WTRG icon

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 %
FCB
451
First Command Bank
Texas
$55K – – –
FCFS
452
First Command Financial Services
Texas
$55K – – –
BWM
453
Baystate Wealth Management
Massachusetts
$53K +$288 +7 +0.5%
DOA
454
D'Orazio & Associates
Virginia
$52K -$12.5K -300 -19%
VFA
455
Valeo Financial Advisors
Indiana
$52K – – –
AF
456
Allworth Financial
California
$52K +$288 +7 +0.6%
AF
457
Arrow Financial
New York
$49K +$4.15K +100 +9%
SIAS
458
Shine Investment Advisory Services
Colorado
$48K – – –
TVWM
459
Tower View Wealth Management
Wisconsin
$47K -$3.57K -87 -7%
SFG
460
SevenBridge Financial Group
Pennsylvania
$47K +$7.73K +187 +20%
NFG
461
Next Financial Group
Texas
$45K +$35.9K +876 +393%
Nomura Asset Management
462
Nomura Asset Management
Japan
$45K +$45K +1,080 New
LWA
463
Lenox Wealth Advisors
New York
$44K +$208 +5 +0.5%
ADL
464
Asset Dedication LLC
California
$43K – – –
GI
465
Gradient Investments
Minnesota
$43K – – –
CFGS
466
Concourse Financial Group Securities
Alabama
$42K – – –
WPW
467
Winthrop Partners - WNY
New York
$41.4K – – –
OIA
468
OneDigital Investment Advisors
Kansas
$41K – – –
LWM
469
Liberty Wealth Management
California
$41K +$41K +1,000 New
RWA
470
Ropes Wealth Advisors
Massachusetts
$41K +$41K +1,000 New
FGAM
471
Financial Gravity Asset Management
Texas
$38K +$17.3K +414 +84%
RA
472
Rational Advisors
New York
$37K – – –
NSB
473
Norway Savings Bank
Maine
$37K +$37K +900 New
SIS
474
Sound Income Strategies
Florida
$36K – – –
FPS
475
Fieldpoint Private Securities
Connecticut
$34K +$34K +806 New
17 18
19
20 21