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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
1
Vanguard Group
Pennsylvania
$1.08B
2
Principal Financial Group
2
Principal Financial Group
Iowa
$44.5M
3
BlackRock
3
BlackRock
New York
$968M
4
NI
4
Nuance Investments
Missouri
$78M
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$125M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$5.41M
2
State Street
2
State Street
Massachusetts
$415M
3
Invesco
3
Invesco
Georgia
$95.4M
4
FAM
4
Fenimore Asset Management
New York
$0
5
CC
5
Carlson Capital
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
151
Susquehanna International Group
Pennsylvania
$2.39M +$1.88M +44,482 +371%
CT
152
Coastline Trust
Rhode Island
$2.36M +$10.6K +250 +0.4%
JCM
153
Jacobi Capital Management
Pennsylvania
$2.36M +$52.1K +1,153 +2%
AC
154
Addison Capital
Pennsylvania
$2.35M +$29.6K +700 +1%
LSERS
155
Louisiana State Employees Retirement System
Louisiana
$2.35M +$148K +3,500 +7%
Federated Hermes
156
Federated Hermes
Pennsylvania
$2.27M -$51.8K -1,227 -2%
SDIC
157
South Dakota Investment Council
South Dakota
$2.24M – – –
ASRS
158
Arizona State Retirement System
Arizona
$2.19M +$93.9K +2,223 +4%
Cambridge Investment Research Advisors
159
Cambridge Investment Research Advisors
Iowa
$2.18M +$68.9K +1,632 +3%
NMERB
160
New Mexico Educational Retirement Board
New Mexico
$2.17M – – –
SAM
161
Shell Asset Management
Netherlands
$2.08M -$173K -4,090 -8%
DnB Asset Management
162
DnB Asset Management
Norway
$2.06M +$293K +6,940 +17%
Russell Investments Group
163
Russell Investments Group
United Kingdom
$2.05M +$352K +8,357 +21%
SI
164
Stephens Inc
Arkansas
$2.04M +$624K +14,776 +44%
LNB
165
Ledyard National Bank
$2.03M -$113K -2,677 -5%
Baird Financial Group
166
Baird Financial Group
Wisconsin
$2.02M -$1.87M -44,288 -48%
COPPSERS
167
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.99M -$152K -3,604 -7%
EM
168
ELCO Management
New York
$1.94M +$791K +18,723 +69%
URS
169
Utah Retirement Systems
Utah
$1.94M +$199K +4,700 +11%
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$1.86M +$477K +11,298 +34%
NA
171
NewEdge Advisors
Louisiana
$1.84M -$757K -17,911 -29%
MLICM
172
Metropolitan Life Insurance Company (MetLife)
New York
$1.83M -$601K -14,234 -25%
TAM
173
Trillium Asset Management
Massachusetts
$1.82M -$158K -3,732 -8%
TCA
174
Tortoise Capital Advisors
Kansas
$1.82M -$130K -3,081 -7%
Prudential Financial
175
Prudential Financial
New Jersey
$1.75M -$8.96M -212,119 -84%
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