WTRG icon

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
Zimmer Partners
New York
$464M
2
Vanguard Group
Vanguard Group
Pennsylvania
$943M
3
BlackRock
BlackRock
New York
$845M
4
BC
Brookfield Corp
Ontario, Canada
$107M
5
Jennison Associates
Jennison Associates
New York
$99.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$40.4M
2
Two Sigma Investments
Two Sigma Investments
New York
$0
3
Prudential Financial
Prudential Financial
New Jersey
$6.14M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$101M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
126
LPL Financial
California
$3.44M +$241K +5,816 +8%
FTIOP
127
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.44M -$7.24K -175 -0.2%
FNC
128
First National Corp
Massachusetts
$3.4M -$211K -5,094 -6%
Creative Planning
129
Creative Planning
Kansas
$3.37M +$115K +2,778 +4%
PCM
130
Penn Capital Management
Pennsylvania
$3.36M +$433K +10,471 +15%
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.32M -$985K -23,806 -23%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$3.27M +$341K +8,241 +12%
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$3.14M +$507K +12,245 +19%
BFA
134
Benedict Financial Advisors
Georgia
$3.09M +$50.5K +1,221 +2%
OPERF
135
Oregon Public Employees Retirement Fund
Oregon
$2.99M +$49.8K +1,204 +2%
AIP
136
Ameritas Investment Partners
Nebraska
$2.99M +$20.7K +500 +0.7%
OTPPB
137
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.99M +$2.99M +72,168 New
FCM
138
Flinton Capital Management
Pennsylvania
$2.79M +$1.27M +30,770 +84%
PAG
139
Private Advisor Group
New Jersey
$2.74M -$163K -3,933 -6%
TYCC
140
Texas Yale Capital Corp
Florida
$2.73M -$2.63M -63,526 -49%
DekaBank Deutsche Girozentrale
141
DekaBank Deutsche Girozentrale
Germany
$2.73M +$1.31M +32,500 +93%
CT
142
Coastline Trust
Rhode Island
$2.7M -$10.8K -260 -0.4%
YIA
143
YHB Investment Advisors
Connecticut
$2.68M -$194K -4,695 -7%
SOMRS
144
State of Michigan Retirement System
Michigan
$2.64M +$12.4K +300 +0.5%
Federated Hermes
145
Federated Hermes
Pennsylvania
$2.62M +$449K +10,852 +21%
HPIA
146
Hamilton Point Investment Advisors
North Carolina
$2.61M +$50.7K +1,225 +2%
SFI
147
Susquehanna Fundamental Investments
Pennsylvania
$2.6M – – –
MLICM
148
Metropolitan Life Insurance Company (MetLife)
New York
$2.55M +$440K +10,639 +21%
NMIMC
149
Northwestern Mutual Investment Management Company
Wisconsin
$2.55M +$1.23M +29,834 +94%
CRC
150
Curi RMB Capital
Illinois
$2.46M -$130K -3,143 -5%
4 5
6
7 8