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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 %
Principal Financial Group
576
Principal Financial Group
Iowa
– -$53.3M -1,136,026 Closed
DZ Bank
577
DZ Bank
Germany
– -$32.6M -695,519 Closed
AIM
578
Artemis Investment Management
United Kingdom
– -$20.4M -444,683 Closed
BNP Paribas Financial Markets
579
BNP Paribas Financial Markets
France
– -$14.8M -315,952 Closed
Barclays
580
Barclays
United Kingdom
– -$13.4M -285,335 Closed
Canada Life
581
Canada Life
Manitoba, Canada
– -$10.5M -226,427 Closed
RS
582
Robeco Schweiz
Switzerland
– -$10.1M -215,440 Closed
BBL
583
Beck Bode LLC
Massachusetts
– -$9M -191,820 Closed
CGM
584
Centenus Global Management
New York
– -$7.04M -150,000 Closed
SCM
585
Symons Capital Management
Pennsylvania
– -$5.1M -108,624 Closed
FNC
586
First National Corp
Massachusetts
– -$3.87M -82,499 Closed
Pacer Advisors
587
Pacer Advisors
Pennsylvania
– -$3.44M -73,327 Closed
GIP
588
Granite Investment Partners
California
– -$3.15M -66,997 Closed
SFI
589
Susquehanna Fundamental Investments
Pennsylvania
– -$2.95M -62,883 Closed
SGI
590
Summit Global Investments
Utah
– -$2.37M -50,557 Closed
XK
591
Xact Kapitalforvaltning
Sweden
– -$2.28M -48,467 Closed
TA
592
TFG Advisers
Michigan
– -$2.15M -45,879 Closed
Aviva
593
Aviva
United Kingdom
– -$2.02M -43,000 Closed
Holocene Advisors
594
Holocene Advisors
New York
– -$1.87M -39,825 Closed
CS
595
Candriam SCA
Luxembourg
– -$1.82M -38,759 Closed
Toronto Dominion Bank
596
Toronto Dominion Bank
Ontario, Canada
– -$1.75M -37,207 Closed
WAM
597
Wolverine Asset Management
Illinois
– -$1.52M -32,395 Closed
LSA
598
L & S Advisors
California
– -$1.51M -32,162 Closed
SLG
599
Stanley-Laman Group
Pennsylvania
– -$1.49M -31,655 Closed
PGCM
600
Prescott Group Capital Management
Oklahoma
– -$1.36M -28,900 Closed
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