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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 %
CG
401
Caprock Group
Idaho
$224K +$5.12K +126 +2%
T
402
TOBAM
France
$223K -$1.47M -36,027 -87%
KCM
403
Kathmere Capital Management
Pennsylvania
$221K +$8.53K +209 +4%
GT
404
Glenview Trust
Kentucky
$220K +$570 +14 +0.3%
DC
405
Davenport & Co
Virginia
$220K +$29.4K +720 +15%
MIM
406
Moseley Investment Management
Florida
$218K +$14.1K +348 +7%
PNC
407
Park National Corp
Ohio
$215K +$5.9K +145 +3%
FCBT
408
First Citizens Bank & Trust
North Carolina
$215K +$17.3K +425 +9%
DWT
409
Dorsey & Whitney Trust
South Dakota
$212K – – –
BDF
410
Balasa Dinverno & Foltz
$211K +$211K +5,174 New
PV
411
Private Vista
Illinois
$210K -$19.5K -480 -8%
Robeco Institutional Asset Management
412
Robeco Institutional Asset Management
Netherlands
$209K -$578K -14,181 -73%
IRF
413
IBM Retirement Fund
New York
$209K +$209K +5,125 New
FNT
414
First National Trust
Pennsylvania
$208K -$14.6K -360 -7%
AP
415
Advisor Partners
California
$208K +$16.4K +405 +9%
IIC
416
Ironwood Investment Counsel
Arizona
$207K +$207K +5,100 New
YMRC
417
Yorktown Management & Research Company
Virginia
$204K – – –
CAM
418
Cozad Asset Management
Illinois
$203K +$203K +4,991 New
OWP
419
Obermeyer Wealth Partners
Colorado
$202K – – –
CF
420
Centaurus Financial
California
$202K – – –
BFEC
421
Benjamin F. Edwards & Company
Missouri
$202K +$39.7K +977 +24%
TC
422
Telemus Capital
Michigan
$201K +$4.37K +100 +2%
DP
423
Dearborn Partners
Illinois
$200K +$23K +567 +13%
MFG
424
Magnus Financial Group
New York
$200K +$200K +4,915 New
CFG
425
Citizens Financial Group
Rhode Island
$185K +$60.6K +1,492 +49%
15 16
17
18 19