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Essential Utilities
WTRG

Overview Fund Activity

576 hedge funds and large institutions have $6.6B invested in Essential Utilities in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 186 increasing their positions, 180 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+32
Holders Change %
+5.88%
% of All Funds
12.65%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
65
Increased
186
Reduced
180
Closed
31
Calls
$4.84M
Puts
$5.83M
Net Calls
-$995K
Net Calls Change
-$1.01M

Top Buyers

1
DZ Bank
DZ Bank
Germany
$38.2M
2
GF
Gabelli Funds
New York
$50.4M
3
Fidelity International
Fidelity International
Bermuda
$20.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20.6M
5
Morgan Stanley
Morgan Stanley
New York
$78.5M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$0
2
State Street
State Street
Massachusetts
$427M
3
LM
Luminus Management
Texas
$10.2M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$23.9M
5
NI
Nuance Investments
Missouri
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
276
Grandview Asset Management
Pennsylvania
$749K +$749K +16,678 New
EVM
277
Eaton Vance Management
Massachusetts
$747K +$747K +16,665 New
MSS
278
Mitchell Sinkler & Starr
Pennsylvania
$744K +$10.3K +230 +1%
FAAS
279
First Allied Advisory Services
California
$736K +$63K +1,408 +9%
WA
280
Wheatland Advisors
Pennsylvania
$728K +$90 +2 +0%
DADC
281
D.A. Davidson & Co
Montana
$726K +$17.9K +400 +3%
SEI Investments
282
SEI Investments
Pennsylvania
$722K +$8.34K +186 +1%
BPIM
283
Brant Point Investment Management
New York
$717K – – –
CAN
284
Cetera Advisor Networks
California
$706K +$68.7K +1,534 +11%
JPMPWA
285
J.P. Morgan Private Wealth Advisors
California
$704K +$49.5K +1,105 +8%
SSA
286
Schonfeld Strategic Advisors
New York
$687K +$687K +15,332 New
WTC
287
WhitTier Trust Company
Nevada
$684K – – –
MC
288
Moors & Cabot
Massachusetts
$677K +$51.8K +1,155 +8%
FMT
289
First Mercantile Trust
Tennessee
$673K -$50.4K -1,125 -7%
MWP
290
MYCIO Wealth Partners
Pennsylvania
$650K +$15.9K +355 +3%
CPC
291
Cookson Peirce & Co
Pennsylvania
$649K +$649K +14,485 New
TC
292
TownSquare Capital
Utah
$645K +$190K +4,336 +42%
WF
293
Welch & Forbes
Massachusetts
$636K – – –
ACA
294
Aptus Capital Advisors
Alabama
$633K -$163K -3,638 -20%
O
295
Ossiam
France
$631K +$166K +3,712 +36%
DI
296
DFPG Investments
Utah
$631K +$207K +4,605 +49%
ST
297
Smithfield Trust
Pennsylvania
$615K – – –
ECM
298
EagleClaw Capital Management
Massachusetts
$610K +$320K +7,142 +111%
CAM
299
Costello Asset Management
Pennsylvania
$609K -$4.26K -95 -0.7%
Jane Street
300
Jane Street
New York
$600K +$600K +13,374 New
10 11
12
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