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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
1
Zimmer Partners
New York
$464M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$943M
3
BlackRock
3
BlackRock
New York
$845M
4
BC
4
Brookfield Corp
Ontario, Canada
$107M
5
Jennison Associates
5
Jennison Associates
New York
$99.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$40.4M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$0
3
Prudential Financial
3
Prudential Financial
New Jersey
$6.14M
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$101M
5
BNP Paribas Asset Management
5
BNP Paribas Asset Management
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
151
Thrivent Financial for Lutherans
Minnesota
$2.36M +$455K +10,999 +24%
CIC
152
Carnegie Investment Counsel
Ohio
$2.36M +$6.79K +164 +0.3%
Nisa Investment Advisors
153
Nisa Investment Advisors
Missouri
$2.32M +$124K +3,000 +6%
TAM
154
Tyers Asset Management
Texas
$2.3M +$1.05M +25,340 +84%
LSERS
155
Louisiana State Employees Retirement System
Louisiana
$2.26M +$303K +7,400 +16%
VOYA Investment Management
156
VOYA Investment Management
Georgia
$2.25M +$794K +19,205 +55%
JCM
157
Jacobi Capital Management
Pennsylvania
$2.24M +$1.99M +47,964 +790%
LNB
158
Ledyard National Bank
$2.23M -$88.5K -2,138 -4%
EAM
159
Erste Asset Management
Austria
$2.22M +$768K +19,000 +53%
CM
160
CoreCommodity Management
Connecticut
$2.19M +$85.3K +2,062 +4%
Russell Investments Group
161
Russell Investments Group
United Kingdom
$2.14M -$2.26M -54,681 -51%
BS
162
Boenning & Scattergood
Pennsylvania
$2.12M -$166K -4,001 -7%
SGI
163
Summit Global Investments
Utah
$2.08M -$358K -8,666 -15%
NA
164
NewEdge Advisors
Louisiana
$2.01M +$31.5K +761 +2%
Mariner
165
Mariner
Kansas
$1.95M +$1.95M +47,057 New
SLA
166
Silver Lake Advisory
Utah
$1.89M +$46.7K +1,129 +3%
AB
167
Amalgamated Bank
New York
$1.88M +$399K +9,643 +27%
TA
168
TFG Advisers
Michigan
$1.86M +$11.5K +277 +0.6%
SG Americas Securities
169
SG Americas Securities
New York
$1.86M +$1.21M +29,210 +186%
TAM
170
Trillium Asset Management
Massachusetts
$1.83M +$200K +4,830 +12%
NA
171
Neuburgh Advisers
California
$1.8M +$824K +19,910 +84%
RCM
172
Riverhead Capital Management
Delaware
$1.78M +$660K +15,949 +59%
OWD
173
Osborn Williams & Donohoe
Ohio
$1.77M +$113K +2,725 +7%
GIP
174
Granite Investment Partners
California
$1.74M +$330K +7,977 +23%
HighTower Advisors
175
HighTower Advisors
Illinois
$1.72M +$155K +3,754 +10%
5 6
7
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