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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 %
KTC
626
Kistler-Tiffany Companies
Pennsylvania
– -$354K -7,551 Closed
JIC
627
Johnson Investment Counsel
Ohio
– -$348K -7,416 Closed
SPI
628
Santori & Peters Inc
Pennsylvania
– -$320K -6,828 Closed
AIM
629
Aigen Investment Management
New York
– -$315K -6,709 Closed
CIBC World Market
630
CIBC World Market
Ontario, Canada
– -$290K -6,188 Closed
QI
631
QS Investors
New York
– -$276K -6,000 Closed
HIS
632
Harvest Investment Services
Illinois
– -$278K -5,930 Closed
FIM
633
Freedom Investment Management
Connecticut
– -$275K -5,864 Closed
RJT
634
Raymond James Trust
Florida
– -$270K -5,758 Closed
ACM
635
Azimuth Capital Management
Michigan
– -$258K -5,500 Closed
PD
636
Planning Directions
Pennsylvania
– -$253K -5,394 Closed
CCMG
637
Clark Capital Management Group
Pennsylvania
– -$241K -5,126 Closed
SG
638
StoneX Group
New York
– -$236K -5,029 Closed
CIBC Private Wealth Group
639
CIBC Private Wealth Group
Georgia
– -$233K -4,960 Closed
LW
640
Linscomb Wealth
Texas
– -$230K -4,908 Closed
OIA
641
OneDigital Investment Advisors
Kansas
– -$218K -4,641 Closed
LNC
642
Lincoln National Corp
Pennsylvania
– -$216K -4,606 Closed
AWM
643
Altavista Wealth Management
North Carolina
– -$214K -4,553 Closed
NIM
644
NXG Investment Management
Texas
– -$209K -4,448 Closed
DAC
645
Dividend Assets Capital
South Carolina
– -$206K -4,379 Closed
HCM
646
Howland Capital Management
Massachusetts
– -$205K -4,375 Closed
IAA
647
Independent Advisor Alliance
North Carolina
– -$205K -4,359 Closed
HL
648
HeadInvest LLC
Maine
– -$204K -4,350 Closed
SCA
649
Stillwater Capital Advisors
Pennsylvania
– -$203K -4,332 Closed
HAG
650
HighPoint Advisor Group
Illinois
– -$211K -4,145 Closed
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