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Essential Utilities
WTRG

Overview Fund Activity

594 hedge funds and large institutions have $7.11B invested in Essential Utilities in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 190 increasing their positions, 176 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+18
Holders Change %
+3.13%
% of All Funds
11.73%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
92
Increased
190
Reduced
176
Closed
60
Calls
$6.61M
Puts
$3.29M
Net Calls
+$3.31M
Net Calls Change
+$4.31M

Top Buyers

1
BlackRock
BlackRock
New York
+$116M
2
State Street
State Street
Massachusetts
+$80.9M
3
Stifel Financial
Stifel Financial
Missouri
+$55.7M
4
CC
Carlson Capital
Texas
+$44.5M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$34.7M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$80.1M
2
ZP
Zimmer Partners
New York
-$60.9M
3
KBC Group
KBC Group
Belgium
-$37.3M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$34.6M
5
Millennium Management
Millennium Management
New York
-$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
301
Shelton Capital Management
Colorado
$650K +$82.5K +1,756 +15%
ST
302
Smithfield Trust
Pennsylvania
$643K – – –
ATC
303
Adirondack Trust Company
New York
$642K +$8.15K +157 +1%
SMDAM
304
Sumitomo Mitsui DS Asset Management
Japan
$633K +$633K +13,493 New
KBC Group
305
KBC Group
Belgium
$628K -$37.3M -794,873 -98%
BP
306
BBR Partners
New York
$628K – – –
AAS
307
Avantax Advisory Services
Texas
$627K +$208K +4,424 +50%
DCM
308
Dupont Capital Management
Delaware
$627K +$627K +13,364 New
6M
309
6 Meridian
Kansas
$623K +$20.9K +445 +3%
RCA
310
Ranch Capital Advisors
Florida
$621K +$97.9K +2,086 +19%
BIA
311
Bigelow Investment Advisors
Maine
$593K +$148K +3,146 +33%
AF
312
Aldebaran Financial
$580K – – –
PA
313
Pinnacle Associates
New York
$579K -$516K -10,998 -47%
Aberdeen Group
314
Aberdeen Group
United Kingdom
$579K +$579K +12,344 New
IFWM
315
Institute for Wealth Management
Colorado
$570K – – –
OI
316
Oakbrook Investments
Illinois
$562K +$9.39K +200 +2%
VI
317
Vestcor Inc
New Brunswick, Canada
$560K +$560K +11,934 New
GLA
318
Good Life Advisors
Pennsylvania
$559K +$12.1K +258 +2%
HFA
319
Hoover Financial Advisors
Pennsylvania
$558K -$9.63K -205 -2%
KFA
320
Krane Funds Advisors
New York
$552K -$4.23K -90 -0.8%
CP
321
Coho Partners
Pennsylvania
$552K – – –
CC
322
Cipher Capital
New York
$552K +$552K +11,760 New
CTC
323
Central Trust Company
Missouri
$544K -$41.4K -881 -7%
AIM
324
Arcadia Investment Management
Michigan
$535K +$16.4K +350 +3%
BF
325
BOK Financial
Oklahoma
$534K -$51.6K -1,099 -9%
11 12
13
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