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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$40.4M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$0
3
Prudential Financial
3
Prudential Financial
New Jersey
$6.14M
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$101M
5
BNP Paribas Asset Management
5
BNP Paribas Asset Management
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
251
BB&T Securities
Virginia
$775K -$6.74K -163 -0.9%
SB
252
Suntrust Banks
Georgia
$773K -$33.3K -806 -4%
TC
253
Truvestments Capital
Florida
$758K -$35.1K -849 -4%
ACA
254
Aptus Capital Advisors
Alabama
$734K +$115K +2,782 +19%
CFN
255
Cordasco Financial Network
Florida
$732K – – –
CGH
256
Crossmark Global Holdings
Texas
$724K +$4.26K +103 +0.6%
OBGC
257
O'Brien Greene & Co
Pennsylvania
$723K +$416K +10,056 +136%
Neuberger Berman Group
258
Neuberger Berman Group
New York
$709K +$48.7K +1,177 +7%
THWM
259
Taylor Hoffman Wealth Management
Virginia
$700K -$207K -5,000 -23%
Mackenzie Financial
260
Mackenzie Financial
Ontario, Canada
$699K +$191K +4,621 +38%
MSS
261
Mitchell Sinkler & Starr
Pennsylvania
$677K -$74.5K -1,800 -10%
WA
262
Wheatland Advisors
Pennsylvania
$672K – – –
JWM
263
Jackson Wealth Management
Florida
$671K +$48.4K +1,164 +8%
FMT
264
First Mercantile Trust
Tennessee
$667K +$347K +8,391 +108%
BPIM
265
Brant Point Investment Management
New York
$662K +$662K +16,000 New
SEI Investments
266
SEI Investments
Pennsylvania
$658K +$75.6K +1,828 +13%
DADC
267
D.A. Davidson & Co
Montana
$653K -$292K -7,062 -31%
ECM
268
ETrade Capital Management
Virginia
$648K +$117K +2,822 +22%
WTC
269
WhitTier Trust Company
Nevada
$630K – – –
FAAS
270
First Allied Advisory Services
California
$622K +$51.3K +1,241 +9%
JPMPWA
271
J.P. Morgan Private Wealth Advisors
California
$604K +$345K +8,334 +133%
CAN
272
Cetera Advisor Networks
California
$589K +$53.2K +1,285 +10%
WF
273
Welch & Forbes
Massachusetts
$587K – – –
6M
274
6 Meridian
Kansas
$587K +$10.1K +244 +2%
UCFA
275
United Capital Financial Advisors
Texas
$586K +$52.1K +1,259 +10%
9 10
11
12 13