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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 %
Skandinaviska Enskilda Banken (SEB)
601
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$1.29M -27,500 Closed
QSS
602
Quantitative Systematic Strategies
Florida
– -$1.18M -25,047 Closed
BAMF
603
BI Asset Management Fondsmaeglerselskab
Denmark
– -$1.09M -23,204 Closed
OTPPB
604
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$1.07M -22,705 Closed
Point72 Asset Management
605
Point72 Asset Management
Connecticut
– -$1.06M -22,500 Closed
VRS
606
Virginia Retirement Systems
Virginia
– -$972K -20,700 Closed
SIM
607
Spark Investment Management
New York
– -$966K -20,600 Closed
UFF
608
USA Financial Formulas
Michigan
– -$913K -19,446 Closed
AIL
609
AGF Investments LLC
Ontario, Canada
– -$903K -19,247 Closed
ECM
610
ETrade Capital Management
Virginia
– -$888K -18,909 Closed
SCM
611
Stevens Capital Management
Pennsylvania
– -$827K -17,614 Closed
TA
612
Tiedemann Advisors
New York
– -$807K -17,201 Closed
ACA
613
Aptus Capital Advisors
Alabama
– -$794K -16,906 Closed
GAM
614
Grandview Asset Management
Pennsylvania
– -$736K -16,041 Closed
HMS
615
Hanseatic Management Services
New Mexico
– -$744K -15,852 Closed
MWP
616
MYCIO Wealth Partners
Pennsylvania
– -$719K -15,308 Closed
6M
617
6 Meridian
Kansas
– -$623K -13,277 Closed
ATC
618
Adirondack Trust Company
New York
– -$642K -12,369 Closed
OI
619
Oakbrook Investments
Illinois
– -$562K -11,973 Closed
Chevy Chase Trust
620
Chevy Chase Trust
Maryland
– -$512K -10,916 Closed
EMG
621
Ellington Management Group
Connecticut
– -$507K -10,800 Closed
GTCM
622
Gyon Technologies Capital Management
New Jersey
– -$497K -10,593 Closed
RMA
623
Roffman Miller Associates
Pennsylvania
– -$399K -8,506 Closed
VFA
624
Voya Financial Advisors
Connecticut
– -$393K -8,352 Closed
MA
625
Montag & Associates
Georgia
– -$358K -7,625 Closed
23 24
25
26 27