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Essential Utilities
WTRG

Overview Fund Activity

544 hedge funds and large institutions have $6.21B invested in Essential Utilities in 2019 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 218 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
11.83%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
68
Increased
218
Reduced
117
Closed
50
Calls
$3.76M
Puts
$3.74M
Net Calls
+$17K
Net Calls Change
+$17.8M

Top Buyers

1
ZP
Zimmer Partners
New York
$464M
2
Vanguard Group
Vanguard Group
Pennsylvania
$943M
3
BlackRock
BlackRock
New York
$845M
4
BC
Brookfield Corp
Ontario, Canada
$107M
5
Jennison Associates
Jennison Associates
New York
$99.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$40.4M
2
Two Sigma Investments
Two Sigma Investments
New York
$0
3
Prudential Financial
Prudential Financial
New Jersey
$6.14M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$101M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
301
Vident Investment Advisory
Georgia
$442K +$154K +3,725 +53%
LIA
302
LS Investment Advisors
Michigan
$437K +$45.1K +1,090 +12%
TC
303
TownSquare Capital
Utah
$436K +$436K +10,407 New
TD Asset Management
304
TD Asset Management
Ontario, Canada
$432K -$336K -8,110 -44%
O
305
Ossiam
France
$429K +$429K +10,373 New
MAFM
306
Mid Atlantic Financial Management
Pennsylvania
$426K – – –
KLI
307
Kelman-Lazarov Inc
Tennessee
$424K -$67.3K -1,625 -14%
BHWM
308
Bar Harbor Wealth Management
New Hampshire
$424K – – –
AIM
309
Arcadia Investment Management
Michigan
$420K – – –
SBH
310
Segall Bryant & Hamill
Illinois
$419K +$64.8K +1,565 +18%
WAM
311
World Asset Management
Michigan
$419K +$72.2K +1,747 +21%
RHBC
312
R.H. Bluestein & Co
Michigan
$414K -$4.14K -100 -1%
BCM
313
Blume Capital Management
California
$414K – – –
Asset Management One
314
Asset Management One
Japan
$407K – – –
Chevy Chase Trust
315
Chevy Chase Trust
Maryland
$406K – – –
CCFCSB
316
Cape Cod Five Cents Savings Bank
Massachusetts
$400K – – –
CC
317
Cannell & Co
New York
$398K – – –
RMA
318
Roffman Miller Associates
Pennsylvania
$391K +$120K +2,891 +44%
DI
319
DFPG Investments
Utah
$391K +$391K +9,406 New
OSIA
320
O'Shares Investment Advisers
Massachusetts
$379K -$5.33K -129 -1%
TW
321
TrinityPoint Wealth
Connecticut
$376K – – –
KC
322
Kingfisher Capital
North Carolina
$368K +$1.49K +36 +0.4%
Fifth Third Bancorp
323
Fifth Third Bancorp
Ohio
$363K +$60.3K +1,458 +20%
HSA
324
HBK Sorce Advisory
Pennsylvania
$362K +$6.49K +157 +2%
CCM
325
Cribstone Capital Management
Maine
$361K – – –
11 12
13
14 15