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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 %
CTC
301
Central Trust Company
Missouri
$490K – – –
EA
302
Ecofin Advisors
United Kingdom
$489K – – –
CCMD
303
Cypress Capital Management (Delaware)
Delaware
$474K – – –
AWM
304
AE Wealth Management
Kansas
$474K +$138K +3,265 +41%
SMDAM
305
Sumitomo Mitsui DS Asset Management
Japan
$471K +$6.88K +163 +1%
ECM
306
EagleClaw Capital Management
Massachusetts
$468K -$304K -7,160 -39%
RICHC
307
Renaissance Investment Consultants Holding Company
Pennsylvania
$466K -$19.8K -434 -4%
OC
308
Oppenheimer & Co
New York
$455K +$36.4K +860 +9%
VI
309
Vestcor Inc
New Brunswick, Canada
$442K – – –
MAFM
310
Mid Atlantic Financial Management
Pennsylvania
$442K +$127 +3 +0%
PHK
311
Point72 Hong Kong
Hong Kong
$442K +$442K +10,468 New
UCFA
312
United Capital Financial Advisors
Texas
$441K +$4.39K +104 +1%
SFS
313
Sowell Financial Services
Arkansas
$438K +$116K +2,749 +36%
GVAG
314
Great Valley Advisor Group
Delaware
$433K +$30.6K +725 +8%
RFA
315
Reilly Financial Advisors
California
$428K -$37K -875 -8%
BF
316
BOK Financial
Oklahoma
$428K -$18.8K -444 -4%
AAS
317
Avantax Advisory Services
Texas
$424K -$73.4K -1,732 -15%
BCM
318
Blume Capital Management
California
$422K -$4.43K -105 -1%
SWM
319
SeaCrest Wealth Management
New York
$421K +$33.4K +790 +9%
HSA
320
HBK Sorce Advisory
Pennsylvania
$418K +$20K +473 +5%
FWCM
321
Ferguson Wellman Capital Management
Oregon
$417K +$417K +9,872 New
PCAP
322
Pratt Collard Advisory Partners
New York
$414K -$24.3K -575 -6%
JT
323
Jump Trading
Illinois
$413K +$413K +9,788 New
CP
324
Coho Partners
Pennsylvania
$402K -$31.7K -750 -7%
CC
325
Cannell & Co
New York
$402K – – –
11 12
13
14 15