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Essential Utilities
WTRG

Overview Fund Activity

544 hedge funds and large institutions have $6.21B invested in Essential Utilities in 2019 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 218 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
11.83%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
68
Increased
218
Reduced
117
Closed
50
Calls
$3.76M
Puts
$3.74M
Net Calls
+$17K
Net Calls Change
+$17.8M

Top Buyers

1
ZP
Zimmer Partners
New York
$464M
2
Vanguard Group
Vanguard Group
Pennsylvania
$943M
3
BlackRock
BlackRock
New York
$845M
4
BC
Brookfield Corp
Ontario, Canada
$107M
5
Jennison Associates
Jennison Associates
New York
$99.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$40.4M
2
Two Sigma Investments
Two Sigma Investments
New York
$0
3
Prudential Financial
Prudential Financial
New Jersey
$6.14M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$101M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
426
Private Capital Group
Connecticut
$89K -$11.1K -316 -11%
EIM
427
Essex Investment Management
Massachusetts
$87K – – –
SCA
428
Stonebridge Capital Advisors
Minnesota
$87K +$87K +2,102 New
EWM
429
Executive Wealth Management
Michigan
$86K +$454 +11 +0.5%
SIC
430
Salem Investment Counselors
North Carolina
$83K – – –
GIC
431
Gantzert Investment Company
Illinois
$83K – – –
TPWA
432
TRUE Private Wealth Advisors
Oregon
$82K +$82K +2,000 New
WCG
433
Weaver Consulting Group
California
$79K – – –
AWM
434
Arbor Wealth Management
Florida
$78K – – –
RCAG
435
Rehmann Capital Advisory Group
Michigan
$72.8K +$165 +4 +0.2%
BRC
436
Bell Rock Capital
Delaware
$72K +$782 +19 +1%
JGIA
437
Jackson Grant Investment Advisers
Connecticut
$69K +$372 +9 +0.5%
DWM
438
Doyle Wealth Management
Florida
$68K +$68K +1,642 New
WWM
439
Willingdon Wealth Management
North Carolina
$66K – – –
TCOV
440
Trust Company of Vermont
Vermont
$62K – – –
EWM
441
Endurance Wealth Management
Rhode Island
$62K – – –
CCA
442
Catalyst Capital Advisors
New York
$62K – – –
CT
443
Clearstead Trust
Maine
$62K – – –
YWP
444
YorkBridge Wealth Partners
New York
$61K – – –
CSS
445
Cubist Systematic Strategies
Connecticut
$60K -$2.09M -50,270 -97%
TSW
446
Thompson Siegel & Walmsley
Virginia
$59K – – –
LGWM
447
Litman Gregory Wealth Management
California
$58K – – –
SF
448
Synovus Financial
Georgia
$58K +$126 +3 +0.2%
RE
449
RBC Europe
United Kingdom
$56.3K – – –
PCP
450
Proficio Capital Partners
Massachusetts
$56K – – –
16 17
18
19 20