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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 %
BP
301
BBR Partners
New York
$599K – – –
MCM
302
Murphy Capital Management
New Jersey
$579K -$19K -425 -3%
6M
303
6 Meridian
Kansas
$575K -$60.5K -1,350 -10%
BF
304
BOK Financial
Oklahoma
$559K +$16.2K +362 +3%
CTC
305
Central Trust Company
Missouri
$559K +$17.1K +381 +3%
AF
306
Aldebaran Financial
$555K – – –
ATC
307
Adirondack Trust Company
New York
$547K – – –
IFWM
308
Institute for Wealth Management
Colorado
$544K – – –
SCM
309
Shelton Capital Management
Colorado
$542K – – –
HFA
310
Hoover Financial Advisors
Pennsylvania
$542K – – –
TEE
311
Tibra Equities Europe
United Kingdom
$538K +$538K +12,000 New
UCFA
312
United Capital Financial Advisors
Texas
$536K -$99.2K -2,212 -16%
KFA
313
Krane Funds Advisors
New York
$531K +$504K +11,249 +1,891%
TMAM
314
Tokio Marine Asset Management
Japan
$529K +$251K +5,600 +90%
OI
315
Oakbrook Investments
Illinois
$528K -$8.97K -200 -2%
CP
316
Coho Partners
Pennsylvania
$527K – – –
QT
317
Quantbot Technologies
New York
$526K +$526K +11,755 New
IA
318
IndexIQ Advisors
New York
$524K -$27.3K -609 -5%
GLA
319
Good Life Advisors
Pennsylvania
$524K -$4.74K -105 -0.9%
CA
320
Commerzbank Aktiengesellschaft
Germany
$511K – – –
PCAP
321
Pratt Collard Advisory Partners
New York
$506K – – –
GP
322
Girard Partners
Pennsylvania
$504K -$36.9K -823 -7%
SO
323
STRS Ohio
Ohio
$504K +$504K +11,253 New
CCMD
324
Cypress Capital Management (Delaware)
Delaware
$503K +$503K +11,225 New
RCA
325
Ranch Capital Advisors
Florida
$500K +$500K +11,148 New
11 12
13
14 15