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Essential Utilities
WTRG

Overview Fund Activity

544 hedge funds and large institutions have $6.21B invested in Essential Utilities in 2019 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 218 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
11.83%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
68
Increased
218
Reduced
117
Closed
50
Calls
$3.76M
Puts
$3.74M
Net Calls
+$17K
Net Calls Change
+$17.8M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$464M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$943M
3
BlackRock
3
BlackRock
New York
$845M
4
BC
4
Brookfield Corp
Ontario, Canada
$107M
5
Jennison Associates
5
Jennison Associates
New York
$99.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$40.4M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$0
3
Prudential Financial
3
Prudential Financial
New Jersey
$6.14M
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$101M
5
BNP Paribas Asset Management
5
BNP Paribas Asset Management
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
76
Credit Suisse
Switzerland
$7.89M +$1.56M +37,734 +25%
MOACM
77
Mutual of America Capital Management
New York
$7.85M +$1.35M +32,534 +21%
NC
78
NewSquare Capital
Pennsylvania
$7.67M -$12.8K -310 -0.2%
RS
79
Robeco Schweiz
Switzerland
$7.22M -$2.44M -60,500 -25%
MAM
80
Magellan Asset Management
Australia
$7.13M +$1.13M +27,209 +19%
FNFDCM
81
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.74M +$42.6K +1,030 +0.6%
Massachusetts Financial Services
82
Massachusetts Financial Services
Massachusetts
$6.49M +$216K +5,217 +3%
ASRS
83
Arizona State Retirement System
Arizona
$6.48M +$1.19M +28,659 +22%
AI
84
Atom Investors
Texas
$6.42M +$2.05M +49,471 +47%
Los Angeles Capital Management
85
Los Angeles Capital Management
California
$6.39M +$1.81M +43,810 +40%
LA
86
Legacy Advisors
Pennsylvania
$6.38M -$6.38M -154,215 -50%
Point72 Asset Management
87
Point72 Asset Management
Connecticut
$6.32M +$6.32M +152,677 New
M
88
MOTCO
Texas
$6.27M -$160K -3,865 -2%
CCB
89
Cutter & Co Brokerage
Missouri
$6.26M -$98.7K -2,386 -2%
Fidelity International
90
Fidelity International
Bermuda
$6.21M +$4.98M +120,414 +404%
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$6.19M +$1.25M +31,019 +25%
Prudential Financial
92
Prudential Financial
New Jersey
$6.14M -$14.5M -349,332 -70%
Treasurer of the State of North Carolina
93
Treasurer of the State of North Carolina
North Carolina
$6.08M +$1.38M +33,280 +29%
TPSF
94
Texas Permanent School Fund
Texas
$6.06M +$1.05M +25,458 +21%
MHI
95
Miller Howard Investments
New York
$5.99M +$3.96M +95,623 +194%
SCM
96
Symons Capital Management
Pennsylvania
$5.8M -$83.1K -2,009 -1%
HPC
97
HM Payson & Co
Maine
$5.7M -$63K -1,523 -1%
BBA
98
BLB&B Advisors
Pennsylvania
$5.64M -$128K -3,103 -2%
CIMLRA
99
CBRE Investment Management Listed Real Assets
Pennsylvania
$5.61M +$4.2M +101,422 +297%
FNBTCON
100
First National Bank & Trust Co of Newtown
Pennsylvania
$5.48M -$176K -4,253 -3%
2 3
4
5 6