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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 %
NSB
501
Norway Savings Bank
Maine
$33K – – –
MRCM
502
M&R Capital Management
New Jersey
$30K – – –
AIC
503
Archer Investment Corporation
Indiana
$29K – – –
DWM
504
Darwin Wealth Management
Florida
$29K +$29K +733 New
EWP
505
Engrave Wealth Partners
Texas
$28K – – –
1IA
506
1834 Investment Advisors
Wisconsin
$28K – – –
FCFS
507
First Command Financial Services
Texas
$27K – – –
FCB
508
First Command Bank
Texas
$27K – – –
PGAM
509
Princeton Global Asset Management
New Jersey
$27K – – –
CS
510
Capital Square
Tennessee
$27K +$27K +664 New
FPB
511
First PREMIER Bank
South Dakota
$26K – – –
QAM
512
QCI Asset Management
New York
$25K – – –
S
513
SignatureFD
Georgia
$23K +$3.1K +77 +16%
HWA
514
HHM Wealth Advisors
Tennessee
$23K +$23K +561 New
HFA
515
HC Financial Advisors
California
$22K +$22K +531 New
SWA
516
Sutton Wealth Advisors
Florida
$20.5K – – –
MPWT
517
MassMutual Private Wealth & Trust
Connecticut
$20K – – –
HCM
518
Highlander Capital Management
New Jersey
$20K – – –
BFC
519
Bedel Financial Consulting
Indiana
$20K +$9.17K +225 +85%
BBHC
520
Brown Brothers Harriman & Co
New York
$19K – – –
APWM
521
Atlas Private Wealth Management
New York
$18K – – –
DI
522
Disciplined Investments
Oklahoma
$18K – – –
CIA
523
CSat Investment Advisory
Michigan
$18K +$3K +75 +20%
ClearBridge Investments
524
ClearBridge Investments
New York
$17K – – –
FRA
525
Front Row Advisors
California
$17K +$17K +400 New
19 20
21
22 23