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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 %
Truist Financial
76
Truist Financial
North Carolina
$8.52M +$6.9M +169,609 +426%
Victory Capital Management
77
Victory Capital Management
Texas
$8.33M +$4.25M +104,379 +104%
State of New Jersey Common Pension Fund D
78
State of New Jersey Common Pension Fund D
New Jersey
$8.21M – – –
MOACM
79
Mutual of America Capital Management
New York
$8.18M +$265K +6,520 +3%
American Century Companies
80
American Century Companies
Missouri
$8.09M +$4.86M +119,366 +150%
WFG
81
Wills Financial Group
Virginia
$7.76M -$59.3K -1,456 -0.8%
NC
82
NewSquare Capital
Pennsylvania
$7.55M +$7.51M +184,620 +21,075%
TPSF
83
Texas Permanent School Fund
Texas
$7.48M +$1.48M +36,240 +25%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$7.37M +$6.02K +148 +0.1%
MAM
85
Magellan Asset Management
Australia
$7.14M -$174K -4,281 -2%
State of Wisconsin Investment Board
86
State of Wisconsin Investment Board
Wisconsin
$6.64M -$803K -19,740 -11%
FNFDCM
87
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.58M -$126K -3,085 -2%
AI
88
Atom Investors
Texas
$6.36M +$1.2M +29,587 +23%
LA
89
Legacy Advisors
Pennsylvania
$6.28M – – –
DekaBank Deutsche Girozentrale
90
DekaBank Deutsche Girozentrale
Germany
$6.19M -$108K -2,555 -2%
Treasurer of the State of North Carolina
91
Treasurer of the State of North Carolina
North Carolina
$5.97M +$1.55M +37,970 +35%
HPC
92
HM Payson & Co
Maine
$5.6M +$4.07K +100 +0.1%
Comerica Bank
93
Comerica Bank
Texas
$5.48M -$3.19K -73 -0.1%
FNBTCON
94
First National Bank & Trust Co of Newtown
Pennsylvania
$5.36M +$13.2K +325 +0.2%
CT
95
Cambridge Trust
Massachusetts
$5.23M +$57.6K +1,416 +1%
BBA
96
BLB&B Advisors
Pennsylvania
$5.19M -$226K -5,558 -4%
Bank of Nova Scotia
97
Bank of Nova Scotia
Ontario, Canada
$5.15M +$5.15M +126,605 New
BRCM
98
Bright Rock Capital Management
Massachusetts
$5.15M +$204K +5,000 +4%
Citadel Advisors
99
Citadel Advisors
Florida
$5.05M +$4.2M +103,230 +496%
MIM
100
MetLife Investment Management
New Jersey
$5.04M – – –
2 3
4
5 6