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

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$0
2
State Street
2
State Street
Massachusetts
$427M
3
LM
3
Luminus Management
Texas
$10.2M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$23.9M
5
NI
5
Nuance Investments
Missouri
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$50.3M +$1.61M +35,906 +3%
DPIM
27
Duff & Phelps Investment Management
Illinois
$41.9M +$354K +7,895 +0.9%
NI
28
Nuance Investments
Missouri
$41.1M -$10.4M -232,459 -20%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$41.1M -$1.48M -33,076 -3%
DZ Bank
30
DZ Bank
Germany
$38.2M +$38.2M +851,070 New
Millennium Management
31
Millennium Management
New York
$37.5M -$5.85M -130,582 -14%
KBC Group
32
KBC Group
Belgium
$36.2M +$262K +5,842 +0.7%
PCA
33
Personal Capital Advisors
California
$35.9M +$700K +15,620 +2%
Allianz Asset Management
34
Allianz Asset Management
Germany
$32.9M -$6.87M -153,205 -17%
FAM
35
Fenimore Asset Management
New York
$29.4M -$238K -5,304 -0.8%
Goldman Sachs
36
Goldman Sachs
New York
$26M -$462K -10,303 -2%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$25.9M +$4.01M +89,400 +18%
Ameriprise
38
Ameriprise
Minnesota
$25.1M -$2.68M -59,674 -10%
AIM
39
Artemis Investment Management
United Kingdom
$24.9M +$5.89M +134,837 +31%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$23.9M -$216K -4,812 -0.9%
Nordea Investment Management
41
Nordea Investment Management
Sweden
$23.9M -$17.6M -391,735 -42%
Zurich Cantonal Bank
42
Zurich Cantonal Bank
Switzerland
$22.4M +$945K +21,070 +4%
UBS AM
43
UBS AM
Illinois
$22.3M +$5.29M +118,099 +31%
Nuveen Asset Management
44
Nuveen Asset Management
Illinois
$21.5M -$1.8M -40,233 -8%
Fidelity International
45
Fidelity International
Bermuda
$20.9M +$14.2M +316,546 +211%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$20.6M +$13.7M +306,304 +200%
Wells Fargo
47
Wells Fargo
California
$20.3M +$1.06M +23,634 +5%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$19.8M +$5.28M +117,778 +36%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$19.7M -$670K -14,940 -3%
AIG
50
American International Group
New York
$18.6M -$339K -7,572 -2%
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