WTRG icon

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

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$0
2
State Street
State Street
Massachusetts
$427M
3
LM
Luminus Management
Texas
$10.2M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$23.9M
5
NI
Nuance Investments
Missouri
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
501
Gradient Investments
Minnesota
$47K – – –
KWA
502
KCS Wealth Advisory
California
$45.5K +$45.5K +1,016 New
RWA
503
Ropes Wealth Advisors
Massachusetts
$45K – – –
WPW
504
Winthrop Partners - WNY
New York
$44.8K – – –
CCA
505
Catalyst Capital Advisors
New York
$40K -$26.7K -600 -40%
NSB
506
Norway Savings Bank
Maine
$40K – – –
NC
507
NewSquare Capital
Pennsylvania
$39K -$8.22M -184,620 -100%
SIS
508
Sound Income Strategies
Florida
$39K – – –
Nomura Asset Management
509
Nomura Asset Management
Japan
$38K -$10.3K -230 -21%
GWAG
510
Garrett Wealth Advisory Group
Texas
$37K +$37K +826 New
AF
511
Advisornet Financial
Minnesota
$36K +$27.1K +610 +305%
CIM
512
Centersquare Investment Management
Pennsylvania
$35K – – –
MRCM
513
M&R Capital Management
New Jersey
$33K – – –
PFO
514
Pathstone Family Office
New Jersey
$32K +$181 +4 +0.6%
AIM
515
Advantage Investment Management
Iowa
$31K – – –
1IA
516
1834 Investment Advisors
Wisconsin
$31K +$31K +696 New
S
517
SignatureFD
Georgia
$30K +$8.94K +200 +42%
FPB
518
First PREMIER Bank
South Dakota
$29K – – –
GRP
519
Global Retirement Partners
California
$29K +$4.78K +108 +20%
QAM
520
QCI Asset Management
New York
$28K – – –
SB
521
Strategic Blueprint
Georgia
$28K +$28K +629 New
FIB
522
First Interstate Bank
Montana
$26K – – –
CCM
523
Covington Capital Management
California
$25K – – –
APSP
524
Asset Planning Services (Pennsylvania)
Pennsylvania
$25K +$90 +2 +0.4%
FHA
525
Flagship Harbor Advisors
Massachusetts
$24K +$89 +2 +0.4%
19 20
21
22 23