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Essential Utilities
WTRG

Overview Fund Activity

570 hedge funds and large institutions have $7.02B invested in Essential Utilities in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 194 increasing their positions, 169 reducing their positions, and 64 closing their positions.

Holders
570
Holders Change
-6
Holders Change %
-1.04%
% of All Funds
11.72%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
62
Increased
194
Reduced
169
Closed
64
Calls
$5.99M
Puts
$6.58M
Net Calls
-$595K
Net Calls Change
-$862K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.08B
2
Principal Financial Group
2
Principal Financial Group
Iowa
$44.5M
3
BlackRock
3
BlackRock
New York
$968M
4
NI
4
Nuance Investments
Missouri
$78M
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$125M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$5.41M
2
State Street
2
State Street
Massachusetts
$415M
3
Invesco
3
Invesco
Georgia
$95.4M
4
FAM
4
Fenimore Asset Management
New York
$0
5
CC
5
Carlson Capital
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
51
Axa
France
$13.7M +$2.31M +54,600 +20%
RA
52
Royce & Associates
New York
$13.4M – – –
Truist Financial
53
Truist Financial
North Carolina
$13.2M +$4.32M +102,302 +49%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$13.1M -$586K -13,866 -4%
UBS Group
55
UBS Group
Switzerland
$13.1M -$1.36M -32,087 -9%
Ensign Peak Advisors
56
Ensign Peak Advisors
Utah
$13.1M +$1.08M +25,596 +9%
First Manhattan
57
First Manhattan
New York
$12.9M -$176K -4,159 -1%
ProShare Advisors
58
ProShare Advisors
Maryland
$12.6M +$528K +12,508 +4%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$12.6M +$3.21M +75,941 +34%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.4M -$431K -10,348 -3%
Retirement Systems of Alabama
61
Retirement Systems of Alabama
Alabama
$12.3M +$419K +9,909 +4%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$12.2M +$282K +6,676 +2%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$11.7M -$832K -19,700 -7%
RT
64
Rockland Trust
Massachusetts
$11.7M +$39.9K +945 +0.3%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$11.2M – – –
CS
66
Credit Suisse
Switzerland
$11.2M -$2.77M -65,596 -20%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$11.1M +$232K +5,493 +2%
Mitsubishi UFJ Trust & Banking
68
Mitsubishi UFJ Trust & Banking
Japan
$11.1M +$1.04M +24,649 +10%
RJA
69
Raymond James & Associates
Florida
$10.9M +$1.96M +46,408 +22%
ACI
70
AMP Capital Investors
Australia
$10M -$443K -10,625 -4%
AIM
71
Artemis Investment Management
United Kingdom
$9.9M +$9.9M +233,858 New
AG
72
Aperio Group
California
$9.51M -$71.3K -1,687 -0.7%
FAF
73
Fjarde Ap-fonden
Sweden
$9.17M +$139K +3,300 +2%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$9.03M +$1.38M +32,734 +18%
MAM
75
Magellan Asset Management
Australia
$8.92M +$1.52M +35,903 +20%
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