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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
SWM
551
Sugarloaf Wealth Management
Georgia
$8K +$47 +1 +0.5%
WEC
552
Winslow Evans & Crocker
Massachusetts
$8K +$5.95K +126 +185%
PFGIA
553
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$8.73K +185 New
EARNEST Partners
554
EARNEST Partners
Georgia
$7K – – –
Schroder Investment Management Group
555
Schroder Investment Management Group
United Kingdom
$7K +$7.79K +165 New
EI
556
Ellevest Inc
New York
$7K +$8.21K +174 New
AIC
557
Ameritas Investment Company
Nebraska
$7K +$8.49K +180 New
LC
558
Lindbrook Capital
California
$6K – – –
PA
559
Procyon Advisors
Connecticut
$6K – – –
TFO
560
Tarbox Family Office
California
$6K – – –
WQ
561
Wealth Quarterback
New Jersey
$5.38K -$5.29K -112 -46%
EW
562
Evoke Wealth
California
$5.37K – – –
LWM
563
Lenox Wealth Management
Ohio
$5K – – –
OAJ
564
Ogorek Anthony Joseph
New York
$5K – – –
GRP
565
Global Retirement Partners
California
$5K +$47 +1 +0.8%
RFM
566
Royal Fund Management
Florida
$5K +$6.09K +129 New
CTB
567
Country Trust Bank
Illinois
$5K +$6.28K +133 New
TWA
568
TCI Wealth Advisors
Arizona
$4K -$4.86K -103 -54%
GSWM
569
Golden State Wealth Management
California
$4K +$4.06K +86 New
MAM
570
Meeder Asset Management
Ohio
$4K +$4.43K +94 +671%
BWM
571
BerganKDV Wealth Management
Minnesota
$4K +$4.77K +101 New
TCM
572
Tradewinds Capital Management
Washington
$3K – – –
PRC
573
Pearl River Capital
Michigan
$3K +$3.68K +78 New
BBA
574
Braun-Bostich & Associates
Pennsylvania
$2K – – –
GWS
575
Glassman Wealth Services
Virginia
$1K +$472 +10 +38%
21 22
23
24 25

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.