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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 %
CCFCSB
376
Cape Cod Five Cents Savings Bank
Massachusetts
$278K -$84.6K -2,000 -23%
BSW
377
Buckingham Strategic Wealth
Missouri
$273K -$20.6K -487 -7%
PWLP
378
Prio Wealth Limited Partnership
Massachusetts
$269K – – –
LBC
379
Lowe Brockenbrough & Co
Virginia
$268K – – –
AIM
380
Aigen Investment Management
New York
$265K +$265K +6,264 New
ATC
381
Argent Trust Co
Tennessee
$264K – – –
CG
382
Caprock Group
Idaho
$258K +$25.7K +609 +11%
CCA
383
Conestoga Capital Advisors
Pennsylvania
$257K – – –
V
384
Veritable
Delaware
$257K +$4.14K +98 +2%
MCM
385
Mainstay Capital Management
Michigan
$256K +$256K +6,065 New
CRIG
386
Charter Research & Investment Group
Connecticut
$250K – – –
QI
387
QS Investors
New York
$250K +$250K +5,900 New
FPCG
388
Fort Pitt Capital Group
Pennsylvania
$246K – – –
GWM
389
Geneos Wealth Management
Colorado
$245K -$16.3K -398 -6%
JIC
390
Joel Isaacson & Co
New York
$243K – – –
UB
391
UMB Bank
Missouri
$243K +$549 +13 +0.2%
UF
392
Univest Financial
Pennsylvania
$238K – – –
DCM
393
Dupont Capital Management
Delaware
$235K -$247K -5,853 -51%
1SB
394
1ST Source Bank
Indiana
$233K – – –
KLI
395
Kelman-Lazarov Inc
Tennessee
$230K -$46.5K -1,100 -17%
DC
396
Davenport & Co
Virginia
$230K +$1.57K +37 +0.7%
PD
397
Planning Directions
Pennsylvania
$229K +$229K +5,430 New
GT
398
Glenview Trust
Kentucky
$228K – – –
FCBT
399
First Citizens Bank & Trust
North Carolina
$225K +$1.31K +31 +0.6%
CFG
400
Citizens Financial Group
Rhode Island
$225K +$32.1K +759 +17%
14 15
16
17 18