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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 %
FIA
351
Foundations Investment Advisors
Arizona
$336K – – –
AI
352
Atria Investments
North Carolina
$334K +$334K +8,203 New
CIBC Asset Management
353
CIBC Asset Management
Ontario, Canada
$332K – – –
GJIC
354
Gamble Jones Investment Counsel
California
$332K – – –
CB
355
Community Bank
New York
$326K -$19.3K -475 -6%
OBWP
356
O'Brien Wealth Partners
Massachusetts
$326K – – –
MUAMU
357
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$325K +$81.3K +2,000 +33%
AWM
358
AE Wealth Management
Kansas
$324K +$324K +7,958 New
WSCM
359
Wellington Shields Capital Management
New York
$322K – – –
SBH
360
Segall Bryant & Hamill
Illinois
$318K -$16.9K -416 -5%
OAM
361
Oppenheimer Asset Management
New York
$318K +$48.1K +1,182 +18%
BCV
362
Banque Cantonale Vaudoise
Switzerland
$313K – – –
AIM
363
Anchor Investment Management
South Carolina
$313K +$204 +5 +0.1%
William Blair & Company
364
William Blair & Company
Illinois
$312K +$312K +7,663 New
SFS
365
Sowell Financial Services
Arkansas
$310K +$3.95K +97 +1%
NAMP
366
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$305K – – –
FB
367
Fulton Bank
Pennsylvania
$300K – – –
RMDI
368
R.M. Davis Inc
Maine
$298K -$20.4K -500 -6%
FA
369
FCG Advisors
New Jersey
$298K +$122 +3 +0%
Caisse de Depot et Placement du Quebec (CDPQ)
370
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$297K +$297K +7,298 New
CB
371
Commerce Bank
Missouri
$296K -$2.24K -55 -0.7%
Fifth Third Bancorp
372
Fifth Third Bancorp
Ohio
$291K -$91.6K -2,250 -24%
SWP
373
Stratos Wealth Partners
Ohio
$286K -$1.34K -33 -0.5%
RHBC
374
R.H. Bluestein & Co
Michigan
$285K -$81.4K -2,000 -22%
BSW
375
Buckingham Strategic Wealth
Missouri
$283K -$19.9K -490 -7%
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