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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 %
APW
376
Aurora Private Wealth
New Jersey
$278K +$278K +6,830 New
FWIA
377
Fort Washington Investment Advisors
Ohio
$275K – – –
BA
378
Bridgewater Associates
Connecticut
$272K +$272K +6,679 New
BHIA
379
Birch Hill Investment Advisors
Massachusetts
$271K – – –
CAPTRUST Financial Advisors
380
CAPTRUST Financial Advisors
North Carolina
$271K +$271K +7,013 New
KLI
381
Kelman-Lazarov Inc
Tennessee
$266K -$125K -3,075 -32%
PWA
382
Providence Wealth Advisors
Illinois
$261K -$1.41K -37 -0.5%
PWLP
383
Prio Wealth Limited Partnership
Massachusetts
$259K -$14.1K -346 -5%
LBC
384
Lowe Brockenbrough & Co
Virginia
$258K – – –
GCP
385
GSA Capital Partners
United Kingdom
$257K +$257K +6,311 New
GWM
386
Geneos Wealth Management
Colorado
$257K +$257K +6,363 New
ATC
387
Argent Trust Co
Tennessee
$254K -$88.8K -2,186 -26%
MFG
388
MidWestOne Financial Group
Iowa
$254K – – –
BFM
389
Boothbay Fund Management
New York
$253K -$123K -3,022 -33%
ASN
390
Advisory Services Network
Georgia
$252K -$34.5K -848 -12%
CCA
391
Conestoga Capital Advisors
Pennsylvania
$248K – – –
V
392
Veritable
Delaware
$244K -$6.03K -148 -2%
CRIG
393
Charter Research & Investment Group
Connecticut
$241K – – –
CI
394
Cigna Investments
Connecticut
$241K +$16.2K +400 +7%
FPCG
395
Fort Pitt Capital Group
Pennsylvania
$237K +$163 +4 +0.1%
JIC
396
Joel Isaacson & Co
New York
$234K – – –
UB
397
UMB Bank
Missouri
$234K +$448 +11 +0.2%
UF
398
Univest Financial
Pennsylvania
$229K +$229K +5,636 New
HNB
399
Huntington National Bank
Ohio
$224K -$8.17K -200 -4%
1SB
400
1ST Source Bank
Indiana
$224K – – –
14 15
16
17 18