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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 %
TPW
276
Tiller Private Wealth
Pennsylvania
$626K – – –
HIC
277
Hartline Investment Corp
Illinois
$613K – – –
Natixis Advisors
278
Natixis Advisors
Massachusetts
$613K +$85.8K +2,031 +16%
Caisse de Depot et Placement du Quebec (CDPQ)
279
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$604K +$296K +7,000 +96%
WF
280
Welch & Forbes
Massachusetts
$599K – – –
DADC
281
D.A. Davidson & Co
Montana
$592K -$148K -3,507 -20%
MC
282
Moors & Cabot
Massachusetts
$588K +$86.5K +2,052 +17%
ST
283
Smithfield Trust
Pennsylvania
$585K +$5.5K +130 +0.9%
CSS
284
Cubist Systematic Strategies
Connecticut
$576K +$36.7K +869 +7%
Nomura Holdings
285
Nomura Holdings
Japan
$571K +$571K +13,519 New
Neuberger Berman Group
286
Neuberger Berman Group
New York
$567K -$106K -2,508 -16%
Squarepoint
287
Squarepoint
New York
$565K -$2.17M -51,292 -79%
BP
288
BBR Partners
New York
$565K – – –
CAM
289
Costello Asset Management
Pennsylvania
$562K +$562K +13,306 New
BFM
290
Boothbay Fund Management
New York
$557K +$294K +6,958 +112%
BAMF
291
BI Asset Management Fondsmaeglerselskab
Denmark
$555K +$555K +13,139 New
CAN
292
Cetera Advisor Networks
California
$549K -$25.1K -594 -4%
BBVA
293
Banco Bilbao Vizcaya Argentaria
Spain
$549K +$549K +13,009 New
SCM
294
Shelton Capital Management
Colorado
$531K -$36.6K -866 -6%
BCM
295
Birch Capital Management
Texas
$520K – – –
IFWM
296
Institute for Wealth Management
Colorado
$517K +$4.22K +100 +0.8%
FMT
297
First Mercantile Trust
Tennessee
$509K -$24.7K -586 -5%
PA
298
Pinnacle Associates
New York
$506K -$14.5K -344 -3%
GLA
299
Good Life Advisors
Pennsylvania
$498K -$1.73K -41 -0.3%
LIA
300
LS Investment Advisors
Michigan
$495K +$18K +426 +4%
10 11
12
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