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Essential Utilities
WTRG

Overview Fund Activity

576 hedge funds and large institutions have $6.6B invested in Essential Utilities in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 186 increasing their positions, 180 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+32
Holders Change %
+5.88%
% of All Funds
12.65%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
65
Increased
186
Reduced
180
Closed
31
Calls
$4.84M
Puts
$5.83M
Net Calls
-$995K
Net Calls Change
-$1.01M

Top Buyers

1
DZ Bank
DZ Bank
Germany
$38.2M
2
GF
Gabelli Funds
New York
$50.4M
3
Fidelity International
Fidelity International
Bermuda
$20.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20.6M
5
Morgan Stanley
Morgan Stanley
New York
$78.5M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$0
2
State Street
State Street
Massachusetts
$427M
3
LM
Luminus Management
Texas
$10.2M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$23.9M
5
NI
Nuance Investments
Missouri
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
351
TrinityPoint Wealth
Connecticut
$401K – – –
AAS
352
Avantax Advisory Services
Texas
$401K +$107K +2,369 +36%
KC
353
Kingfisher Capital
North Carolina
$400K +$1.52K +34 +0.4%
HSA
354
HBK Sorce Advisory
Pennsylvania
$399K +$6.1K +136 +2%
VFA
355
Voya Financial Advisors
Connecticut
$397K +$155K +3,483 +64%
CCM
356
Cribstone Capital Management
Maine
$391K – – –
LDFR
357
Lehman & Derafelo Financial Resources
Pennsylvania
$390K +$3.54K +79 +0.9%
FIA
358
Foundations Investment Advisors
Arizona
$390K +$390K +8,704 New
LNWWM
359
Laird Norton Wetherby Wealth Management
California
$389K +$2.56K +57 +0.7%
BAM
360
Barrett Asset Management
New York
$389K +$97.3K +2,170 +33%
BFM
361
Boothbay Fund Management
New York
$389K +$389K +8,668 New
TC
362
TradeLink Capital
Illinois
$386K +$386K +8,600 New
AF
363
Affiance Financial
Minnesota
$380K – – –
ATC
364
Argent Trust Co
Tennessee
$378K +$378K +8,438 New
CB
365
Community Bank
New York
$372K – – –
ACM
366
Advisors Capital Management
New Jersey
$372K +$372K +8,299 New
BCCM
367
Bridge Creek Capital Management
Massachusetts
$371K – – –
GJIC
368
Gamble Jones Investment Counsel
California
$366K – – –
OBWP
369
O'Brien Wealth Partners
Massachusetts
$365K – – –
CEP
370
Chicago Equity Partners
Illinois
$360K +$360K +8,040 New
SI
371
Stephens Inc
Arkansas
$359K -$4.52K -101 -1%
WSCM
372
Wellington Shields Capital Management
New York
$355K – – –
RMDI
373
R.M. Davis Inc
Maine
$350K +$87K +1,942 +33%
OAM
374
Oppenheimer Asset Management
New York
$347K +$7K +156 +2%
FA
375
FCG Advisors
New Jersey
$346K +$90 +2 +0%
13 14
15
16 17