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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 %
CS
51
Credit Suisse
Switzerland
$13.4M -$1.94M -47,623 -13%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$13.2M -$9.25M -227,345 -41%
RA
53
Royce & Associates
New York
$12.9M -$2.83M -69,530 -18%
First Manhattan
54
First Manhattan
New York
$12.6M -$54.5K -1,340 -0.4%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.6M +$238K +5,857 +2%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$12.1M -$895 -22 -0%
ProShare Advisors
57
ProShare Advisors
Maryland
$11.7M -$2.83M -69,651 -20%
M
58
Mirova
France
$11.7M – – –
Ensign Peak Advisors
59
Ensign Peak Advisors
Utah
$11.6M +$539K +13,249 +5%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$11.5M +$182K +4,464 +2%
Retirement Systems of Alabama
61
Retirement Systems of Alabama
Alabama
$11.4M – – –
RT
62
Rockland Trust
Massachusetts
$11.2M -$56.3K -1,382 -0.5%
Axa
63
Axa
France
$11M +$7.58M +186,200 +223%
ACI
64
AMP Capital Investors
Australia
$10.8M -$864K -20,072 -7%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$10.8M -$4.07K -100 -0%
AQR Capital Management
66
AQR Capital Management
Connecticut
$10.7M +$1.39M +34,271 +15%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$10.4M +$206K +5,050 +2%
CIMLRA
68
CBRE Investment Management Listed Real Assets
Pennsylvania
$10.4M +$2.43M +59,653 +30%
Prudential Financial
69
Prudential Financial
New Jersey
$10.3M +$4.06M +99,662 +65%
Mitsubishi UFJ Trust & Banking
70
Mitsubishi UFJ Trust & Banking
Japan
$9.66M +$814K +20,009 +9%
AG
71
Aperio Group
California
$9.23M +$50.5K +1,240 +0.5%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$9.15M -$8.76M -215,291 -49%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$9.09M -$3.44M -84,474 -27%
FAF
74
Fjarde Ap-fonden
Sweden
$8.7M +$114K +2,800 +1%
RJA
75
Raymond James & Associates
Florida
$8.58M -$1.36M -33,437 -14%
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