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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
+$25.1M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$17.5M
5
TIA
Tandem Investment Advisors
South Carolina
+$14M

Top Sellers

1
BPSG
Brookfield Public Securities Group
New York
-$172M
2
ZP
Zimmer Partners
New York
-$58.4M
3
Principal Financial Group
Principal Financial Group
Iowa
-$53.3M
4
DZ Bank
DZ Bank
Germany
-$32.6M
5
BlackRock
BlackRock
New York
-$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIT
651
NumerixS Investment Technologies
British Columbia, Canada
– -$178K -3,801 Closed
GDP
652
Great Diamond Partners
Maine
– -$177K -3,792 Closed
BAM
653
Belpointe Asset Management
Nevada
– -$127K -2,718 Closed
AAM
654
Advisors Asset Management
Colorado
– -$104K -2,223 Closed
BRC
655
Bell Rock Capital
Delaware
– -$90K -1,917 Closed
EMFAT
656
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$85K -1,812 Closed
Group One Trading
657
Group One Trading
Illinois
– -$78K -1,653 Closed
RMAM
658
Raab & Moskowitz Asset Management
New Jersey
– -$47K -1,012 Closed
CCA
659
Catalyst Capital Advisors
New York
– -$42K -900 Closed
AA
660
Argent Advisors
Louisiana
– -$42K -895 Closed
TFA
661
Tobias Financial Advisors
Florida
– -$29K -626 Closed
FIB
662
First Interstate Bank
Montana
– -$27K -570 Closed
FPS
663
Fieldpoint Private Securities
Connecticut
– -$27K -559 Closed
RA
664
Rational Advisors
New York
– -$23K -490 Closed
PB
665
Pinnacle Bancorp
Nebraska
– -$20K -423 Closed
BCI
666
Brinker Capital Investments
Pennsylvania
– -$15K -312 Closed
MMG
667
Monetary Management Group
Missouri
– -$12K -250 Closed
TC
668
TownSquare Capital
Utah
– -$12K -250 Closed
AAP
669
Arax Advisory Partners
Colorado
– -$10K -222 Closed
RIA
670
Realta Investment Advisors
Delaware
– -$9K -207 Closed
VAIA
671
Virtus Alternative Investment Advisers
Connecticut
– -$9K -202 Closed
PWP
672
Personal Wealth Partners
Minnesota
– -$7K -146 Closed
FIA
673
FNY Investment Advisers
New York
– -$5K -126 Closed
CHA
674
Carmichael Hill & Associates
Maryland
– -$2K -49 Closed
TRCT
675
Tower Research Capital (TRC)
New York
– -$1K -30 Closed
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