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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 %
AT
451
Arden Trust
Delaware
$96K +$96K +2,375 New
LWCFA
452
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$95K – – –
LS
453
Livforsakringsbolaget Skandia
Sweden
$94K +$94K +2,300 New
PA
454
Parallel Advisors
California
$87K +$35.2K +875 +68%
AII
455
AGF Investments Inc
Ontario, Canada
$85K +$85K +2,086 New
AWA
456
Arkadios Wealth Advisors
Georgia
$85K +$19.8K +487 +30%
SIC
457
Salem Investment Counselors
North Carolina
$81K – – –
TPWA
458
TRUE Private Wealth Advisors
Oregon
$81K – – –
CAL
459
Capital Analysts LLC
Pennsylvania
$80K – – –
FHA
460
Flagship Harbor Advisors
Massachusetts
$80K +$46K +1,135 +135%
IA
461
IFP Advisors
Florida
$79K -$150K -3,540 -66%
BWM
462
Baystate Wealth Management
Massachusetts
$78K +$30.9K +760 +66%
MHR
463
Matthew Hamilton Rosenberg
$78K +$78K +1,900 New
CFGS
464
Concourse Financial Group Securities
Alabama
$78K +$78K +1,915 New
IA
465
IndexIQ Advisors
New York
$76K -$169K -4,136 -69%
GIC
466
Gantzert Investment Company
Illinois
$73K -$8.11K -200 -10%
OSNBOA
467
Old Second National Bank of Aurora
Illinois
$72K +$72K +1,761 New
JGIA
468
Jackson Grant Investment Advisers
Connecticut
$69K +$69K +1,695 New
WWM
469
Willingdon Wealth Management
North Carolina
$65K – – –
WCG
470
Weaver Consulting Group
California
$61K -$17.3K -422 -22%
EWM
471
Endurance Wealth Management
Rhode Island
$61K – – –
CT
472
Clearstead Trust
Maine
$61K – – –
SF
473
Synovus Financial
Georgia
$59K +$2.22K +54 +4%
WT
474
Washington Trust
Rhode Island
$59K +$59K +1,450 New
SCA
475
Stonebridge Capital Advisors
Minnesota
$58K -$27.6K -677 -32%
17 18
19
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