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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 %
PP
401
Paloma Partners
Connecticut
$221K -$627K -14,870 -74%
IRF
402
IBM Retirement Fund
New York
$221K +$4.23K +100 +2%
AP
403
Advisor Partners
California
$221K +$4.52K +107 +2%
IIC
404
Ironwood Investment Counsel
Arizona
$221K +$5.82K +138 +3%
KCM
405
Kathmere Capital Management
Pennsylvania
$220K -$8.83K -209 -4%
MIM
406
Moseley Investment Management
Florida
$219K -$7.95K -188 -4%
PV
407
Private Vista
Illinois
$219K – – –
DWT
408
Dorsey & Whitney Trust
South Dakota
$218K -$1.31K -31 -0.6%
Robeco Institutional Asset Management
409
Robeco Institutional Asset Management
Netherlands
$217K – – –
Mackenzie Financial
410
Mackenzie Financial
Ontario, Canada
$215K -$837K -19,862 -80%
RMA
411
Roffman Miller Associates
Pennsylvania
$215K +$215K +5,094 New
KCM
412
Kennedy Capital Management
Missouri
$214K +$214K +5,056 New
3C
413
361 Capital
Colorado
$214K +$214K +5,073 New
NICM
414
Neo Ivy Capital Management
New York
$213K +$213K +5,044 New
EA
415
Emerald Advisers
Pennsylvania
$212K -$213K -5,037 -50%
HNB
416
Huntington National Bank
Ohio
$211K -$21.2K -500 -9%
JFGIW
417
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$211K +$211K +5,000 New
OWP
418
Obermeyer Wealth Partners
Colorado
$209K – – –
RJT
419
Raymond James Trust
Florida
$209K +$209K +4,938 New
DP
420
Dearborn Partners
Illinois
$208K +$379 +9 +0.2%
CF
421
Centaurus Financial
California
$205K -$4.22K -100 -2%
Northwestern Mutual Wealth Management
422
Northwestern Mutual Wealth Management
Wisconsin
$200K +$19.7K +466 +11%
EIP
423
Ellis Investment Partners
Pennsylvania
$195K +$951 +22 +0.5%
TFA
424
Transamerica Financial Advisors
Florida
$180K +$180K +4,249 New
BFEC
425
Benjamin F. Edwards & Company
Missouri
$178K -$31.7K -750 -15%
15 16
17
18 19