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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
1
Zimmer Partners
New York
$464M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$943M
3
BlackRock
3
BlackRock
New York
$845M
4
BC
4
Brookfield Corp
Ontario, Canada
$107M
5
Jennison Associates
5
Jennison Associates
New York
$99.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$40.4M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$0
3
Prudential Financial
3
Prudential Financial
New Jersey
$6.14M
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$101M
5
BNP Paribas Asset Management
5
BNP Paribas Asset Management
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$40.4M -$19.6M -472,708 -33%
Millennium Management
27
Millennium Management
New York
$40M +$38.3M +925,550 +2,227%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$39.3M -$1.64M -39,671 -4%
DPIM
29
Duff & Phelps Investment Management
Illinois
$38.4M +$38.4M +927,410 New
Nordea Investment Management
30
Nordea Investment Management
Sweden
$38.3M +$2.79M +67,495 +8%
Allianz Asset Management
31
Allianz Asset Management
Germany
$36.7M +$1.32M +31,975 +4%
KBC Group
32
KBC Group
Belgium
$33.2M +$6.53M +157,853 +24%
PCA
33
Personal Capital Advisors
California
$32.5M +$1.18M +28,617 +4%
LM
34
Luminus Management
Texas
$29.6M +$29.6M +715,929 New
FAM
35
Fenimore Asset Management
New York
$27.4M -$15.5K -374 -0.1%
Ameriprise
36
Ameriprise
Minnesota
$25.6M +$5.73M +138,460 +29%
GF
37
Gabelli Funds
New York
$25M -$372K -9,000 -1%
Goldman Sachs
38
Goldman Sachs
New York
$24.4M +$5.9M +142,698 +32%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$22.3M +$3.59M +86,755 +19%
Nuveen Asset Management
40
Nuveen Asset Management
Illinois
$21.5M +$21.5M +518,801 New
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$20.2M +$2.07M +50,057 +11%
Zurich Cantonal Bank
42
Zurich Cantonal Bank
Switzerland
$19.8M +$9.96M +240,832 +101%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$18.8M +$18.3M +442,836 +3,943%
Wells Fargo
44
Wells Fargo
California
$17.8M +$567K +13,707 +3%
UBS Group
45
UBS Group
Switzerland
$17.7M +$1.94M +46,788 +12%
AIM
46
Artemis Investment Management
United Kingdom
$17.5M +$17.5M +434,984 New
AIG
47
American International Group
New York
$17.4M +$2.74M +66,182 +19%
RA
48
Royce & Associates
New York
$17.1M -$948K -22,918 -5%
Swiss National Bank
49
Swiss National Bank
Switzerland
$16.2M +$2.8M +67,700 +21%
UBS AM
50
UBS AM
Illinois
$15.7M +$59.2K +1,430 +0.4%
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