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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 %
LAM
426
Lountzis Asset Management
Pennsylvania
$177K +$177K +4,191 New
FHA
427
First Horizon Advisors
Tennessee
$173K – – –
CHC
428
City Holding Co
West Virginia
$163K – – –
AWA
429
Arkadios Wealth Advisors
Georgia
$159K +$68.2K +1,571 +75%
SFPG
430
Stonebridge Financial Planning Group
Florida
$156K +$694 +16 +0.4%
TF
431
Tompkins Financial
New York
$153K – – –
KPCM
432
Kings Point Capital Management
New York
$151K – – –
HR
433
Howe & Rusling
New York
$150K – – –
CFA
434
Carroll Financial Associates
North Carolina
$147K +$126 +3 +0.1%
NPP
435
New Potomac Partners
Maryland
$142K – – –
DAM
436
Delta Asset Management
Tennessee
$139K – – –
AII
437
AGF Investments Inc
Ontario, Canada
$138K +$49.9K +1,180 +57%
APA
438
American Portfolios Advisors
New York
$128K – – –
HI
439
Hudock Inc
Pennsylvania
$128K – – –
Group One Trading
440
Group One Trading
Illinois
$127K +$127K +3,000 New
AssetMark Inc
441
AssetMark Inc
California
$123K -$801K -18,929 -87%
BCV
442
Banque Cantonale Vaudoise
Switzerland
$123K -$204K -4,800 -62%
CIM
443
Contravisory Investment Management
Massachusetts
$122K +$122K +2,783 New
HDIM
444
Hanson & Doremus Investment Management
Vermont
$120K – – –
TPCW
445
TD Private Client Wealth
New York
$118K -$5.24K -124 -4%
PCG
446
Private Capital Group
Connecticut
$110K -$3.24K -77 -3%
AAM
447
Advisors Asset Management
Colorado
$109K +$109K +2,572 New
FHA
448
Flagship Harbor Advisors
Massachusetts
$104K +$21K +499 +25%
CI Investments Inc
449
CI Investments Inc
Ontario, Canada
$101K -$32K -753 -24%
TCOV
450
Trust Company of Vermont
Vermont
$100K -$21.1K -500 -17%
16 17
18
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