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Essential Utilities
WTRG

Overview Fund Activity

594 hedge funds and large institutions have $7.11B invested in Essential Utilities in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 190 increasing their positions, 176 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+18
Holders Change %
+3.13%
% of All Funds
11.73%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
92
Increased
190
Reduced
176
Closed
60
Calls
$6.61M
Puts
$3.29M
Net Calls
+$3.31M
Net Calls Change
+$4.31M

Top Buyers

1
BlackRock
BlackRock
New York
+$116M
2
State Street
State Street
Massachusetts
+$80.9M
3
Stifel Financial
Stifel Financial
Missouri
+$55.7M
4
CC
Carlson Capital
Texas
+$44.5M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$34.7M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$80.1M
2
ZP
Zimmer Partners
New York
-$60.9M
3
KBC Group
KBC Group
Belgium
-$37.3M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$34.6M
5
Millennium Management
Millennium Management
New York
-$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
426
Kathmere Capital Management
Pennsylvania
$245K +$245K +5,209 New
DWT
427
Dorsey & Whitney Trust
South Dakota
$243K -$2.11K -45 -0.9%
PNC
428
Park National Corp
Ohio
$241K -$9.38K -200 -4%
CCMG
429
Clark Capital Management Group
Pennsylvania
$241K – – –
MIM
430
Moseley Investment Management
Florida
$236K -$56.9K -1,211 -19%
SG
431
StoneX Group
New York
$236K +$23.4K +498 +11%
YMRC
432
Yorktown Management & Research Company
Virginia
$235K – – –
CI Investments Inc
433
CI Investments Inc
Ontario, Canada
$235K +$235K +5,011 New
CIBC Private Wealth Group
434
CIBC Private Wealth Group
Georgia
$233K -$1.22K -26 -0.5%
OWP
435
Obermeyer Wealth Partners
Colorado
$233K – – –
CF
436
Centaurus Financial
California
$233K +$233K +4,957 New
AP
437
Advisor Partners
California
$231K -$1.76K -36 -0.8%
LW
438
Linscomb Wealth
Texas
$230K +$515 +11 +0.2%
FCBT
439
First Citizens Bank & Trust
North Carolina
$229K +$229K +4,868 New
SI
440
Stephens Inc
Arkansas
$221K -$156K -3,311 -41%
EIP
441
Ellis Investment Partners
Pennsylvania
$221K -$11.7K -256 -5%
DC
442
Davenport & Co
Virginia
$220K +$220K +4,677 New
OIA
443
OneDigital Investment Advisors
Kansas
$218K -$1.6K -34 -0.7%
LNC
444
Lincoln National Corp
Pennsylvania
$216K -$46.6K -993 -18%
AWM
445
Altavista Wealth Management
North Carolina
$214K – – –
HAG
446
HighPoint Advisor Group
Illinois
$211K -$70.8K -1,391 -25%
TC
447
Telemus Capital
Michigan
$211K – – –
NIM
448
NXG Investment Management
Texas
$209K +$209K +4,448 New
DAC
449
Dividend Assets Capital
South Carolina
$206K +$206K +4,379 New
DP
450
Dearborn Partners
Illinois
$205K +$205K +4,357 New
16 17
18
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