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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
1
DZ Bank
Germany
$38.2M
2
GF
2
Gabelli Funds
New York
$50.4M
3
Fidelity International
3
Fidelity International
Bermuda
$20.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$20.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$78.5M

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$0
2
State Street
2
State Street
Massachusetts
$427M
3
LM
3
Luminus Management
Texas
$10.2M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$23.9M
5
NI
5
Nuance Investments
Missouri
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOMRS
151
State of Michigan Retirement System
Michigan
$2.81M -$53.8K -1,200 -2%
SAM
152
Shell Asset Management
Netherlands
$2.76M +$1.03M +23,045 +60%
NMIMC
153
Northwestern Mutual Investment Management Company
Wisconsin
$2.76M -$90 -2 -0%
EAM
154
Erste Asset Management
Austria
$2.75M +$292K +6,530 +12%
Mitsubishi UFJ Trust & Banking
155
Mitsubishi UFJ Trust & Banking
Japan
$2.75M +$1.56M +34,788 +132%
MLICM
156
Metropolitan Life Insurance Company (MetLife)
New York
$2.7M -$60K -1,338 -2%
Russell Investments Group
157
Russell Investments Group
United Kingdom
$2.6M +$274K +6,117 +12%
CHAM
158
Clear Harbor Asset Management
Connecticut
$2.55M +$886K +19,757 +53%
Thrivent Financial for Lutherans
159
Thrivent Financial for Lutherans
Minnesota
$2.51M -$48.3K -1,077 -2%
VOYA Investment Management
160
VOYA Investment Management
Georgia
$2.49M +$53.4K +1,191 +2%
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$2.45M -$67.2K -1,500 -3%
JCM
162
Jacobi Capital Management
Pennsylvania
$2.43M -$65.7K -1,426 -3%
SDIC
163
South Dakota Investment Council
South Dakota
$2.42M +$1.5M +33,400 +162%
LNB
164
Ledyard National Bank
$2.39M -$28.8K -642 -1%
FCM
165
Flinton Capital Management
Pennsylvania
$2.39M -$634K -14,144 -21%
Man Group
166
Man Group
United Kingdom
$2.36M +$2M +44,556 +559%
NA
167
NewEdge Advisors
Louisiana
$2.35M +$167K +3,728 +8%
LSERS
168
Louisiana State Employees Retirement System
Louisiana
$2.33M -$143K -3,200 -6%
SGI
169
Summit Global Investments
Utah
$2.27M +$18.6K +415 +0.8%
BS
170
Boenning & Scattergood
Pennsylvania
$2.17M -$120K -2,685 -5%
TAM
171
Tiverton Asset Management
Delaware
$2.14M +$920K +20,521 +75%
CIC
172
Carnegie Investment Counsel
Ohio
$2.1M -$450K -10,034 -18%
SLA
173
Silver Lake Advisory
Utah
$2.05M +$9.68K +216 +0.5%
TA
174
TFG Advisers
Michigan
$2.02M +$1.88K +42 +0.1%
AB
175
Amalgamated Bank
New York
$2M -$36K -804 -2%
5 6
7
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