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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
+$25.1M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$17.5M
5
TIA
Tandem Investment Advisors
South Carolina
+$14M

Top Sellers

1
BPSG
Brookfield Public Securities Group
New York
-$172M
2
ZP
Zimmer Partners
New York
-$58.4M
3
Principal Financial Group
Principal Financial Group
Iowa
-$53.3M
4
DZ Bank
DZ Bank
Germany
-$32.6M
5
BlackRock
BlackRock
New York
-$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSW
476
Thompson Siegel & Walmsley
Virginia
$58K -$809 -20 -1%
CIAS
477
CBIZ Investment Advisory Services
Ohio
$58K -$70K – –
VFA
478
Valeo Financial Advisors
Indiana
$56K -$32.7K -731 -37%
JIR
479
James Investment Research
Ohio
$56K +$56K +1,365 New
RE
480
RBC Europe
United Kingdom
$55.4K – – –
EIM
481
Essex Investment Management
Massachusetts
$55K -$30.7K -750 -36%
BC
482
Bartlett & Co
Ohio
$54K +$54K +1,318 New
BCWM
483
Bartlett & Co Wealth Management
Ohio
$53.6K -$6.11K -150 -10%
AF
484
Allworth Financial
California
$52K +$243 +6 +0.5%
PFSC
485
Peoples Financial Services Corp
Pennsylvania
$51K -$22.6K -555 -31%
DOA
486
D'Orazio & Associates
Virginia
$51K – – –
CG
487
Cutler Group
California
$48K -$8K -200 -14%
SIS
488
Sound Income Strategies
Florida
$48K +$12.4K +305 +35%
EP
489
Eudaimonia Partners
Tennessee
$47K – – –
SIAS
490
Shine Investment Advisory Services
Colorado
$47K – – –
TVWM
491
Tower View Wealth Management
Wisconsin
$47K +$242 +6 +0.5%
PCIA
492
Prime Capital Investment Advisors
Kansas
$45K – – –
AF
493
Arrow Financial
New York
$44K – – –
MWP
494
Meridian Wealth Partners
Pennsylvania
$44K – – –
LWA
495
Lenox Wealth Advisors
New York
$44K +$246 +6 +0.6%
ADL
496
Asset Dedication LLC
California
$42K – – –
GI
497
Gradient Investments
Minnesota
$42K – – –
RWA
498
Ropes Wealth Advisors
Massachusetts
$41K – – –
KPW
499
Kore Private Wealth
New York
$41K +$41K +1,007 New
CP
500
Corbenic Partners
Pennsylvania
$37K – – –
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