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Essential Utilities
WTRG

Overview Fund Activity

544 hedge funds and large institutions have $6.21B invested in Essential Utilities in 2019 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 218 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
11.83%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
68
Increased
218
Reduced
117
Closed
50
Calls
$3.76M
Puts
$3.74M
Net Calls
+$17K
Net Calls Change
+$17.8M

Top Buyers

1
ZP
Zimmer Partners
New York
$464M
2
Vanguard Group
Vanguard Group
Pennsylvania
$943M
3
BlackRock
BlackRock
New York
$845M
4
BC
Brookfield Corp
Ontario, Canada
$107M
5
Jennison Associates
Jennison Associates
New York
$99.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$40.4M
2
Two Sigma Investments
Two Sigma Investments
New York
$0
3
Prudential Financial
Prudential Financial
New Jersey
$6.14M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$101M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LBC
351
Lowe Brockenbrough & Co
Virginia
$290K – – –
NAMP
352
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$285K – – –
PWA
353
Providence Wealth Advisors
Illinois
$282K – – –
SPI
354
Santori & Peters Inc
Pennsylvania
$282K +$282K +6,828 New
FIM
355
Freedom Investment Management
Connecticut
$277K +$1.74K +42 +0.6%
BHIA
356
Birch Hill Investment Advisors
Massachusetts
$276K – – –
AAS
357
Avantax Advisory Services
Texas
$271K +$1.04K +25 +0.4%
BAM
358
Barrett Asset Management
New York
$269K – – –
ECM
359
EagleClaw Capital Management
Massachusetts
$267K – – –
PWLP
360
Prio Wealth Limited Partnership
Massachusetts
$266K – – –
CIBC Asset Management
361
CIBC Asset Management
Ontario, Canada
$263K – – –
PV
362
Private Vista
Illinois
$259K +$8.28K +200 +3%
MFG
363
MidWestOne Financial Group
Iowa
$259K +$259K +6,250 New
MIM
364
Moseley Investment Management
Florida
$257K +$372 +9 +0.1%
TMAM
365
Tokio Marine Asset Management
Japan
$256K – – –
JIC
366
Joel Isaacson & Co
New York
$252K -$166 -4 -0.1%
CCA
367
Conestoga Capital Advisors
Pennsylvania
$252K – – –
QI
368
QS Investors
New York
$249K – – –
PNC
369
Park National Corp
Ohio
$248K -$5.05K -122 -2%
V
370
Veritable
Delaware
$246K +$8.21K +198 +3%
CRIG
371
Charter Research & Investment Group
Connecticut
$245K – – –
RMDI
372
R.M. Davis Inc
Maine
$243K – – –
RAG
373
Roof Advisory Group
Pennsylvania
$241K – – –
CG
374
Caprock Group
Idaho
$241K +$6.08K +147 +3%
PD
375
Planning Directions
Pennsylvania
$238K +$868 +21 +0.4%
13 14
15
16 17