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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
1
Vanguard Group
Pennsylvania
$1.08B
2
Principal Financial Group
2
Principal Financial Group
Iowa
$44.5M
3
BlackRock
3
BlackRock
New York
$968M
4
NI
4
Nuance Investments
Missouri
$78M
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$125M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$5.41M
2
State Street
2
State Street
Massachusetts
$415M
3
Invesco
3
Invesco
Georgia
$95.4M
4
FAM
4
Fenimore Asset Management
New York
$0
5
CC
5
Carlson Capital
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Swiss National Bank
26
Swiss National Bank
Switzerland
$37.2M +$1.83M +43,300 +5%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$34.5M -$759K -17,971 -2%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$34.2M +$6.89M +163,021 +25%
PCA
29
Personal Capital Advisors
California
$31.5M +$386K +9,132 +1%
UBS AM
30
UBS AM
Illinois
$30.6M -$2.32M -54,816 -7%
Goldman Sachs
31
Goldman Sachs
New York
$29.3M -$794K -18,802 -3%
Allianz Asset Management
32
Allianz Asset Management
Germany
$29.2M -$13.8K -327 -0%
M
33
Mirova
France
$26.1M +$14M +331,943 +116%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$26M +$1.11M +26,349 +4%
TIA
35
Tandem Investment Advisors
South Carolina
$25.6M +$11.1M +262,591 +77%
GF
36
Gabelli Funds
New York
$24.2M -$169K -4,000 -0.7%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$23.1M +$2.6M +61,477 +13%
Bank of America
38
Bank of America
North Carolina
$21.8M -$2.99M -70,752 -12%
Ameriprise
39
Ameriprise
Minnesota
$20.7M +$317K +7,562 +2%
Nuveen Asset Management
40
Nuveen Asset Management
Illinois
$20.5M +$443K +10,499 +2%
Zurich Cantonal Bank
41
Zurich Cantonal Bank
Switzerland
$20.3M -$1.21M -28,561 -6%
Public Employees Retirement Association of Colorado
42
Public Employees Retirement Association of Colorado
Colorado
$20.3M +$19M +449,034 +1,472%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$20.1M +$914K +21,648 +5%
AllianceBernstein
44
AllianceBernstein
Tennessee
$20M -$389K -9,218 -2%
Deutsche Bank
45
Deutsche Bank
Germany
$19.2M -$599K -14,176 -3%
AIG
46
American International Group
New York
$17.6M -$181K -4,278 -1%
PPA
47
Parametric Portfolio Associates
Washington
$16.4M +$413K +9,788 +3%
CIMLRA
48
CBRE Investment Management Listed Real Assets
Pennsylvania
$16.4M +$5.56M +131,673 +51%
Wells Fargo
49
Wells Fargo
California
$16.3M -$2.18M -51,542 -12%
Canada Life
50
Canada Life
Manitoba, Canada
$13.9M +$13.9M +331,153 New
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