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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 %
PA
251
Profund Advisors
Maryland
$791K +$6.3K +149 +0.8%
RIL
252
Rothschild Investment LLC
Illinois
$784K -$156K -3,700 -17%
TIS
253
Tortoise Index Solutions
Kansas
$778K -$44.6K -1,056 -5%
CGH
254
Crossmark Global Holdings
Texas
$769K +$61.7K +1,460 +9%
LIM
255
Loudon Investment Management
New Hampshire
$763K – – –
Nordea Investment Management
256
Nordea Investment Management
Sweden
$758K +$410K +9,794 +118%
WBC
257
Westpac Banking Corp
Australia
$743K – – –
CYG
258
Clean Yield Group
Vermont
$742K -$62.2K -1,474 -8%
Jane Street
259
Jane Street
New York
$737K -$1.06M -25,123 -59%
AIM
260
Arcadia Investment Management
Michigan
$728K +$238K +5,630 +49%
PTC
261
Philadelphia Trust Company
Pennsylvania
$724K -$107K -2,527 -13%
OBGC
262
O'Brien Greene & Co
Pennsylvania
$723K – – –
GEA
263
Glen Eagle Advisors
New Jersey
$722K +$169K +4,009 +31%
MSS
264
Mitchell Sinkler & Starr
Pennsylvania
$706K – – –
EVM
265
Eaton Vance Management
Massachusetts
$702K -$2.36K -56 -0.3%
IC
266
Inverness Counsel
New York
$697K – – –
WA
267
Wheatland Advisors
Pennsylvania
$687K +$85 +2 +0%
RCA
268
Ranch Capital Advisors
Florida
$679K +$59.2K +1,241 +10%
SEI Investments
269
SEI Investments
Pennsylvania
$678K +$25.3K +599 +4%
LOIM
270
Liberty One Investment Management
Illinois
$671K -$106K -2,507 -14%
KFI
271
Key Financial Inc
Pennsylvania
$649K – – –
QT
272
Quantbot Technologies
New York
$634K +$634K +15,033 New
WTC
273
WhitTier Trust Company
Nevada
$633K – – –
MUAMU
274
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$633K +$295K +7,000 +88%
Aberdeen Group
275
Aberdeen Group
United Kingdom
$632K +$94.6K +2,238 +18%
9 10
11
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