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Essential Utilities
WTRG

Overview Fund Activity

570 hedge funds and large institutions have $7.02B invested in Essential Utilities in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 194 increasing their positions, 169 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
-6
Holders Change %
-1.04%
% of All Funds
11.72%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
62
Increased
194
Reduced
169
Closed
64
Calls
$5.99M
Puts
$6.58M
Net Calls
-$595K
Net Calls Change
-$862K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.08B
2
Principal Financial Group
2
Principal Financial Group
Iowa
$44.5M
3
BlackRock
3
BlackRock
New York
$968M
4
NI
4
Nuance Investments
Missouri
$78M
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$125M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$5.41M
2
State Street
2
State Street
Massachusetts
$415M
3
Invesco
3
Invesco
Georgia
$95.4M
4
FAM
4
Fenimore Asset Management
New York
$0
5
CC
5
Carlson Capital
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QIM
226
Quantitative Investment Management
Virginia
$974K +$279K +6,610 +40%
TD Asset Management
227
TD Asset Management
Ontario, Canada
$973K +$21.1K +500 +2%
CPC
228
Cookson Peirce & Co
Pennsylvania
$970K -$83.6K -1,978 -8%
SAM
229
Securian Asset Management
Minnesota
$954K +$18K +425 +2%
EMG
230
ETF Managers Group
New Jersey
$952K -$542K -13,001 -36%
WT
231
Whittier Trust
California
$951K – – –
DI
232
DFPG Investments
Utah
$951K +$75.7K +1,765 +9%
PIM
233
Penobscot Investment Management
Massachusetts
$923K – – –
TFA
234
Toth Financial Advisory
Virginia
$923K +$23.9K +565 +3%
HTC
235
Haverford Trust Company
Pennsylvania
$904K – – –
NIPH
236
NN Investment Partners Holdings
Netherlands
$904K +$904K +21,403 New
S
237
Seeyond
France
$901K -$562K -13,291 -38%
ERIM
238
Eagle Ridge Investment Management
Connecticut
$896K -$40.7K -963 -4%
KeyBank National Association
239
KeyBank National Association
Ohio
$887K -$6.33K -150 -0.7%
FAAS
240
First Allied Advisory Services
California
$884K +$71K +1,681 +9%
JPMPWA
241
J.P. Morgan Private Wealth Advisors
California
$883K +$135K +3,185 +18%
CFN
242
Cordasco Financial Network
Florida
$878K – – –
VanEck Associates
243
VanEck Associates
New York
$857K +$175K +4,145 +26%
X
244
Xponance
Pennsylvania
$855K +$855K +20,247 New
TBA
245
Tower Bridge Advisors
Pennsylvania
$854K – – –
WAP
246
Wealthcare Advisory Partners
Pennsylvania
$836K +$84 +2 +0%
NFG
247
Nations Financial Group
Iowa
$818K -$4.01K -95 -0.5%
II
248
IFM Investors
Australia
$809K -$108K -2,546 -12%
SPIA
249
Steward Partners Investment Advisory
New York
$804K +$7.65K +181 +1%
ECM
250
ExodusPoint Capital Management
New York
$799K -$514K -12,155 -39%
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