WTRG icon

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 %
MC
301
Moors & Cabot
Massachusetts
$483K -$120K -2,952 -20%
GLA
302
Good Life Advisors
Pennsylvania
$480K -$2.19K -54 -0.5%
AAS
303
Avantax Advisory Services
Texas
$477K -$64.9K -1,598 -12%
CTC
304
Central Trust Company
Missouri
$472K – – –
AIM
305
Arcadia Investment Management
Michigan
$472K +$8.14K +200 +2%
EA
306
Ecofin Advisors
United Kingdom
$471K +$471K +11,571 New
CEP
307
Chicago Equity Partners
Illinois
$468K +$62.9K +1,545 +16%
DCM
308
Dupont Capital Management
Delaware
$465K -$79.4K -1,949 -15%
Connor, Clark & Lunn Investment Management (CC&L)
309
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$462K +$462K +11,350 New
LIA
310
LS Investment Advisors
Michigan
$460K -$157K -3,865 -25%
CCMD
311
Cypress Capital Management (Delaware)
Delaware
$457K – – –
RFA
312
Reilly Financial Advisors
California
$448K -$7.97M -195,667 -95%
SMDAM
313
Sumitomo Mitsui DS Asset Management
Japan
$447K -$102K -2,499 -19%
TMAM
314
Tokio Marine Asset Management
Japan
$438K -$856K -21,036 -66%
VI
315
Versor Investments
New York
$435K +$435K +10,700 New
RICHC
316
Renaissance Investment Consultants Holding Company
Pennsylvania
$434K +$692 +17 +0.2%
BF
317
BOK Financial
Oklahoma
$430K -$32.5K -800 -7%
KFA
318
Krane Funds Advisors
New York
$427K -$51.4K -1,263 -11%
VI
319
Vestcor Inc
New Brunswick, Canada
$426K -$59.3K -1,459 -12%
MAFM
320
Mid Atlantic Financial Management
Pennsylvania
$425K -$1.91K -47 -0.4%
PCAP
321
Pratt Collard Advisory Partners
New York
$423K -$14.1K -347 -3%
UCFA
322
United Capital Financial Advisors
Texas
$421K -$197K -4,841 -32%
BNP Paribas Asset Management
323
BNP Paribas Asset Management
France
$421K +$11.8K +289 +3%
CP
324
Coho Partners
Pennsylvania
$418K -$61.1K -1,500 -13%
BCM
325
Blume Capital Management
California
$411K +$4.27K +105 +1%
11 12
13
14 15