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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 %
MML Investors Services
376
MML Investors Services
Massachusetts
$237K -$11.2K -272 -5%
HL
377
HeadInvest LLC
Maine
$237K – – –
HIS
378
Harvest Investment Services
Illinois
$237K +$237K +5,804 New
UF
379
Univest Financial
Pennsylvania
$233K – – –
CCMG
380
Clark Capital Management Group
Pennsylvania
$233K – – –
CI
381
Cigna Investments
Connecticut
$230K +$230K +5,519 New
HNB
382
Huntington National Bank
Ohio
$228K – – –
1SB
383
1ST Source Bank
Indiana
$228K – – –
ACM
384
Azimuth Capital Management
Michigan
$228K – – –
PAM
385
Panagora Asset Management
Massachusetts
$227K – – –
FNT
386
First National Trust
Pennsylvania
$226K -$95.1K -2,303 -30%
ST
387
Sageworth Trust
Pennsylvania
$225K +$225K +5,446 New
GT
388
Glenview Trust
Kentucky
$223K +$223K +5,392 New
RJT
389
Raymond James Trust
Florida
$223K +$223K +5,406 New
FB
390
Fulton Bank
Pennsylvania
$222K +$222K +5,369 New
VFA
391
Voya Financial Advisors
Connecticut
$219K +$219K +5,412 New
H
392
Hexavest
Quebec, Canada
$217K – – –
EMG
393
ETF Managers Group
New Jersey
$213K +$40.8K +1,008 +24%
OCG
394
Opus Capital Group
Ohio
$207K -$990K -23,993 -83%
YMRC
395
Yorktown Management & Research Company
Virginia
$207K +$207K +5,000 New
EIP
396
Ellis Investment Partners
Pennsylvania
$206K +$206K +5,053 New
FNB
397
Farmers National Bank
Kentucky
$205K -$5.91K -143 -3%
OWP
398
Obermeyer Wealth Partners
Colorado
$205K +$205K +4,956 New
DWT
399
Dorsey & Whitney Trust
South Dakota
$203K +$203K +4,915 New
LW
400
Linscomb Wealth
Texas
$202K +$202K +4,886 New
14 15
16
17 18