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Essential Utilities
WTRG

Overview Fund Activity

594 hedge funds and large institutions have $7.11B invested in Essential Utilities in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 190 increasing their positions, 176 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+18
Holders Change %
+3.13%
% of All Funds
11.73%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
92
Increased
190
Reduced
176
Closed
60
Calls
$6.61M
Puts
$3.29M
Net Calls
+$3.31M
Net Calls Change
+$4.31M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.07B
2
State Street
2
State Street
Massachusetts
$528M
3
Stifel Financial
3
Stifel Financial
Missouri
$126M
4
CC
4
Carlson Capital
Texas
$44.5M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$34.7M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$0
2
ZP
2
Zimmer Partners
New York
$469M
3
KBC Group
3
KBC Group
Belgium
$628K
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$22.5M
5
Millennium Management
5
Millennium Management
New York
$5.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
RS
76
Robeco Schweiz
Switzerland
$10.1M +$1.53M +32,451 +18%
FAF
77
Fjarde Ap-fonden
Sweden
$9.9M +$9.9M +210,956 New
RFA
78
Reilly Financial Advisors
California
$9.7M +$83.1K +1,770 +0.9%
State of New Jersey Common Pension Fund D
79
State of New Jersey Common Pension Fund D
New Jersey
$9.47M +$106K +2,268 +1%
CIMLRA
80
CBRE Investment Management Listed Real Assets
Pennsylvania
$9.22M +$1.9M +40,527 +26%
MOACM
81
Mutual of America Capital Management
New York
$9.12M +$80K +1,705 +0.9%
WFG
82
Wills Financial Group
Virginia
$9.01M -$24.7K -526 -0.3%
BBL
83
Beck Bode LLC
Massachusetts
$9M +$9M +191,820 New
State of Wisconsin Investment Board
84
State of Wisconsin Investment Board
Wisconsin
$8.59M +$7.15M +152,350 +498%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$8.49M -$2.19M -46,705 -21%
MAM
86
Magellan Asset Management
Australia
$8.43M +$118K +2,524 +1%
Citigroup
87
Citigroup
New York
$8.06M +$2.77M +58,935 +52%
FNFDCM
88
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.73M -$13K -277 -0.2%
BC
89
Blackstart Capital
New York
$7.41M +$878K +18,704 +13%
LA
90
Legacy Advisors
Pennsylvania
$7.24M – – –
Prudential Financial
91
Prudential Financial
New Jersey
$7.23M -$1.15M -24,561 -14%
CGM
92
Centenus Global Management
New York
$7.04M -$4.93M -105,000 -41%
TPSF
93
Texas Permanent School Fund
Texas
$6.93M +$36.2K +771 +0.5%
DekaBank Deutsche Girozentrale
94
DekaBank Deutsche Girozentrale
Germany
$6.83M -$870K -18,942 -11%
Comerica Bank
95
Comerica Bank
Texas
$6.57M +$83.3K +1,591 +1%
HPC
96
HM Payson & Co
Maine
$6.46M -$9.39K -200 -0.1%
GC
97
Guggenheim Capital
Illinois
$6.27M +$2.66M +56,644 +74%
BBA
98
BLB&B Advisors
Pennsylvania
$6.25M -$119K -2,529 -2%
MHI
99
Miller Howard Investments
New York
$6.2M -$51.8K -1,103 -0.8%
FNBTCON
100
First National Bank & Trust Co of Newtown
Pennsylvania
$6.17M -$28.2K -600 -0.5%
2 3
4
5 6