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Essential Utilities
WTRG

Overview Fund Activity

576 hedge funds and large institutions have $6.7B invested in Essential Utilities in 2020 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 168 increasing their positions, 195 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
-18
Holders Change %
-3.03%
% of All Funds
12.72%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
90
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
+$882M
2
Franklin Resources
Franklin Resources
California
+$71.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$25.1M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$17.5M
5
TIA
Tandem Investment Advisors
South Carolina
+$14M

Top Sellers

1
BPSG
Brookfield Public Securities Group
New York
-$172M
2
ZP
Zimmer Partners
New York
-$58.4M
3
Principal Financial Group
Principal Financial Group
Iowa
-$53.3M
4
DZ Bank
DZ Bank
Germany
-$32.6M
5
BlackRock
BlackRock
New York
-$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
II
226
IFM Investors
Australia
$934K +$276K +6,398 +42%
NAM
227
Nissay Asset Management
Japan
$927K +$17.9K +440 +2%
TD Asset Management
228
TD Asset Management
Ontario, Canada
$917K +$12.2K +300 +1%
WT
229
Whittier Trust
California
$916K -$463K -11,382 -34%
Teacher Retirement System of Texas
230
Teacher Retirement System of Texas
Texas
$915K +$915K +22,491 New
MCM
231
Manchester Capital Management
Vermont
$913K – – –
Renaissance Technologies
232
Renaissance Technologies
New York
$912K +$912K +22,400 New
RIL
233
Rothschild Investment LLC
Illinois
$906K -$52.9K -1,300 -6%
ERIM
234
Eagle Ridge Investment Management
Connecticut
$903K -$33K -810 -4%
SAM
235
Securian Asset Management
Minnesota
$902K – – –
PIM
236
Penobscot Investment Management
Massachusetts
$889K – – –
AssetMark Inc
237
AssetMark Inc
California
$889K +$887K +21,789 +48,420%
Mirae Asset Global Investments
238
Mirae Asset Global Investments
South Korea
$876K +$876K +21,529 New
HTC
239
Haverford Trust Company
Pennsylvania
$871K +$5.82K +143 +0.7%
TFA
240
Toth Financial Advisory
Virginia
$866K -$41.1K -1,011 -5%
KeyBank National Association
241
KeyBank National Association
Ohio
$861K -$168K -4,138 -16%
DI
242
DFPG Investments
Utah
$857K +$76.4K +1,818 +10%
CFN
243
Cordasco Financial Network
Florida
$846K +$130K +3,197 +18%
TBA
244
Tower Bridge Advisors
Pennsylvania
$823K -$20.4K -500 -2%
PP
245
Paloma Partners
Connecticut
$819K +$452K +11,110 +123%
SO
246
STRS Ohio
Ohio
$812K -$98.4K -2,419 -11%
JWM
247
Jackson Wealth Management
Florida
$810K +$76.6K +1,918 +10%
WAP
248
Wealthcare Advisory Partners
Pennsylvania
$806K -$11.2K -276 -1%
CC
249
Cipher Capital
New York
$806K +$327K +8,037 +68%
PTC
250
Philadelphia Trust Company
Pennsylvania
$801K -$41 -1 -0%
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