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Essential Utilities
WTRG

Overview Fund Activity

594 hedge funds and large institutions have $7.11B invested in Essential Utilities in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 190 increasing their positions, 176 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+18
Holders Change %
+3.13%
% of All Funds
11.73%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
92
Increased
190
Reduced
176
Closed
60
Calls
$6.61M
Puts
$3.29M
Net Calls
+$3.31M
Net Calls Change
+$4.31M

Top Buyers

1
BlackRock
BlackRock
New York
+$116M
2
State Street
State Street
Massachusetts
+$80.9M
3
Stifel Financial
Stifel Financial
Missouri
+$55.7M
4
CC
Carlson Capital
Texas
+$44.5M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$34.7M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$80.1M
2
ZP
Zimmer Partners
New York
-$60.9M
3
KBC Group
KBC Group
Belgium
-$37.3M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$34.6M
5
Millennium Management
Millennium Management
New York
-$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
351
Paloma Partners
Connecticut
$422K -$929K -19,823 -69%
RHBC
352
R.H. Bluestein & Co
Michigan
$422K -$46.9K -1,000 -10%
WAM
353
World Asset Management
Michigan
$420K -$53.8K -1,147 -11%
KC
354
Kingfisher Capital
North Carolina
$420K +$1.64K +35 +0.4%
KA
355
Kovack Advisors
Florida
$410K +$52.7K +1,124 +15%
OC
356
Oppenheimer & Co
New York
$409K +$66.9K +1,425 +20%
LDFR
357
Lehman & Derafelo Financial Resources
Pennsylvania
$408K – – –
BAM
358
Barrett Asset Management
New York
$407K – – –
FIA
359
Foundations Investment Advisors
Arizona
$401K – – –
RMA
360
Roffman Miller Associates
Pennsylvania
$399K -$29.3K -625 -7%
Daiwa Securities Group
361
Daiwa Securities Group
Japan
$399K +$399K +8,501 New
CB
362
Community Bank
New York
$398K +$8.21K +175 +2%
ATC
363
Argent Trust Co
Tennessee
$396K -$94 -2 -0%
VFA
364
Voya Financial Advisors
Connecticut
$393K -$25.6K -543 -6%
Nordea Investment Management
365
Nordea Investment Management
Sweden
$392K -$24.8M -524,135 -98%
AF
366
Affiance Financial
Minnesota
$392K -$6.15K -131 -2%
ACM
367
Advisors Capital Management
New Jersey
$391K +$1.92K +41 +0.5%
SBH
368
Segall Bryant & Hamill
Illinois
$386K -$87.8K -1,875 -19%
GJIC
369
Gamble Jones Investment Counsel
California
$383K – – –
CIBC Asset Management
370
CIBC Asset Management
Ontario, Canada
$383K +$85.4K +1,821 +29%
HAM
371
Highstreet Asset Management
Ontario, Canada
$380K +$380K +8,094 New
OBWP
372
O'Brien Wealth Partners
Massachusetts
$375K – – –
WSCM
373
Wellington Shields Capital Management
New York
$372K – – –
LNWWM
374
Laird Norton Wetherby Wealth Management
California
$370K -$37.7K -802 -9%
RMDI
375
R.M. Davis Inc
Maine
$367K – – –
13 14
15
16 17