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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 %
Neuberger Berman Group
276
Neuberger Berman Group
New York
$648K +$3.62K +89 +0.6%
O
277
Ossiam
France
$630K +$630K +15,471 New
SEI Investments
278
SEI Investments
Pennsylvania
$629K -$25.6K -629 -4%
OMC
279
Old Mission Capital
Illinois
$628K +$628K +15,426 New
WTC
280
WhitTier Trust Company
Nevada
$611K -$10.4K -255 -2%
TPW
281
Tiller Private Wealth
Pennsylvania
$603K – – –
Bank Julius Baer & Co
282
Bank Julius Baer & Co
Switzerland
$594K +$594K +14,602 New
HIC
283
Hartline Investment Corp
Illinois
$591K +$591K +14,520 New
WF
284
Welch & Forbes
Massachusetts
$578K – – –
GP
285
Girard Partners
Pennsylvania
$565K +$120K +2,960 +27%
ST
286
Smithfield Trust
Pennsylvania
$558K – – –
CAN
287
Cetera Advisor Networks
California
$553K -$102K -2,512 -16%
SCM
288
Shelton Capital Management
Colorado
$547K -$16.3K -400 -3%
BP
289
BBR Partners
New York
$544K – – –
GEA
290
Glen Eagle Advisors
New Jersey
$532K -$324K -7,966 -38%
RCA
291
Ranch Capital Advisors
Florida
$528K -$10.3K -253 -2%
CSS
292
Cubist Systematic Strategies
Connecticut
$520K +$520K +12,774 New
Aberdeen Group
293
Aberdeen Group
United Kingdom
$519K +$15.4K +377 +3%
FMT
294
First Mercantile Trust
Tennessee
$514K -$99.3K -2,443 -16%
Natixis Advisors
295
Natixis Advisors
Massachusetts
$508K +$508K +12,476 New
BCM
296
Birch Capital Management
Texas
$502K -$151K -3,712 -23%
PA
297
Pinnacle Associates
New York
$502K +$81 +2 +0%
IFWM
298
Institute for Wealth Management
Colorado
$494K – – –
AF
299
Aldebaran Financial
$491K -$12.2K -300 -2%
Susquehanna International Group
300
Susquehanna International Group
Pennsylvania
$488K -$222K -5,461 -31%
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