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Essential Utilities
WTRG

578 hedge funds and large institutions have $6.72B invested in Essential Utilities in 2020 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 168 increasing their positions, 195 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

4.05% more ownership

Funds ownership: 70.22% → 74.27% (+4.1%)

4% more call options, than puts

Call options by funds: $7.13M | Put options by funds: $6.86M

3% less funds holding

Funds holding: 595 → 578 (-17)

5% less capital invested

Capital invested by funds: $7.11B → $6.72B (-$387M)

12% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 103

14% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 195

Holders
578
Holders Change
-17
Holders Change %
-2.86%
% of All Funds
12.74%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
91
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
+$1.02B
2
Franklin Resources
Franklin Resources
California
+$82.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$29.1M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$20.3M
5
TIA
Tandem Investment Advisors
South Carolina
+$16.2M

Top Sellers

1
BPSG
Brookfield Public Securities Group
New York
-$172M
2
ZP
Zimmer Partners
New York
-$67.7M
3
Principal Financial Group
Principal Financial Group
Iowa
-$53.3M
4
BlackRock
BlackRock
New York
-$37.6M
5
DZ Bank
DZ Bank
Germany
-$32.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
451
Prelude Capital Management
New York
$100K +$115K +2,446 New
AT
452
Arden Trust
Delaware
$96K +$112K +2,375 New
LWCFA
453
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$95K – – –
LS
454
Livforsakringsbolaget Skandia
Sweden
$94K +$109K +2,300 New
PA
455
Parallel Advisors
California
$87K +$41.3K +875 +68%
AII
456
AGF Investments Inc
Ontario, Canada
$85K +$98.4K +2,086 New
AWA
457
Arkadios Wealth Advisors
Georgia
$85K +$23K +487 +30%
SIC
458
Salem Investment Counselors
North Carolina
$81K – – –
TPWA
459
TRUE Private Wealth Advisors
Oregon
$81K – – –
CAL
460
Capital Analysts LLC
Pennsylvania
$80K – – –
FHA
461
Flagship Harbor Advisors
Massachusetts
$80K +$53.6K +1,135 +135%
IA
462
IFP Advisors
Florida
$79K -$167K -3,540 -66%
BWM
463
Baystate Wealth Management
Massachusetts
$78K +$35.9K +760 +66%
MHR
464
Matthew Hamilton Rosenberg
$78K +$89.7K +1,900 New
CFGS
465
Concourse Financial Group Securities
Alabama
$78K +$90.4K +1,915 New
IA
466
IndexIQ Advisors
New York
$76K -$195K -4,136 -69%
GIC
467
Gantzert Investment Company
Illinois
$73K -$9.44K -200 -10%
OSNBOA
468
Old Second National Bank of Aurora
Illinois
$72K +$83.1K +1,761 New
JGIA
469
Jackson Grant Investment Advisers
Connecticut
$69K +$80K +1,695 New
WWM
470
Willingdon Wealth Management
North Carolina
$65K – – –
WCG
471
Weaver Consulting Group
California
$61K -$19.9K -422 -22%
CT
472
Clearstead Trust
Maine
$61K – – –
EWM
473
Endurance Wealth Management
Rhode Island
$61K – – –
SF
474
Synovus Financial
Georgia
$59K +$2.55K +54 +4%
WT
475
Washington Trust
Rhode Island
$59K +$68.4K +1,450 New
17 18
19
20 21

WTRG Hedge Fund Activity: Q1 2020 in Review

578 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q1 2020, worth a combined $6.72B — down 5.4% from $7.11B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of WTRG and 91 opened new positions — a net loss of 12 holders — while 195 trimmed existing stakes and 168 added.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $1.02B. The largest seller was Brookfield Public Securities Group, exiting entirely with an estimated $172M sold.

  • 578 institutional investors held Essential Utilities (WTRG) as of Q1 2020, down from 595 in Q4 2019.
  • Funds reported $6.72B of Essential Utilities stock for Q1 2020, down 5.4% quarter-over-quarter.
  • 91 funds opened new Essential Utilities positions in Q1 2020 and 103 closed out, a net change of -12 holders.
  • The largest Essential Utilities buyer in Q1 2020 was Canada Pension Plan Investment Board, an estimated $1.02B added.
  • The largest Essential Utilities seller in Q1 2020 was Brookfield Public Securities Group, an estimated $172M sold.

Based on aggregated 13F filings for Q1 2020.