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Essential Utilities
WTRG

578 hedge funds and large institutions have $6.72B invested in Essential Utilities in 2020 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 168 increasing their positions, 195 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

4.05% more ownership

Funds ownership: 70.22% → 74.27% (+4.1%)

4% more call options, than puts

Call options by funds: $7.13M | Put options by funds: $6.86M

3% less funds holding

Funds holding: 595 → 578 (-17)

5% less capital invested

Capital invested by funds: $7.11B → $6.72B (-$387M)

12% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 103

14% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 195

Holders
578
Holders Change
-17
Holders Change %
-2.86%
% of All Funds
12.74%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
91
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
+$1.02B
2
Franklin Resources
Franklin Resources
California
+$82.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$29.1M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$20.3M
5
TIA
Tandem Investment Advisors
South Carolina
+$16.2M

Top Sellers

1
BPSG
Brookfield Public Securities Group
New York
-$172M
2
ZP
Zimmer Partners
New York
-$67.7M
3
Principal Financial Group
Principal Financial Group
Iowa
-$53.3M
4
BlackRock
BlackRock
New York
-$37.6M
5
DZ Bank
DZ Bank
Germany
-$32.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
526
Front Row Advisors
California
$17K +$18.9K +400 New
Carson Wealth (CWM LLC)
527
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
OPS
528
Orion Portfolio Solutions
Nebraska
$15K +$17.6K +373 New
RDWM
529
Red Door Wealth Management
Tennessee
$15K +$17.7K +375 New
CIM
530
Centersquare Investment Management
Pennsylvania
$14K -$20.5K -435 -56%
CFFP
531
Center for Financial Planning
Michigan
$14K – – –
CCM
532
Covington Capital Management
California
$14K – – –
JWA
533
JFS Wealth Advisors
Pennsylvania
$13K – – –
SC
534
Solstein Capital
California
$13K – – –
CT
535
Caldwell Trust
Florida
$12.5K – – –
RMC
536
Resources Management Corp
Connecticut
$12K – – –
CB
537
CNB Bank
Pennsylvania
$12K +$14.2K +300 New
M
538
MOTCO
Texas
$11K -$3.21K -68 -20%
II
539
Inspire Investing
Idaho
$11K +$12.7K +270 New
FDCDDQ
540
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3K – – –
SQA
541
Simon Quick Advisors
New Jersey
$10K -$11.8K -250 -50%
GAM
542
Gemmer Asset Management
California
$10K – – –
MCA
543
Mercer Capital Advisers
New Jersey
$10K – – –
AA
544
Advisory Alpha
Michigan
$8.52K – – –
VCM
545
Versant Capital Management
Arizona
$8K -$2.45K -52 -20%
AF
546
Advisornet Financial
Minnesota
$8K – – –
BCA
547
Berman Capital Advisors
Georgia
$8K – – –
FWM
548
FSA Wealth Management
Massachusetts
$8K – – –
MCM
549
McMillion Capital Management
North Carolina
$8K – – –
PFBT
550
Parkside Financial Bank & Trust
Missouri
$8K – – –
20 21
22
23 24

WTRG Hedge Fund Activity: Q1 2020 in Review

578 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q1 2020, worth a combined $6.72B — down 5.4% from $7.11B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of WTRG and 91 opened new positions — a net loss of 12 holders — while 195 trimmed existing stakes and 168 added.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $1.02B. The largest seller was Brookfield Public Securities Group, exiting entirely with an estimated $172M sold.

  • 578 institutional investors held Essential Utilities (WTRG) as of Q1 2020, down from 595 in Q4 2019.
  • Funds reported $6.72B of Essential Utilities stock for Q1 2020, down 5.4% quarter-over-quarter.
  • 91 funds opened new Essential Utilities positions in Q1 2020 and 103 closed out, a net change of -12 holders.
  • The largest Essential Utilities buyer in Q1 2020 was Canada Pension Plan Investment Board, an estimated $1.02B added.
  • The largest Essential Utilities seller in Q1 2020 was Brookfield Public Securities Group, an estimated $172M sold.

Based on aggregated 13F filings for Q1 2020.