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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 %
TIS
251
Tortoise Index Solutions
Kansas
$793K +$793K +19,480 New
NFG
252
Nations Financial Group
Iowa
$792K +$481K +11,824 +155%
FAAS
253
First Allied Advisory Services
California
$784K +$111K +2,722 +16%
CYG
254
Clean Yield Group
Vermont
$775K -$25.4K -625 -3%
SPIA
255
Steward Partners Investment Advisory
New York
$767K +$1.51K +37 +0.2%
PA
256
Profund Advisors
Maryland
$756K -$394K -9,684 -34%
TC
257
Truvestments Capital
Florida
$752K +$44.3K +1,090 +6%
LOIM
258
Liberty One Investment Management
Illinois
$749K -$58.7K -1,442 -7%
ECM
259
EagleClaw Capital Management
Massachusetts
$743K -$11.8K -290 -2%
LIM
260
Loudon Investment Management
New Hampshire
$735K -$163K -4,000 -18%
JPMPWA
261
J.P. Morgan Private Wealth Advisors
California
$721K +$49.8K +1,223 +7%
WBC
262
Westpac Banking Corp
Australia
$716K – – –
DADC
263
D.A. Davidson & Co
Montana
$715K -$9.62K -236 -1%
OBGC
264
O'Brien Greene & Co
Pennsylvania
$696K – – –
CGH
265
Crossmark Global Holdings
Texas
$682K -$2.85K -70 -0.4%
MSS
266
Mitchell Sinkler & Starr
Pennsylvania
$680K -$9.15K -225 -1%
EVM
267
Eaton Vance Management
Massachusetts
$679K -$244 -6 -0%
FC
268
FORA Capital
Florida
$675K -$620K -15,232 -48%
IC
269
Inverness Counsel
New York
$672K -$593K -14,555 -47%
THWM
270
Taylor Hoffman Wealth Management
Virginia
$671K +$671K +16,488 New
KFI
271
Key Financial Inc
Pennsylvania
$670K +$670K +15,569 New
QIM
272
Quantitative Investment Management
Virginia
$670K +$670K +16,467 New
WA
273
Wheatland Advisors
Pennsylvania
$661K +$41 +1 +0%
VanEck Associates
274
VanEck Associates
New York
$658K -$69.3K -1,701 -10%
PIA
275
Piedmont Investment Advisors
North Carolina
$658K – – –
9 10
11
12 13