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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
PTC
251
Philadelphia Trust Company
Pennsylvania
$801K -$47 -1 -0%
TIS
252
Tortoise Index Solutions
Kansas
$793K +$919K +19,480 New
NFG
253
Nations Financial Group
Iowa
$792K +$558K +11,824 +155%
FAAS
254
First Allied Advisory Services
California
$784K +$128K +2,722 +16%
CYG
255
Clean Yield Group
Vermont
$775K -$29.5K -625 -3%
SPIA
256
Steward Partners Investment Advisory
New York
$767K +$1.75K +37 +0.2%
PA
257
Profund Advisors
Maryland
$756K -$457K -9,684 -34%
TC
258
Truvestments Capital
Florida
$752K +$51.4K +1,090 +6%
LOIM
259
Liberty One Investment Management
Illinois
$749K -$68K -1,442 -7%
ECM
260
EagleClaw Capital Management
Massachusetts
$743K -$13.7K -290 -2%
LIM
261
Loudon Investment Management
New Hampshire
$735K -$189K -4,000 -18%
JMPWA
262
JP Morgan Private Wealth Advisors
California
$721K +$57.7K +1,223 +7%
WBC
263
Westpac Banking Corp
Australia
$716K – – –
DADC
264
D.A. Davidson & Co
Montana
$715K -$11.1K -236 -1%
OBGC
265
O'Brien Greene & Co
Pennsylvania
$696K – – –
CGH
266
Crossmark Global Holdings
Texas
$682K -$3.3K -70 -0.4%
MSS
267
Mitchell Sinkler & Starr
Pennsylvania
$680K -$10.6K -225 -1%
EVM
268
Eaton Vance Management
Massachusetts
$679K -$283 -6 -0%
FC
269
FORA Capital
Florida
$675K -$719K -15,232 -48%
IC
270
Inverness Counsel
New York
$672K -$687K -14,555 -47%
THWM
271
Taylor Hoffman Wealth Management
Virginia
$671K +$778K +16,488 New
KFI
272
Key Financial Inc
Pennsylvania
$670K +$735K +15,569 New
QIM
273
Quantitative Investment Management
Virginia
$670K +$777K +16,467 New
WA
274
Wheatland Advisors
Pennsylvania
$661K +$47 +1 +0%
VanEck Associates
275
VanEck Associates
New York
$658K -$80.3K -1,701 -10%
9 10
11
12 13

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.