WTRG icon

Essential Utilities
WTRG

Overview Fund Activity

576 hedge funds and large institutions have $6.7B invested in Essential Utilities in 2020 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 168 increasing their positions, 195 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
-18
Holders Change %
-3.03%
% of All Funds
12.72%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
90
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
$882M
2
Franklin Resources
Franklin Resources
California
$71.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
$974M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$47.6M
5
TIA
Tandem Investment Advisors
South Carolina
$14M

Top Sellers

1
BPSG
Brookfield Public Securities Group
New York
$0
2
ZP
Zimmer Partners
New York
$349M
3
Principal Financial Group
Principal Financial Group
Iowa
$0
4
DZ Bank
DZ Bank
Germany
$0
5
BlackRock
BlackRock
New York
$897M
Name Holding Trade Value Shares
Change 		Shares
Change %
Swiss National Bank
26
Swiss National Bank
Switzerland
$34.1M +$6.4M +157,300 +23%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$34M -$1.99M -48,809 -6%
UBS AM
28
UBS AM
Illinois
$31.7M -$2.89M -71,004 -8%
PCA
29
Personal Capital Advisors
California
$30M -$3.49M -85,568 -10%
Goldman Sachs
30
Goldman Sachs
New York
$29M -$1.95M -48,020 -6%
Allianz Asset Management
31
Allianz Asset Management
Germany
$28.2M -$977K -24,014 -3%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$26.3M -$317K -7,800 -1%
FAM
33
Fenimore Asset Management
New York
$24.5M -$1.9M -46,772 -7%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$24M +$2.24M +54,953 +10%
Bank of America
35
Bank of America
North Carolina
$23.9M -$1.97M -48,299 -8%
GF
36
Gabelli Funds
New York
$23.5M +$285K +7,000 +1%
Zurich Cantonal Bank
37
Zurich Cantonal Bank
Switzerland
$20.8M -$1.4M -34,298 -6%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$19.8M -$257K -6,324 -1%
Ameriprise
39
Ameriprise
Minnesota
$19.7M -$1.65M -40,576 -8%
AllianceBernstein
40
AllianceBernstein
Tennessee
$19.7M +$149K +3,670 +0.8%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$19.4M +$1.31M +32,079 +7%
Deutsche Bank
42
Deutsche Bank
Germany
$19.1M +$1.99M +48,819 +12%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$18.4M +$1.03M +25,381 +6%
Wells Fargo
44
Wells Fargo
California
$17.8M -$1.09M -26,875 -6%
CC
45
Carlson Capital
Texas
$17.5M -$21.1M -518,889 -55%
AIG
46
American International Group
New York
$17.1M +$177K +4,356 +1%
Janus Henderson Group
47
Janus Henderson Group
United Kingdom
$15.9M +$13M +319,024 +445%
PPA
48
Parametric Portfolio Associates
Washington
$15.4M +$927K +22,780 +6%
TIA
49
Tandem Investment Advisors
South Carolina
$14M +$14M +343,110 New
UBS Group
50
UBS Group
Switzerland
$14M -$3.85M -94,620 -22%
1
2
3 4 5