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Essential Utilities
WTRG

Overview Fund Activity

576 hedge funds and large institutions have $6.6B invested in Essential Utilities in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 186 increasing their positions, 180 reducing their positions, and 31 closing their positions.

Holders
576
Holders Change
+32
Holders Change %
+5.88%
% of All Funds
12.65%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
65
Increased
186
Reduced
180
Closed
31
Calls
$4.84M
Puts
$5.83M
Net Calls
-$995K
Net Calls Change
-$1.01M

Top Buyers

1
DZ Bank
1
DZ Bank
Germany
$38.2M
2
GF
2
Gabelli Funds
New York
$50.4M
3
Fidelity International
3
Fidelity International
Bermuda
$20.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$20.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$78.5M

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$0
2
State Street
2
State Street
Massachusetts
$427M
3
LM
3
Luminus Management
Texas
$10.2M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$23.9M
5
NI
5
Nuance Investments
Missouri
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBTCON
101
First National Bank & Trust Co of Newtown
Pennsylvania
$5.92M -$18.8K -420 -0.3%
CT
102
Cambridge Trust
Massachusetts
$5.82M -$1.35K -30 -0%
Comerica Bank
103
Comerica Bank
Texas
$5.73M -$24.6K -531 -0.4%
LP
104
LMR Partners
United Kingdom
$5.72M +$5.72M +127,634 New
State of Tennessee, Department of Treasury
105
State of Tennessee, Department of Treasury
Tennessee
$5.71M +$4.11M +91,565 +256%
SCM
106
Symons Capital Management
Pennsylvania
$5.64M -$643K -14,354 -10%
MIM
107
MetLife Investment Management
New Jersey
$5.63M -$104K -2,315 -2%
BRCM
108
Bright Rock Capital Management
Massachusetts
$5.44M -$13.4K -300 -0.2%
MSA
109
Mason Street Advisors
Wisconsin
$5.07M -$82.3K -1,835 -2%
Citigroup
110
Citigroup
New York
$5.06M +$405K +9,030 +9%
CI
111
Cambiar Investors
Colorado
$4.82M -$925K -20,635 -16%
Barclays
112
Barclays
United Kingdom
$4.81M +$3.55M +79,275 +283%
PCM
113
Penn Capital Management
Pennsylvania
$4.61M +$976K +21,775 +27%
Victory Capital Management
114
Victory Capital Management
Texas
$4.58M +$4.58M +102,097 New
Treasurer of the State of North Carolina
115
Treasurer of the State of North Carolina
North Carolina
$4.57M -$2.02M -45,033 -31%
M&T Bank
116
M&T Bank
New York
$4.52M -$5.29K -118 -0.1%
Brown Advisory
117
Brown Advisory
Maryland
$4.48M -$3.72K -83 -0.1%
SHA
118
Shelter Harbor Advisors
Connecticut
$4.48M +$4.48M +100,000 New
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$4.38M -$138K -3,086 -3%
RJFSA
120
Raymond James Financial Services Advisors
Florida
$4.33M +$22.4K +499 +0.5%
FTC
121
Farmers Trust Company
Ohio
$4.24M -$8.7K -194 -0.2%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$4.19M +$60.7K +1,353 +1%
LPL Financial
123
LPL Financial
California
$4.17M +$444K +9,903 +12%
LTFS
124
Ladenburg Thalmann Financial Services
Florida
$4.13M +$230K +5,126 +6%
Janus Henderson Group
125
Janus Henderson Group
United Kingdom
$4.12M -$309K -6,901 -7%
3 4
5
6 7