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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
SLG
601
Stanley-Laman Group
Pennsylvania
– -$1.49M -31,655 Closed
PGCM
602
Prescott Group Capital Management
Oklahoma
– -$1.36M -28,900 Closed
Skandinaviska Enskilda Banken (SEB)
603
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$1.29M -27,500 Closed
QSS
604
Quantitative Systematic Strategies
Florida
– -$1.18M -25,047 Closed
BAMF
605
BI Asset Management Fondsmaeglerselskab
Denmark
– -$1.09M -23,204 Closed
OTPPB
606
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$1.07M -22,705 Closed
Point72 Asset Management
607
Point72 Asset Management
Connecticut
– -$1.06M -22,500 Closed
VRS
608
Virginia Retirement Systems
Virginia
– -$972K -20,700 Closed
SIM
609
Spark Investment Management
New York
– -$966K -20,600 Closed
UFF
610
USA Financial Formulas
Michigan
– -$913K -19,446 Closed
AIL
611
AGF Investments LLC
Ontario, Canada
– -$903K -19,247 Closed
ECM
612
ETrade Capital Management
Virginia
– -$888K -18,909 Closed
SCM
613
Stevens Capital Management
Pennsylvania
– -$827K -17,614 Closed
TA
614
Tiedemann Advisors
New York
– -$807K -17,201 Closed
ACA
615
Aptus Capital Advisors
Alabama
– -$794K -16,906 Closed
GAM
616
Grandview Asset Management
Pennsylvania
– -$736K -16,041 Closed
HMS
617
Hanseatic Management Services
New Mexico
– -$744K -15,852 Closed
MWP
618
MYCIO Wealth Partners
Pennsylvania
– -$719K -15,308 Closed
6M
619
6 Meridian
Kansas
– -$623K -13,277 Closed
ATC
620
Adirondack Trust Company
New York
– -$642K -12,369 Closed
OI
621
Oakbrook Investments
Illinois
– -$562K -11,973 Closed
Chevy Chase Trust
622
Chevy Chase Trust
Maryland
– -$512K -10,916 Closed
EMG
623
Ellington Management Group
Connecticut
– -$507K -10,800 Closed
GTCM
624
Gyon Technologies Capital Management
New Jersey
– -$497K -10,593 Closed
RMA
625
Roffman Miller Associates
Pennsylvania
– -$399K -8,506 Closed
23 24
25
26 27

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.