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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 %
Carson Wealth (CWM LLC)
526
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
OPS
527
Orion Portfolio Solutions
Nebraska
$15K +$15K +373 New
RDWM
528
Red Door Wealth Management
Tennessee
$15K +$15K +375 New
CIM
529
Centersquare Investment Management
Pennsylvania
$14K -$17.9K -435 -56%
CCM
530
Covington Capital Management
California
$14K – – –
CFFP
531
Center for Financial Planning
Michigan
$14K – – –
JWA
532
JFS Wealth Advisors
Pennsylvania
$13K – – –
SC
533
Solstein Capital
California
$13K – – –
RMC
534
Resources Management Corp
Connecticut
$12K – – –
CB
535
CNB Bank
Pennsylvania
$12K +$12K +300 New
M
536
MOTCO
Texas
$11K -$2.68K -68 -20%
II
537
Inspire Investing
Idaho
$11K +$11K +270 New
FDCDDQ
538
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3K – – –
SQA
539
Simon Quick Advisors
New Jersey
$10K -$10.1K -250 -50%
GAM
540
Gemmer Asset Management
California
$10K – – –
MCA
541
Mercer Capital Advisers
New Jersey
$10K – – –
AA
542
Advisory Alpha
Michigan
$8.52K – – –
VCM
543
Versant Capital Management
Arizona
$8K -$1.94K -52 -20%
FWM
544
FSA Wealth Management
Massachusetts
$8K – – –
MCM
545
McMillion Capital Management
North Carolina
$8K – – –
AF
546
Advisornet Financial
Minnesota
$8K – – –
PFBT
547
Parkside Financial Bank & Trust
Missouri
$8K – – –
BCA
548
Berman Capital Advisors
Georgia
$8K – – –
SWM
549
Sugarloaf Wealth Management
Georgia
$8K +$42 +1 +0.5%
WEC
550
Winslow Evans & Crocker
Massachusetts
$8K +$5.2K +126 +185%
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