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Essential Utilities
WTRG

Overview Fund Activity

594 hedge funds and large institutions have $7.11B invested in Essential Utilities in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 190 increasing their positions, 176 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+18
Holders Change %
+3.13%
% of All Funds
11.73%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
92
Increased
190
Reduced
176
Closed
60
Calls
$6.61M
Puts
$3.29M
Net Calls
+$3.31M
Net Calls Change
+$4.31M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.07B
2
State Street
2
State Street
Massachusetts
$528M
3
Stifel Financial
3
Stifel Financial
Missouri
$126M
4
CC
4
Carlson Capital
Texas
$44.5M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$34.7M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$0
2
ZP
2
Zimmer Partners
New York
$469M
3
KBC Group
3
KBC Group
Belgium
$628K
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$22.5M
5
Millennium Management
5
Millennium Management
New York
$5.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$39.9M +$16.5M +351,425 +71%
PCA
27
Personal Capital Advisors
California
$38.6M +$941K +20,043 +2%
Fidelity International
28
Fidelity International
Bermuda
$36.3M +$14.4M +305,917 +66%
Goldman Sachs
29
Goldman Sachs
New York
$35.7M +$8.44M +179,721 +31%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$34.7M +$34.7M +738,774 New
Allianz Asset Management
31
Allianz Asset Management
Germany
$33.6M -$805K -17,159 -2%
DZ Bank
32
DZ Bank
Germany
$32.6M -$7.3M -155,551 -18%
Swiss National Bank
33
Swiss National Bank
Switzerland
$31.9M +$12.9M +274,527 +68%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$30.7M +$3.54M +75,400 +13%
FAM
35
Fenimore Asset Management
New York
$30.4M -$366K -7,798 -1%
Bank of America
36
Bank of America
North Carolina
$29.9M -$24.5M -521,070 -45%
GF
37
Gabelli Funds
New York
$26.8M -$26M -554,191 -49%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$25.9M -$27.9M -593,548 -52%
Zurich Cantonal Bank
39
Zurich Cantonal Bank
Switzerland
$25.5M +$2.11M +44,863 +9%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$25.1M +$41.3K +880 +0.2%
Ameriprise
41
Ameriprise
Minnesota
$24.7M -$1.58M -33,640 -6%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$23.1M +$2.37M +50,494 +11%
AllianceBernstein
43
AllianceBernstein
Tennessee
$22.5M -$34.6M -737,371 -61%
Wells Fargo
44
Wells Fargo
California
$21.8M +$543K +11,568 +3%
Nuveen Asset Management
45
Nuveen Asset Management
Illinois
$20.8M -$1.65M -35,056 -7%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$20.7M +$42.1K +896 +0.2%
UBS Group
47
UBS Group
Switzerland
$20.5M +$1.68M +35,782 +9%
AIM
48
Artemis Investment Management
United Kingdom
$20.4M -$5.73M -125,138 -22%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$20.1M +$3.92M +83,527 +24%
Deutsche Bank
50
Deutsche Bank
Germany
$19.7M +$3.93M +83,690 +25%
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