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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 Market Value Shares Shares
Change 		Shares
Change %
MOACM
76
Mutual of America Capital Management
New York
$8.64M 204,556 +3,665 +2%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$8.52M 201,739 -22,994 -10%
MSV
78
MN Services Vermogensbeheer
Netherlands
$8.02M 189,800 +189,800 New
Victory Capital Management
79
Victory Capital Management
Texas
$8.01M 189,698 -14,860 -7%
WFG
80
Wills Financial Group
Virginia
$7.98M 188,844 -1,746 -0.9%
State of Wisconsin Investment Board
81
State of Wisconsin Investment Board
Wisconsin
$7.51M 177,758 +14,570 +9%
TPSF
82
Texas Permanent School Fund
Texas
$7.44M 176,178 -7,699 -4%
AQR Capital Management
83
AQR Capital Management
Connecticut
$7.37M 175,997 -85,942 -33%
State of New Jersey Common Pension Fund D
84
State of New Jersey Common Pension Fund D
New Jersey
$7.14M 169,022 -32,746 -16%
DekaBank Deutsche Girozentrale
85
DekaBank Deutsche Girozentrale
Germany
$7.02M 170,743 +24,545 +17%
FNFDCM
86
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.81M 161,105 -482 -0.3%
AI
87
Atom Investors
Texas
$6.53M 154,526 -1,837 -1%
BC
88
Blackstart Capital
New York
$6.39M 151,251 +82,604 +120%
Comerica Bank
89
Comerica Bank
Texas
$6.25M 136,667 +11,236 +9%
Janus Henderson Group
90
Janus Henderson Group
United Kingdom
$6.08M 143,970 -246,825 -63%
GC
91
Guggenheim Capital
Illinois
$5.93M 140,344 +81,062 +137%
HPC
92
HM Payson & Co
Maine
$5.71M 135,283 -2,378 -2%
CT
93
Cambridge Trust
Massachusetts
$5.69M 126,081 -2,287 -2%
MIM
94
MetLife Investment Management
New Jersey
$5.59M 132,421 +8,526 +7%
FNBTCON
95
First National Bank & Trust Co of Newtown
Pennsylvania
$5.58M 132,242 +476 +0.4%
Stifel Financial
96
Stifel Financial
Missouri
$5.41M 128,047 -2,849,920 -96%
BBA
97
BLB&B Advisors
Pennsylvania
$5.35M 126,596 -1,012 -0.8%
BRCM
98
Bright Rock Capital Management
Massachusetts
$5.34M 126,500 – –
MSA
99
Mason Street Advisors
Wisconsin
$5.16M 122,196 +7,393 +6%
Asset Management One
100
Asset Management One
Japan
$4.97M 117,733 +65 +0.1%
2 3
4
5 6