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Essential Utilities
WTRG

Overview Fund Activity

570 hedge funds and large institutions have $7.02B invested in Essential Utilities in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 194 increasing their positions, 169 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
-6
Holders Change %
-1.04%
% of All Funds
11.72%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
62
Increased
194
Reduced
169
Closed
64
Calls
$5.99M
Puts
$6.58M
Net Calls
-$595K
Net Calls Change
-$862K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.08B
2
Principal Financial Group
Principal Financial Group
Iowa
$44.5M
3
BlackRock
BlackRock
New York
$968M
4
NI
Nuance Investments
Missouri
$78M
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$125M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$5.41M
2
State Street
State Street
Massachusetts
$415M
3
Invesco
Invesco
Georgia
$95.4M
4
FAM
Fenimore Asset Management
New York
$0
5
CC
Carlson Capital
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
526
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
RDWM
527
Red Door Wealth Management
Tennessee
$15K – – –
AIL
528
AGF Investments LLC
Ontario, Canada
$15K +$15K +351 New
HFM
529
Harvest Fund Management
China
$15K +$15K +364 New
CIM
530
Centersquare Investment Management
Pennsylvania
$14K – – –
JWA
531
JFS Wealth Advisors
Pennsylvania
$14K – – –
CFFP
532
Center for Financial Planning
Michigan
$14K – – –
EI
533
Ellevest Inc
New York
$14K +$6.77K +163 +94%
RMC
534
Resources Management Corp
Connecticut
$13K – – –
CB
535
CNB Bank
Pennsylvania
$13K – – –
AAIM
536
Asset Advisors Investment Management
Georgia
$13K +$13K +300 New
MAM
537
Meeder Asset Management
Ohio
$12K +$7.55K +183 +169%
BCA
538
Berman Capital Advisors
Georgia
$11K +$2.67K +65 +32%
PWP
539
Principle Wealth Partners
Connecticut
$11K +$11K +250 New
FDCDDQ
540
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.7K – – –
GAM
541
Gemmer Asset Management
California
$10K – – –
SQA
542
Simon Quick Advisors
New Jersey
$10K – – –
VFA
543
Valeo Financial Advisors
Indiana
$8K -$46.3K -1,066 -85%
VCM
544
Versant Capital Management
Arizona
$8K -$433 -11 -5%
PFGIA
545
Patriot Financial Group Insurance Agency
Massachusetts
$8K -$177 -4 -2%
WEC
546
Winslow Evans & Crocker
Massachusetts
$8K -$41 -1 -0.5%
AF
547
Advisornet Financial
Minnesota
$8K – – –
FWM
548
FSA Wealth Management
Massachusetts
$8K – – –
EARNEST Partners
549
EARNEST Partners
Georgia
$7K – – –
LC
550
Lindbrook Capital
California
$7K +$1.08K +25 +18%
20 21
22
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