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Essential Utilities
WTRG

Overview Fund Activity

576 hedge funds and large institutions have $6.6B invested in Essential Utilities in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 186 increasing their positions, 180 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+32
Holders Change %
+5.88%
% of All Funds
12.65%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
65
Increased
186
Reduced
180
Closed
31
Calls
$4.84M
Puts
$5.83M
Net Calls
-$995K
Net Calls Change
-$1.01M

Top Buyers

1
DZ Bank
DZ Bank
Germany
$38.2M
2
GF
Gabelli Funds
New York
$50.4M
3
Fidelity International
Fidelity International
Bermuda
$20.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20.6M
5
Morgan Stanley
Morgan Stanley
New York
$78.5M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$0
2
State Street
State Street
Massachusetts
$427M
3
LM
Luminus Management
Texas
$10.2M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$23.9M
5
NI
Nuance Investments
Missouri
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPCM
451
Kings Point Capital Management
New York
$161K – – –
HR
452
Howe & Rusling
New York
$159K – – –
CFA
453
Carroll Financial Associates
North Carolina
$156K – – –
BAM
454
Belpointe Asset Management
Nevada
$153K +$21.3K +475 +16%
NPP
455
New Potomac Partners
Maryland
$151K – – –
NICM
456
Neo Ivy Capital Management
New York
$148K +$148K +3,334 New
APA
457
American Portfolios Advisors
New York
$139K – – –
PFSC
458
Peoples Financial Services Corp
Pennsylvania
$131K – – –
PCG
459
Private Capital Group
Connecticut
$129K +$15.5K +347 +14%
HDIM
460
Hanson & Doremus Investment Management
Vermont
$127K – – –
HI
461
Hudock Inc
Pennsylvania
$120K – – –
QCG
462
Quadrant Capital Group
Ohio
$113K – – –
NCM
463
Next Capital Management
New York
$112K – – –
LWCFA
464
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$105K – – –
CAPTRUST Financial Advisors
465
CAPTRUST Financial Advisors
North Carolina
$96K -$15.7K -350 -14%
EIM
466
Essex Investment Management
Massachusetts
$94K – – –
SCA
467
Stonebridge Capital Advisors
Minnesota
$94K – – –
SIC
468
Salem Investment Counselors
North Carolina
$90K – – –
GIC
469
Gantzert Investment Company
Illinois
$90K – – –
CAL
470
Capital Analysts LLC
Pennsylvania
$88K -$61.1K -1,366 -41%
BRC
471
Bell Rock Capital
Delaware
$85K +$7K +157 +9%
WCG
472
Weaver Consulting Group
California
$80K – – –
TRCT
473
Tower Research Capital (TRC)
New York
$76K -$93.2K -2,069 -55%
JGIA
474
Jackson Grant Investment Advisers
Connecticut
$75K +$402 +9 +0.5%
WWM
475
Willingdon Wealth Management
North Carolina
$71K – – –
17 18
19
20 21