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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.

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

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$0
2
State Street
State Street
Massachusetts
$427M
3
LM
Luminus Management
Texas
$10.2M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$23.9M
5
NI
Nuance Investments
Missouri
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
126
HSBC Holdings
United Kingdom
$4.01M +$4.01M +89,518 New
SBL
127
Sargent Bickham Lagudis
Colorado
$3.97M -$198K -4,415 -5%
CSS
128
Cubist Systematic Strategies
Connecticut
$3.96M +$3.9M +86,955 +6,018%
OPERF
129
Oregon Public Employees Retirement Fund
Oregon
$3.88M +$637K +14,206 +20%
RCM
130
Radnor Capital Management
Pennsylvania
$3.74M -$47K -1,049 -1%
FTIOP
131
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.72M – – –
FNC
132
First National Corp
Massachusetts
$3.69M +$3.95K +88 +0.1%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$3.63M +$90K +2,008 +3%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.54M -$59.6K -1,330 -2%
CFB
135
Cullen/Frost Bankers
Texas
$3.52M -$385K -8,583 -10%
Creative Planning
136
Creative Planning
Kansas
$3.52M -$128K -2,857 -4%
Pacer Advisors
137
Pacer Advisors
Pennsylvania
$3.49M -$271K -6,055 -7%
GC
138
Guggenheim Capital
Illinois
$3.44M -$288K -6,423 -8%
WAM
139
Water Asset Management
New York
$3.36M -$430K -9,600 -11%
Los Angeles Capital Management
140
Los Angeles Capital Management
California
$3.34M -$3.58M -79,891 -52%
PAG
141
Private Advisor Group
New Jersey
$3.34M +$375K +8,376 +13%
BFA
142
Benedict Financial Advisors
Georgia
$3.32M -$35.8K -798 -1%
AIP
143
Ameritas Investment Partners
Nebraska
$3.16M -$79.6K -1,777 -2%
YIA
144
YHB Investment Advisors
Connecticut
$3.09M +$185K +4,123 +6%
Federated Hermes
145
Federated Hermes
Pennsylvania
$2.99M +$156K +3,490 +6%
TYCC
146
Texas Yale Capital Corp
Florida
$2.96M – – –
GI
147
GAMCO Investors
Connecticut
$2.96M +$2.96M +66,006 New
HPIA
148
Hamilton Point Investment Advisors
North Carolina
$2.92M +$91.4K +2,040 +3%
CT
149
Coastline Trust
Rhode Island
$2.82M -$99.3K -2,215 -3%
SFI
150
Susquehanna Fundamental Investments
Pennsylvania
$2.82M – – –
4 5
6
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