, Canada
$917K +$14.2K +300 +1%
WT
230
Whittier Trust
California
$916K -$537K -11,382 -34%
Teacher Retirement System of Texas
231
Teacher Retirement System of Texas
Texas
$915K +$1.06M +22,491 New
MCM
232
Manchester Capital Management
Vermont
$913K – – –
Renaissance Technologies
233
Renaissance Technologies
New York
$912K +$1.06M +22,400 New
RIL
234
Rothschild Investment LLC
Illinois
$906K -$61.3K -1,300 -6%
ERIM
235
Eagle Ridge Investment Management
Connecticut
$903K -$38.2K -810 -4%
SAM
236
Securian Asset Management
Minnesota
$902K – – –
PIM
237
Penobscot Investment Management
Massachusetts
$889K – – –
AssetMark Inc
238
AssetMark Inc
California
$889K +$1.03M +21,789 +48,420%
Mirae Asset Global Investments
239
Mirae Asset Global Investments
South Korea
$876K +$1.02M +21,529 New
HTC
240
Haverford Trust Company
Pennsylvania
$871K +$6.75K +143 +0.7%
TFA
241
Toth Financial Advisory
Virginia
$866K -$47.7K -1,011 -5%
KeyBank National Association
242
KeyBank National Association
Ohio
$861K -$195K -4,138 -16%
DI
243
DFPG Investments
Utah
$857K +$85.8K +1,818 +10%
CFN
244
Cordasco Financial Network
Florida
$846K +$151K +3,197 +18%
TBA
245
Tower Bridge Advisors
Pennsylvania
$823K -$23.6K -500 -2%
PP
246
Paloma Partners
Connecticut
$819K +$524K +11,110 +123%
SO
247
STRS Ohio
Ohio
$812K -$114K -2,419 -11%
JWM
248
Jackson Wealth Management
Florida
$810K +$90.5K +1,918 +10%
WAP
249
Wealthcare Advisory Partners
Pennsylvania
$806K -$13K -276 -1%
CC
250
Cipher Capital
New York
$806K +$379K +8,037 +68%
8 9
10
11 12

WTRG Hedge Fund Activity: Q1 2020 in Review

578 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q1 2020, worth a combined $6.72B — down 5.4% from $7.11B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of WTRG and 91 opened new positions — a net loss of 12 holders — while 195 trimmed existing stakes and 168 added.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $1.02B. The largest seller was Brookfield Public Securities Group, exiting entirely with an estimated $172M sold.

  • 578 institutional investors held Essential Utilities (WTRG) as of Q1 2020, down from 595 in Q4 2019.
  • Funds reported $6.72B of Essential Utilities stock for Q1 2020, down 5.4% quarter-over-quarter.
  • 91 funds opened new Essential Utilities positions in Q1 2020 and 103 closed out, a net change of -12 holders.
  • The largest Essential Utilities buyer in Q1 2020 was Canada Pension Plan Investment Board, an estimated $1.02B added.
  • The largest Essential Utilities seller in Q1 2020 was Brookfield Public Securities Group, an estimated $172M sold.

Based on aggregated 13F filings for Q1 2020.