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Essential Utilities
WTRG

Overview Fund Activity

570 hedge funds and large institutions have $7.02B invested in Essential Utilities in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 194 increasing their positions, 169 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
-6
Holders Change %
-1.04%
% of All Funds
11.72%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
62
Increased
194
Reduced
169
Closed
64
Calls
$5.99M
Puts
$6.58M
Net Calls
-$595K
Net Calls Change
-$862K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.08B
2
Principal Financial Group
Principal Financial Group
Iowa
$44.5M
3
BlackRock
BlackRock
New York
$968M
4
NI
Nuance Investments
Missouri
$78M
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$125M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$5.41M
2
State Street
State Street
Massachusetts
$415M
3
Invesco
Invesco
Georgia
$95.4M
4
FAM
Fenimore Asset Management
New York
$0
5
CC
Carlson Capital
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
351
Anchor Investment Management
South Carolina
$325K – – –
CAPTRUST Financial Advisors
352
CAPTRUST Financial Advisors
North Carolina
$323K +$19.2K +444 +6%
SBH
353
Segall Bryant & Hamill
Illinois
$320K -$9.78K -232 -3%
KTC
354
Kistler-Tiffany Companies
Pennsylvania
$319K +$319K +7,551 New
KWM
355
Kingsview Wealth Management
Oregon
$319K +$319K +7,553 New
OAM
356
Optimal Asset Management
California
$318K +$318K +7,532 New
NAMP
357
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$316K – – –
JIC
358
Johnson Investment Counsel
Ohio
$313K +$313K +7,420 New
FB
359
Fulton Bank
Pennsylvania
$311K – – –
MFG
360
Magnus Financial Group
New York
$311K +$104K +2,452 +50%
CB
361
Commerce Bank
Missouri
$310K +$2.62K +62 +0.9%
FA
362
FCG Advisors
New Jersey
$309K +$127 +3 +0%
GP
363
Girard Partners
Pennsylvania
$304K -$283K -6,700 -48%
BHWM
364
Bar Harbor Wealth Management
New Hampshire
$303K -$110K -2,600 -27%
Fifth Third Bancorp
365
Fifth Third Bancorp
Ohio
$302K +$253 +6 +0.1%
PP
366
Pegasus Partners
Wisconsin
$301K +$301K +7,126 New
RHBC
367
R.H. Bluestein & Co
Michigan
$296K – – –
CI
368
Cigna Investments
Connecticut
$294K +$43.3K +1,026 +17%
SWP
369
Stratos Wealth Partners
Ohio
$289K -$7.68K -182 -3%
PWA
370
Providence Wealth Advisors
Illinois
$289K – – –
FWIA
371
Fort Washington Investment Advisors
Ohio
$285K – – –
KC
372
Kingfisher Capital
North Carolina
$283K -$97.3K -2,301 -26%
BHIA
373
Birch Hill Investment Advisors
Massachusetts
$282K – – –
OAM
374
Oppenheimer Asset Management
New York
$279K -$51.1K -1,210 -15%
ASN
375
Advisory Services Network
Georgia
$279K +$16.9K +399 +6%
13 14
15
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