We are live on ! Find out more
WTRG icon

Essential Utilities
WTRG

578 hedge funds and large institutions have $6.72B invested in Essential Utilities in 2020 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 168 increasing their positions, 195 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

4.05% more ownership

Funds ownership: 70.22% → 74.27% (+4.1%)

4% more call options, than puts

Call options by funds: $7.13M | Put options by funds: $6.86M

3% less funds holding

Funds holding: 595 → 578 (-17)

5% less capital invested

Capital invested by funds: $7.11B → $6.72B (-$387M)

12% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 103

14% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 195

Holders
578
Holders Change
-17
Holders Change %
-2.86%
% of All Funds
12.74%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
91
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
+$1.02B
2
Franklin Resources
Franklin Resources
California
+$82.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$29.1M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$20.3M
5
TIA
Tandem Investment Advisors
South Carolina
+$16.2M

Top Sellers

1
BPSG
Brookfield Public Securities Group
New York
-$172M
2
ZP
Zimmer Partners
New York
-$67.7M
3
Principal Financial Group
Principal Financial Group
Iowa
-$53.3M
4
BlackRock
BlackRock
New York
-$37.6M
5
DZ Bank
DZ Bank
Germany
-$32.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
DnB Asset Management
176
DnB Asset Management
Norway
$1.7M -$381K -8,078 -16%
HighTower Advisors
177
HighTower Advisors
Illinois
$1.67M +$71.4K +1,513 +4%
URS
178
Utah Retirement Systems
Utah
$1.67M – – –
JG
179
Jefferies Group
New York
$1.67M -$1.91M -40,489 -50%
Russell Investments Group
180
Russell Investments Group
United Kingdom
$1.65M -$684K -14,495 -26%
MERSOM
181
Municipal Employees' Retirement System of Michigan
Michigan
$1.65M +$23.1K +490 +1%
SIAP
182
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.62M +$1.7K +36 +0.1%
FAF
183
Första AP-fonden
Sweden
$1.57M +$1.82M +38,500 New
S
184
Seeyond
France
$1.55M -$12.6K -266 -0.8%
EMG
185
ETF Managers Group
New Jersey
$1.54M +$455K +9,635 +37%
Nomura Asset Management
186
Nomura Asset Management
Japan
$1.52M +$131K +2,780 +8%
SOADOR
187
State of Alaska Department of Revenue
Alaska
$1.51M +$81.1K +1,718 +5%
Mercer Global Advisors
188
Mercer Global Advisors
Colorado
$1.49M +$1.72M +36,501 New
IA
189
Independence Advisors
Pennsylvania
$1.43M – – –
CBT
190
Capital Bank & Trust
California
$1.42M – – –
Envestnet Asset Management
191
Envestnet Asset Management
Illinois
$1.41M +$1.64M +34,655 New
WSFS
192
Wilmington Savings Fund Society
Delaware
$1.41M -$51.4K -1,090 -3%
US Bancorp
193
US Bancorp
Minnesota
$1.4M -$91.3K -1,934 -5%
SI
194
Stephens Inc
Arkansas
$1.37M +$1.36M +28,906 +615%
SPC
195
Sigma Planning Corp
Michigan
$1.34M +$55.1K +1,167 +4%
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$1.33M +$1.55M +32,775 New
FPFS
197
First Personal Financial Services
North Carolina
$1.32M +$98.2K +2,081 +7%
PP
198
PDT Partners
New York
$1.3M +$1.51M +31,900 New
TRSOTSOK
199
Teachers Retirement System of the State of Kentucky
Kentucky
$1.29M -$151K -3,200 -9%
Mitsubishi UFJ Asset Management
200
Mitsubishi UFJ Asset Management
Japan
$1.28M -$223K -4,734 -13%
6 7
8
9 10

WTRG Hedge Fund Activity: Q1 2020 in Review

578 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q1 2020, worth a combined $6.72B — down 5.4% from $7.11B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of WTRG and 91 opened new positions — a net loss of 12 holders — while 195 trimmed existing stakes and 168 added.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $1.02B. The largest seller was Brookfield Public Securities Group, exiting entirely with an estimated $172M sold.

  • 578 institutional investors held Essential Utilities (WTRG) as of Q1 2020, down from 595 in Q4 2019.
  • Funds reported $6.72B of Essential Utilities stock for Q1 2020, down 5.4% quarter-over-quarter.
  • 91 funds opened new Essential Utilities positions in Q1 2020 and 103 closed out, a net change of -12 holders.
  • The largest Essential Utilities buyer in Q1 2020 was Canada Pension Plan Investment Board, an estimated $1.02B added.
  • The largest Essential Utilities seller in Q1 2020 was Brookfield Public Securities Group, an estimated $172M sold.

Based on aggregated 13F filings for Q1 2020.