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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 %
WR
551
Watson Rebecca
$7K +$7K +168 New
EW
552
Evoke Wealth
California
$6K – – –
TFO
553
Tarbox Family Office
California
$6K – – –
PA
554
Procyon Advisors
Connecticut
$6K – – –
CTB
555
Country Trust Bank
Illinois
$6K – – –
AAP
556
Arax Advisory Partners
Colorado
$6K +$6K +143 New
LWM
557
Lenox Wealth Management
Ohio
$5K – – –
OAJ
558
Ogorek Anthony Joseph
New York
$5K – – –
GRP
559
Global Retirement Partners
California
$5K +$41 +1 +0.8%
APWA
560
Atlas Private Wealth Advisors
New Jersey
$4K +$4K +103 New
TWA
561
TCI Wealth Advisors
Arizona
$3K -$308 -8 -9%
TCM
562
Tradewinds Capital Management
Washington
$3K – – –
GWS
563
Glassman Wealth Services
Virginia
$3K +$1.44K +33 +92%
ME
564
McIlrath & Eck
Washington
$3K +$3K +69 New
BBA
565
Braun-Bostich & Associates
Pennsylvania
$2K – – –
OSAM
566
O'Shaughnessy Asset Management
Connecticut
$2K +$1.72K +43 +614%
BL
567
Balentine LLC
Georgia
$2K +$2K +59 New
VNA
568
Valley National Advisers
Pennsylvania
$1K – – –
AWM
569
Apollon Wealth Management
South Carolina
$1K +$1K +12 New
FAM
570
Fenimore Asset Management
New York
– -$24.5M -601,570 Closed
CC
571
Carlson Capital
Texas
– -$17.5M -429,525 Closed
Bank of Nova Scotia
572
Bank of Nova Scotia
Ontario, Canada
– -$5.15M -126,605 Closed
Citadel Advisors
573
Citadel Advisors
Florida
– -$5.05M -124,026 Closed
Balyasny Asset Management
574
Balyasny Asset Management
Illinois
– -$3.4M -83,413 Closed
CM
575
CoreCommodity Management
Connecticut
– -$2.24M -54,973 Closed
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