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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
APG Asset Management
101
APG Asset Management
Netherlands
$4.89M +$549K +14,600 +13%
MHI
102
Miller Howard Investments
New York
$4.89M +$83.9K +1,985 +2%
Man Group
103
Man Group
United Kingdom
$4.85M +$3.88M +91,916 +400%
CI
104
Cambiar Investors
Colorado
$4.79M +$77K +1,823 +2%
BS
105
Boenning & Scattergood
Pennsylvania
$4.74M +$593K +14,044 +14%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$4.69M +$421K +9,962 +10%
Massachusetts Financial Services
107
Massachusetts Financial Services
Massachusetts
$4.67M -$194K -4,593 -4%
Citigroup
108
Citigroup
New York
$4.59M +$2.24M +53,070 +96%
CCB
109
Cutter & Co Brokerage
Missouri
$4.41M -$107K -2,535 -2%
American Century Companies
110
American Century Companies
Missouri
$4.29M -$4.11M -97,207 -49%
Brown Advisory
111
Brown Advisory
Maryland
$4.25M +$9.5K +225 +0.2%
Osaic Holdings
112
Osaic Holdings
Arizona
$4.24M -$3.53M -83,620 -45%
State of Tennessee, Department of Treasury
113
State of Tennessee, Department of Treasury
Tennessee
$4.02M -$1.07M -25,405 -21%
PAG
114
Private Advisor Group
New Jersey
$3.97M +$1.4M +33,033 +54%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$3.94M +$401K +9,416 +11%
FTC
116
Farmers Trust Company
Ohio
$3.92M +$5.83K +138 +0.1%
RJFSA
117
Raymond James Financial Services Advisors
Florida
$3.84M -$421K -9,972 -10%
M&T Bank
118
M&T Bank
New York
$3.84M -$399K -9,437 -9%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.83M +$1.18K +28 +0%
SBL
120
Sargent Bickham Lagudis
Colorado
$3.82M +$57.2K +1,354 +2%
FNC
121
First National Corp
Massachusetts
$3.8M +$3.8M +90,021 New
EAM
122
Erste Asset Management
Austria
$3.75M +$536K +12,870 +17%
SG Americas Securities
123
SG Americas Securities
New York
$3.69M +$1.91M +45,127 +107%
SFI
124
Susquehanna Fundamental Investments
Pennsylvania
$3.65M +$3.65M +86,500 New
Treasurer of the State of North Carolina
125
Treasurer of the State of North Carolina
North Carolina
$3.63M -$2.56M -60,640 -41%
3 4
5
6 7