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Essential Utilities
WTRG

Overview Fund Activity

594 hedge funds and large institutions have $7.11B invested in Essential Utilities in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 190 increasing their positions, 176 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+18
Holders Change %
+3.13%
% of All Funds
11.73%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
92
Increased
190
Reduced
176
Closed
60
Calls
$6.61M
Puts
$3.29M
Net Calls
+$3.31M
Net Calls Change
+$4.31M

Top Buyers

1
BlackRock
BlackRock
New York
$1.07B
2
State Street
State Street
Massachusetts
$528M
3
Stifel Financial
Stifel Financial
Missouri
$126M
4
CC
Carlson Capital
Texas
$44.5M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$34.7M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$0
2
ZP
Zimmer Partners
New York
$469M
3
KBC Group
KBC Group
Belgium
$628K
4
AllianceBernstein
AllianceBernstein
Tennessee
$22.5M
5
Millennium Management
Millennium Management
New York
$5.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMIMC
151
Northwestern Mutual Investment Management Company
Wisconsin
$2.89M +$5.73K +122 +0.2%
AAF
152
Andra AP-fonden
Sweden
$2.88M +$2.88M +61,400 New
EAM
153
Erste Asset Management
Austria
$2.88M – – –
Federated Hermes
154
Federated Hermes
Pennsylvania
$2.86M -$277K -5,906 -9%
MLICM
155
Metropolitan Life Insurance Company (MetLife)
New York
$2.84M +$18K +383 +0.6%
GIBU
156
Gulf International Bank (UK)
United Kingdom
$2.82M +$2.82M +60,160 New
CHAM
157
Clear Harbor Asset Management
Connecticut
$2.82M +$148K +3,158 +6%
LPL Financial
158
LPL Financial
California
$2.75M -$1.62M -34,566 -37%
JCM
159
Jacobi Capital Management
Pennsylvania
$2.7M +$4.1K +80 +0.2%
Thrivent Financial for Lutherans
160
Thrivent Financial for Lutherans
Minnesota
$2.65M +$17.6K +374 +0.7%
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$2.6M +$38.7K +825 +2%
VOYA Investment Management
162
VOYA Investment Management
Georgia
$2.59M -$16.4K -350 -0.6%
Russell Investments Group
163
Russell Investments Group
United Kingdom
$2.57M -$146K -3,113 -5%
SDIC
164
South Dakota Investment Council
South Dakota
$2.49M -$41.8K -890 -2%
WAM
165
Water Asset Management
New York
$2.48M -$1.04M -22,085 -29%
NA
166
NewEdge Advisors
Louisiana
$2.48M +$22K +469 +0.9%
LSERS
167
Louisiana State Employees Retirement System
Louisiana
$2.45M +$14.1K +300 +0.6%
LNB
168
Ledyard National Bank
$2.44M -$66.9K -1,425 -3%
CM
169
CoreCommodity Management
Connecticut
$2.41M +$379K +8,071 +19%
BCIM
170
British Columbia Investment Management
British Columbia, Canada
$2.39M +$2.39M +50,846 New
RIM
171
Redpoint Investment Management
Australia
$2.38M +$1.09M +23,141 +84%
SGI
172
Summit Global Investments
Utah
$2.37M -$798 -17 -0%
DnB Asset Management
173
DnB Asset Management
Norway
$2.35M +$2.35M +49,961 New
AB
174
Amalgamated Bank
New York
$2.34M +$249K +5,311 +12%
XK
175
Xact Kapitalforvaltning
Sweden
$2.28M +$521K +11,100 +30%
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