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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 %
RIM
151
Redpoint Investment Management
Australia
$2.25M +$185K +4,555 +9%
AC
152
Addison Capital
Pennsylvania
$2.24M +$2.24M +55,016 New
CM
153
CoreCommodity Management
Connecticut
$2.24M +$150K +3,674 +7%
Federated Hermes
154
Federated Hermes
Pennsylvania
$2.24M -$242K -5,937 -10%
Korea Investment Corp
155
Korea Investment Corp
South Korea
$2.19M +$2.19M +53,800 New
PAM
156
Panagora Asset Management
Massachusetts
$2.19M +$1.96M +48,215 +868%
SAM
157
Shell Asset Management
Netherlands
$2.17M -$474K -11,655 -18%
SDIC
158
South Dakota Investment Council
South Dakota
$2.16M -$2.16K -53 -0.1%
GT
159
Glenmede Trust
Pennsylvania
$2.15M – – –
JCM
160
Jacobi Capital Management
Pennsylvania
$2.15M -$74.1K -1,756 -3%
LSERS
161
Louisiana State Employees Retirement System
Louisiana
$2.13M – – –
NMERB
162
New Mexico Educational Retirement Board
New Mexico
$2.09M +$611K +15,000 +41%
COPPSERS
163
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.07M +$517K +12,709 +33%
LNB
164
Ledyard National Bank
$2.06M -$51.2K -1,258 -2%
Cambridge Investment Research Advisors
165
Cambridge Investment Research Advisors
Iowa
$2.03M +$306K +7,519 +18%
ASRS
166
Arizona State Retirement System
Arizona
$2.02M -$2.96M -72,726 -59%
AB
167
Amalgamated Bank
New York
$1.99M -$40.9K -1,004 -2%
CIC
168
Carnegie Investment Counsel
Ohio
$1.94M +$1.94M +47,596 New
TAM
169
Trillium Asset Management
Massachusetts
$1.91M +$168K +4,138 +10%
TCA
170
Tortoise Capital Advisors
Kansas
$1.88M +$1.88M +46,248 New
OWD
171
Osborn Williams & Donohoe
Ohio
$1.82M -$9.16K -225 -0.5%
SSA
172
Schonfeld Strategic Advisors
New York
$1.77M +$1.77M +43,390 New
Jane Street
173
Jane Street
New York
$1.73M +$909K +22,327 +110%
SG Americas Securities
174
SG Americas Securities
New York
$1.72M +$858K +21,084 +100%
DnB Asset Management
175
DnB Asset Management
Norway
$1.7M -$329K -8,078 -16%
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