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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 %
LWCFA
451
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$99K – – –
LS
452
Livforsakringsbolaget Skandia
Sweden
$97K – – –
BWM
453
Baystate Wealth Management
Massachusetts
$94K +$13.2K +315 +16%
Schroder Investment Management Group
454
Schroder Investment Management Group
United Kingdom
$94K +$87K +2,063 +1,250%
PA
455
Parallel Advisors
California
$90K -$503 -12 -0.6%
SIC
456
Salem Investment Counselors
North Carolina
$86K +$1.15K +27 +1%
TPWA
457
TRUE Private Wealth Advisors
Oregon
$84K – – –
MHR
458
Matthew Hamilton Rosenberg
$80K – – –
IA
459
IndexIQ Advisors
New York
$79K +$882 +21 +1%
IA
460
IFP Advisors
Florida
$78K +$748 +18 +1%
GIC
461
Gantzert Investment Company
Illinois
$76K – – –
JGIA
462
Jackson Grant Investment Advisers
Connecticut
$72K – – –
OSNBOA
463
Old Second National Bank of Aurora
Illinois
$68K -$6.84K -161 -9%
EWM
464
Endurance Wealth Management
Rhode Island
$63K – – –
CT
465
Clearstead Trust
Maine
$63K – – –
WCG
466
Weaver Consulting Group
California
$63K – – –
TSW
467
Thompson Siegel & Walmsley
Virginia
$61K +$465 +11 +0.8%
SF
468
Synovus Financial
Georgia
$59K -$2.08K -49 -3%
CAL
469
Capital Analysts LLC
Pennsylvania
$58K -$25.5K -600 -31%
RE
470
RBC Europe
United Kingdom
$57.4K – – –
EIM
471
Essex Investment Management
Massachusetts
$57K – – –
SCA
472
Stonebridge Capital Advisors
Minnesota
$56K -$4.23K -100 -7%
BC
473
Bartlett & Co
Ohio
$56K – – –
BCWM
474
Bartlett & Co Wealth Management
Ohio
$55.7K – – –
AF
475
Allworth Financial
California
$55K +$298 +7 +0.5%
17 18
19
20 21