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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 %
Northwestern Mutual Wealth Management
426
Northwestern Mutual Wealth Management
Wisconsin
$173K -$63.4K -1,562 -27%
EIP
427
Ellis Investment Partners
Pennsylvania
$173K -$12.8K -332 -7%
FHA
428
First Horizon Advisors
Tennessee
$167K +$167K +4,100 New
PI
429
PEAK6 Investments
Illinois
$164K +$164K +4,029 New
CHC
430
City Holding Co
West Virginia
$157K – – –
SFPG
431
Stonebridge Financial Planning Group
Florida
$153K -$6.84K -160 -4%
TF
432
Tompkins Financial
New York
$148K – – –
FA
433
Fortis Advisors
Pennsylvania
$148K +$140K +3,436 +1,718%
KPCM
434
Kings Point Capital Management
New York
$146K – – –
HR
435
Howe & Rusling
New York
$144K – – –
CFA
436
Carroll Financial Associates
North Carolina
$142K +$81 +2 +0.1%
NPP
437
New Potomac Partners
Maryland
$137K – – –
DAM
438
Delta Asset Management
Tennessee
$134K -$166K -4,100 -55%
NFG
439
Next Financial Group
Texas
$131K +$119K +2,919 +1,003%
CI Investments Inc
440
CI Investments Inc
Ontario, Canada
$128K -$76.7K -1,878 -37%
APA
441
American Portfolios Advisors
New York
$124K -$6.67K -164 -5%
HI
442
Hudock Inc
Pennsylvania
$123K – – –
QCG
443
Quadrant Capital Group
Ohio
$120K +$9.25K +230 +8%
TPCW
444
TD Private Client Wealth
New York
$119K +$119K +2,925 New
TCOV
445
Trust Company of Vermont
Vermont
$117K +$56K +1,375 +92%
HDIM
446
Hanson & Doremus Investment Management
Vermont
$115K – – –
PCG
447
Private Capital Group
Connecticut
$109K +$13.7K +338 +14%
CL
448
CSS LLC
Illinois
$106K – – –
NCM
449
Next Capital Management
New York
$102K +$102K +2,500 New
PCM
450
Prelude Capital Management
New York
$100K +$100K +2,446 New
16 17
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