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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 %
CT
101
Cambridge Trust
Massachusetts
$5.37M -$19.4K -469 -0.4%
CI
102
Cambiar Investors
Colorado
$5.31M -$23.9K -578 -0.4%
MIM
103
MetLife Investment Management
New Jersey
$5.29M +$795K +19,223 +18%
Comerica Bank
104
Comerica Bank
Texas
$5.17M +$423K +10,171 +9%
BRCM
105
Bright Rock Capital Management
Massachusetts
$5.04M – – –
MSA
106
Mason Street Advisors
Wisconsin
$4.76M +$838K +20,260 +21%
Citigroup
107
Citigroup
New York
$4.3M +$3.15M +76,230 +276%
OAM
108
Ostrum Asset Management
France
$4.23M +$2.8M +67,800 +196%
M&T Bank
109
M&T Bank
New York
$4.18M +$76K +1,837 +2%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$4.17M -$132K -3,191 -3%
Brown Advisory
111
Brown Advisory
Maryland
$4.14M -$93.6K -2,262 -2%
Janus Henderson Group
112
Janus Henderson Group
United Kingdom
$4.08M -$1.05M -25,366 -20%
RJFSA
113
Raymond James Financial Services Advisors
Florida
$3.97M -$646K -15,616 -14%
FTC
114
Farmers Trust Company
Ohio
$3.92M -$64.4K -1,556 -2%
SBL
115
Sargent Bickham Lagudis
Colorado
$3.84M -$59.4K -1,436 -2%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$3.81M +$377K +9,108 +11%
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$3.75M +$3.52M +85,026 +1,483%
State of New Jersey Common Pension Fund D
118
State of New Jersey Common Pension Fund D
New Jersey
$3.72M +$621K +15,000 +20%
Verition Fund Management
119
Verition Fund Management
Connecticut
$3.62M +$3.62M +87,516 New
CFB
120
Cullen/Frost Bankers
Texas
$3.61M -$211K -5,090 -6%
LTFS
121
Ladenburg Thalmann Financial Services
Florida
$3.58M -$298K -7,247 -8%
WAM
122
Water Asset Management
New York
$3.5M +$2.18M +52,701 +165%
RCM
123
Radnor Capital Management
Pennsylvania
$3.49M -$93.1K -2,250 -3%
Pacer Advisors
124
Pacer Advisors
Pennsylvania
$3.47M +$3.47M +83,800 New
GC
125
Guggenheim Capital
Illinois
$3.44M -$114K -2,756 -3%
3 4
5
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