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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
Vanguard Group
Pennsylvania
$1.08B
2
Principal Financial Group
Principal Financial Group
Iowa
$44.5M
3
BlackRock
BlackRock
New York
$968M
4
NI
Nuance Investments
Missouri
$78M
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$125M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$5.41M
2
State Street
State Street
Massachusetts
$415M
3
Invesco
Invesco
Georgia
$95.4M
4
FAM
Fenimore Asset Management
New York
$0
5
CC
Carlson Capital
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
126
Penn Capital Management
Pennsylvania
$3.62M -$233K -5,375 -6%
RCM
127
Radnor Capital Management
Pennsylvania
$3.53M – – –
Thrivent Financial for Lutherans
128
Thrivent Financial for Lutherans
Minnesota
$3.47M +$223K +5,287 +7%
SOMRS
129
State of Michigan Retirement System
Michigan
$3.43M +$899K +21,277 +36%
CHAM
130
Clear Harbor Asset Management
Connecticut
$3.41M +$870K +20,597 +34%
OPERF
131
Oregon Public Employees Retirement Fund
Oregon
$3.39M -$384K -9,090 -10%
AIP
132
Ameritas Investment Partners
Nebraska
$3.35M +$169K +4,014 +5%
Creative Planning
133
Creative Planning
Kansas
$3.29M -$7.52K -178 -0.2%
NMIMC
134
Northwestern Mutual Investment Management Company
Wisconsin
$3.28M +$110K +2,599 +3%
SLA
135
Silver Lake Advisory
Utah
$3.25M +$40.5K +959 +1%
Teacher Retirement System of Texas
136
Teacher Retirement System of Texas
Texas
$3.17M +$2.22M +52,548 +234%
BFA
137
Benedict Financial Advisors
Georgia
$3.09M +$6.67K +158 +0.2%
CFB
138
Cullen/Frost Bankers
Texas
$3.08M +$15.1K +358 +0.5%
VOYA Investment Management
139
VOYA Investment Management
Georgia
$3.03M -$1.54M -36,442 -34%
HPIA
140
Hamilton Point Investment Advisors
North Carolina
$2.98M +$57.2K +1,355 +2%
TYCC
141
Texas Yale Capital Corp
Florida
$2.77M -$3.8K -90 -0.1%
YIA
142
YHB Investment Advisors
Connecticut
$2.74M -$85.9K -2,033 -3%
LA
143
Legacy Advisors
Pennsylvania
$2.71M -$3.8M -90,000 -58%
PAM
144
Panagora Asset Management
Massachusetts
$2.67M +$401K +9,486 +18%
RIM
145
Redpoint Investment Management
Australia
$2.66M +$330K +7,808 +14%
LPL Financial
146
LPL Financial
California
$2.61M -$177K -4,188 -6%
Korea Investment Corp
147
Korea Investment Corp
South Korea
$2.57M +$300K +7,100 +13%
GIBU
148
Gulf International Bank (UK)
United Kingdom
$2.54M – – –
Assenagon Asset Management
149
Assenagon Asset Management
Luxembourg
$2.52M +$2.52M +59,603 New
Nisa Investment Advisors
150
Nisa Investment Advisors
Missouri
$2.43M -$194K -4,600 -7%
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6
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