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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 %
EA
326
Emerald Advisers
Pennsylvania
$409K -$580K -14,248 -59%
OC
327
Oppenheimer & Co
New York
$403K +$48.1K +1,181 +14%
BHWM
328
Bar Harbor Wealth Management
New Hampshire
$398K -$41 -1 -0%
GVAG
329
Great Valley Advisor Group
Delaware
$389K +$41 +1 +0%
CC
330
Cannell & Co
New York
$388K -$4.07K -100 -1%
HSA
331
HBK Sorce Advisory
Pennsylvania
$383K +$9.92K +244 +3%
BCCM
332
Bridge Creek Capital Management
Massachusetts
$379K -$3.05K -75 -0.8%
TW
333
TrinityPoint Wealth
Connecticut
$375K – – –
MCM
334
Murphy Capital Management
New Jersey
$375K +$375K +9,232 New
SWM
335
SeaCrest Wealth Management
New York
$374K -$44.2K -1,086 -11%
HFA
336
Hoover Financial Advisors
Pennsylvania
$373K -$111K -2,718 -23%
KC
337
Kingfisher Capital
North Carolina
$366K +$1.38K +34 +0.4%
Daiwa Securities Group
338
Daiwa Securities Group
Japan
$364K +$18.3K +450 +5%
ACM
339
AlphaCrest Capital Management
New York
$362K -$22.4K -550 -6%
OSIA
340
O'Shares Investment Advisers
Massachusetts
$361K -$27.5K -677 -7%
WAM
341
World Asset Management
Michigan
$358K -$7.05K -173 -2%
LDFR
342
Lehman & Derafelo Financial Resources
Pennsylvania
$354K – – –
BAM
343
Barrett Asset Management
New York
$353K – – –
CCFCSB
344
Cape Cod Five Cents Savings Bank
Massachusetts
$349K -$44.4K -1,090 -11%
KA
345
Kovack Advisors
Florida
$346K -$9.73K -239 -3%
BIA
346
Bigelow Investment Advisors
Maine
$343K -$172K -4,214 -33%
Nordea Investment Management
347
Nordea Investment Management
Sweden
$342K – – –
AF
348
Affiance Financial
Minnesota
$340K – – –
ACM
349
Advisors Capital Management
New Jersey
$339K – – –
LNWWM
350
Laird Norton Wetherby Wealth Management
California
$337K +$16.6K +407 +5%
12 13
14
15 16