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Essential Utilities
WTRG

578 hedge funds and large institutions have $6.72B invested in Essential Utilities in 2020 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 168 increasing their positions, 195 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

4.05% more ownership

Funds ownership: 70.22% → 74.27% (+4.1%)

4% more call options, than puts

Call options by funds: $7.13M | Put options by funds: $6.86M

3% less funds holding

Funds holding: 595 → 578 (-17)

5% less capital invested

Capital invested by funds: $7.11B → $6.72B (-$387M)

12% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 103

14% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 195

Holders
578
Holders Change
-17
Holders Change %
-2.86%
% of All Funds
12.74%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
91
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
+$1.02B
2
Franklin Resources
Franklin Resources
California
+$82.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$29.1M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$20.3M
5
TIA
Tandem Investment Advisors
South Carolina
+$16.2M

Top Sellers

1
BPSG
Brookfield Public Securities Group
New York
-$172M
2
ZP
Zimmer Partners
New York
-$67.7M
3
Principal Financial Group
Principal Financial Group
Iowa
-$53.3M
4
BlackRock
BlackRock
New York
-$37.6M
5
DZ Bank
DZ Bank
Germany
-$32.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
376
Buckingham Strategic Wealth
Missouri
$283K -$23.1K -490 -7%
APW
377
Aurora Private Wealth
New Jersey
$278K +$322K +6,830 New
FWIA
378
Fort Washington Investment Advisors
Ohio
$275K – – –
BA
379
Bridgewater Associates
Connecticut
$272K +$315K +6,679 New
BHIA
380
Birch Hill Investment Advisors
Massachusetts
$271K – – –
CAPTRUST Financial Advisors
381
CAPTRUST Financial Advisors
North Carolina
$271K +$331K +7,013 New
KLI
382
Kelman-Lazarov Inc
Tennessee
$266K -$145K -3,075 -32%
PWA
383
Providence Wealth Advisors
Illinois
$261K -$1.75K -37 -0.5%
PWLP
384
Prio Wealth Limited Partnership
Massachusetts
$259K -$16.3K -346 -5%
LBC
385
Lowe Brockenbrough & Co
Virginia
$258K – – –
GCP
386
GSA Capital Partners
United Kingdom
$257K +$298K +6,311 New
GWM
387
Geneos Wealth Management
Colorado
$257K +$300K +6,363 New
ATC
388
Argent Trust Co
Tennessee
$254K -$103K -2,186 -26%
MFG
389
MidWestOne Financial Group
Iowa
$254K – – –
BFM
390
Boothbay Fund Management
New York
$253K -$143K -3,022 -33%
ASN
391
Advisory Services Network
Georgia
$252K -$40K -848 -12%
CCA
392
Conestoga Capital Advisors
Pennsylvania
$248K – – –
V
393
Veritable
Delaware
$244K -$6.98K -148 -2%
CRIG
394
Charter Research & Investment Group
Connecticut
$241K – – –
CI
395
Cigna Investments
Connecticut
$241K +$18.9K +400 +7%
FPCG
396
Fort Pitt Capital Group
Pennsylvania
$237K +$189 +4 +0.1%
JIC
397
Joel Isaacson & Co
New York
$234K – – –
UB
398
UMB Bank
Missouri
$234K +$519 +11 +0.2%
UF
399
Univest Financial
Pennsylvania
$229K +$266K +5,636 New
HNB
400
Huntington National Bank
Ohio
$224K -$9.44K -200 -4%
14 15
16
17 18

WTRG Hedge Fund Activity: Q1 2020 in Review

578 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q1 2020, worth a combined $6.72B — down 5.4% from $7.11B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of WTRG and 91 opened new positions — a net loss of 12 holders — while 195 trimmed existing stakes and 168 added.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $1.02B. The largest seller was Brookfield Public Securities Group, exiting entirely with an estimated $172M sold.

  • 578 institutional investors held Essential Utilities (WTRG) as of Q1 2020, down from 595 in Q4 2019.
  • Funds reported $6.72B of Essential Utilities stock for Q1 2020, down 5.4% quarter-over-quarter.
  • 91 funds opened new Essential Utilities positions in Q1 2020 and 103 closed out, a net change of -12 holders.
  • The largest Essential Utilities buyer in Q1 2020 was Canada Pension Plan Investment Board, an estimated $1.02B added.
  • The largest Essential Utilities seller in Q1 2020 was Brookfield Public Securities Group, an estimated $172M sold.

Based on aggregated 13F filings for Q1 2020.