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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 %
State of Tennessee, Department of Treasury
101
State of Tennessee, Department of Treasury
Tennessee
$4.91M +$459K +11,274 +10%
Osaic Holdings
102
Osaic Holdings
Arizona
$4.8M +$4.8M +183,887 New
Asset Management One
103
Asset Management One
Japan
$4.79M +$193K +4,729 +4%
APG Asset Management
104
APG Asset Management
Netherlands
$4.7M -$7.38M -181,293 -61%
Massachusetts Financial Services
105
Massachusetts Financial Services
Massachusetts
$4.69M +$40.3K +990 +0.9%
MSA
106
Mason Street Advisors
Wisconsin
$4.67M – – –
MHI
107
Miller Howard Investments
New York
$4.63M -$750K -18,418 -14%
CI
108
Cambiar Investors
Colorado
$4.54M +$12.2K +299 +0.3%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$4.41M +$2.16M +53,127 +96%
AAF
110
Andra AP-fonden
Sweden
$4.36M +$1.86M +45,800 +75%
CCB
111
Cutter & Co Brokerage
Missouri
$4.35M -$627K -15,396 -13%
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$4.12M +$98.5K +2,421 +2%
RJFSA
113
Raymond James Financial Services Advisors
Florida
$4.11M -$346K -8,497 -8%
Brown Advisory
114
Brown Advisory
Maryland
$4.09M -$7.49K -184 -0.2%
M&T Bank
115
M&T Bank
New York
$4.09M -$25.2K -620 -0.6%
BS
116
Boenning & Scattergood
Pennsylvania
$4M +$976K +23,979 +32%
FTC
117
Farmers Trust Company
Ohio
$3.78M +$47.6K +1,170 +1%
Baird Financial Group
118
Baird Financial Group
Wisconsin
$3.75M -$71.4K -1,754 -2%
PCM
119
Penn Capital Management
Pennsylvania
$3.72M +$487K +11,616 +15%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.69M +$429K +10,532 +13%
OPERF
121
Oregon Public Employees Retirement Fund
Oregon
$3.64M -$1.53M -37,497 -30%
SBL
122
Sargent Bickham Lagudis
Colorado
$3.63M +$92.8K +2,281 +3%
FTIOP
123
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.61M +$233K +5,715 +7%
Balyasny Asset Management
124
Balyasny Asset Management
Illinois
$3.4M +$3.4M +83,413 New
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$3.34M -$906K -22,600 -21%
3 4
5
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