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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
$974M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$47.6M
5
TIA
Tandem Investment Advisors
South Carolina
$14M

Top Sellers

1
BPSG
Brookfield Public Securities Group
New York
$0
2
ZP
Zimmer Partners
New York
$349M
3
Principal Financial Group
Principal Financial Group
Iowa
$0
4
DZ Bank
DZ Bank
Germany
$0
5
BlackRock
BlackRock
New York
$897M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
551
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$8K +185 New
EARNEST Partners
552
EARNEST Partners
Georgia
$7K – – –
Schroder Investment Management Group
553
Schroder Investment Management Group
United Kingdom
$7K +$7K +165 New
EI
554
Ellevest Inc
New York
$7K +$7K +174 New
AIC
555
Ameritas Investment Company
Nebraska
$7K +$7K +180 New
LC
556
Lindbrook Capital
California
$6K – – –
PA
557
Procyon Advisors
Connecticut
$6K – – –
TFO
558
Tarbox Family Office
California
$6K – – –
WQ
559
Wealth Quarterback
New Jersey
$5.38K -$4.56K -112 -46%
EW
560
Evoke Wealth
California
$5.37K – – –
OAJ
561
Ogorek Anthony Joseph
New York
$5K – – –
LWM
562
Lenox Wealth Management
Ohio
$5K – – –
GRP
563
Global Retirement Partners
California
$5K +$41 +1 +0.8%
RFM
564
Royal Fund Management
Florida
$5K +$5K +129 New
CTB
565
Country Trust Bank
Illinois
$5K +$5K +133 New
TWA
566
TCI Wealth Advisors
Arizona
$4K -$4.79K -103 -54%
GSWM
567
Golden State Wealth Management
California
$4K +$4K +86 New
MAM
568
Meeder Asset Management
Ohio
$4K +$3.48K +94 +671%
BWM
569
BerganKDV Wealth Management
Minnesota
$4K +$4K +101 New
TCM
570
Tradewinds Capital Management
Washington
$3K – – –
PRC
571
Pearl River Capital
Michigan
$3K +$3K +78 New
BBA
572
Braun-Bostich & Associates
Pennsylvania
$2K – – –
GWS
573
Glassman Wealth Services
Virginia
$1K +$278 +10 +38%
VNA
574
Valley National Advisers
Pennsylvania
$1K +$1K +20 New
BPSG
575
Brookfield Public Securities Group
New York
– -$172M -3,665,425 Closed
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