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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 %
CT
101
Cambridge Trust
Massachusetts
$5.96M -$134K -2,847 -2%
OPERF
102
Oregon Public Employees Retirement Fund
Oregon
$5.96M +$1.9M +40,435 +47%
AI
103
Atom Investors
Texas
$5.95M -$645K -13,741 -10%
MIM
104
MetLife Investment Management
New Jersey
$5.82M -$75.4K -1,607 -1%
ASRS
105
Arizona State Retirement System
Arizona
$5.75M -$567K -12,082 -9%
CCB
106
Cutter & Co Brokerage
Missouri
$5.74M -$784K -16,697 -12%
BRCM
107
Bright Rock Capital Management
Massachusetts
$5.7M – – –
MSA
108
Mason Street Advisors
Wisconsin
$5.39M +$77.2K +1,645 +1%
Massachusetts Financial Services
109
Massachusetts Financial Services
Massachusetts
$5.36M -$2.02M -43,075 -27%
Asset Management One
110
Asset Management One
Japan
$5.3M +$4.84M +103,101 +1,048%
CI
111
Cambiar Investors
Colorado
$5.22M +$168K +3,580 +3%
Millennium Management
112
Millennium Management
New York
$5.21M -$34.1M -725,499 -87%
RJFSA
113
Raymond James Financial Services Advisors
Florida
$5.14M +$604K +12,869 +13%
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$5.13M -$846K -18,015 -14%
SCM
115
Symons Capital Management
Pennsylvania
$5.1M -$808K -17,208 -14%
Treasurer of the State of North Carolina
116
Treasurer of the State of North Carolina
North Carolina
$5.1M +$315K +6,720 +7%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$4.97M +$1.16M +24,686 +30%
M&T Bank
118
M&T Bank
New York
$4.74M +$8.73K +186 +0.2%
Brown Advisory
119
Brown Advisory
Maryland
$4.72M +$29.9K +637 +0.6%
Victory Capital Management
120
Victory Capital Management
Texas
$4.7M -$90K -1,918 -2%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$4.64M +$44.5K +947 +1%
HSBC Holdings
122
HSBC Holdings
United Kingdom
$4.56M +$349K +7,414 +8%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$4.41M +$19.4K +414 +0.4%
FTC
124
Farmers Trust Company
Ohio
$4.3M -$135K -2,880 -3%
SBL
125
Sargent Bickham Lagudis
Colorado
$4.08M -$72.5K -1,545 -2%
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5
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