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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 %
RCM
126
Radnor Capital Management
Pennsylvania
$3.32M -$57.6K -1,416 -2%
EAM
127
Erste Asset Management
Austria
$3.32M +$672K +15,600 +25%
Creative Planning
128
Creative Planning
Kansas
$3.17M -$611 -15 -0%
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$3.13M +$832K +20,433 +36%
SLA
130
Silver Lake Advisory
Utah
$3.09M +$1.43M +35,064 +86%
AIP
131
Ameritas Investment Partners
Nebraska
$3.06M +$289K +7,100 +10%
NMIMC
132
Northwestern Mutual Investment Management Company
Wisconsin
$3.05M +$543K +13,343 +22%
BFA
133
Benedict Financial Advisors
Georgia
$2.97M -$45.6K -1,121 -2%
CFB
134
Cullen/Frost Bankers
Texas
$2.95M -$193K -4,743 -6%
HPIA
135
Hamilton Point Investment Advisors
North Carolina
$2.82M +$87.5K +2,151 +3%
BC
136
Blackstart Capital
New York
$2.79M -$3.63M -89,250 -57%
YIA
137
YHB Investment Advisors
Connecticut
$2.73M -$54.8K -1,347 -2%
LPL Financial
138
LPL Financial
California
$2.68M +$302K +7,424 +13%
TYCC
139
Texas Yale Capital Corp
Florida
$2.67M -$17.9K -439 -0.7%
Squarepoint
140
Squarepoint
New York
$2.63M +$2.63M +64,671 New
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$2.53M +$273K +6,700 +12%
NA
142
NewEdge Advisors
Louisiana
$2.5M +$351K +8,629 +16%
PAG
143
Private Advisor Group
New Jersey
$2.48M -$712K -17,481 -22%
GIBU
144
Gulf International Bank (UK)
United Kingdom
$2.45M – – –
CHAM
145
Clear Harbor Asset Management
Connecticut
$2.44M +$1.83K +45 +0.1%
SOMRS
146
State of Michigan Retirement System
Michigan
$2.44M -$147K -3,600 -6%
GC
147
Guggenheim Capital
Illinois
$2.41M -$3.02M -74,186 -56%
MLICM
148
Metropolitan Life Insurance Company (MetLife)
New York
$2.34M -$127K -3,120 -5%
CT
149
Coastline Trust
Rhode Island
$2.27M -$292K -7,175 -11%
Citigroup
150
Citigroup
New York
$2.26M -$4.73M -116,241 -68%
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