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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 %
HighTower Advisors
176
HighTower Advisors
Illinois
$1.67M +$61.6K +1,513 +4%
URS
177
Utah Retirement Systems
Utah
$1.67M – – –
JG
178
Jefferies Group
New York
$1.67M -$1.65M -40,489 -50%
Russell Investments Group
179
Russell Investments Group
United Kingdom
$1.65M -$593K -14,495 -26%
MERSOM
180
Municipal Employees' Retirement System of Michigan
Michigan
$1.65M +$19.9K +490 +1%
SIAP
181
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.62M +$1.47K +36 +0.1%
FRAF
182
Första AP-fonden
Sweden
$1.57M +$1.57M +38,500 New
S
183
Seeyond
France
$1.55M -$11.9K -266 -0.8%
EMG
184
ETF Managers Group
New Jersey
$1.54M +$415K +9,635 +37%
Nomura Asset Management
185
Nomura Asset Management
Japan
$1.52M +$113K +2,780 +8%
SOADOR
186
State of Alaska Department of Revenue
Alaska
$1.51M +$69.9K +1,718 +5%
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$1.49M +$1.49M +36,501 New
IA
188
Independence Advisors
Pennsylvania
$1.43M – – –
CBT
189
Capital Bank & Trust
California
$1.42M – – –
Envestnet Asset Management
190
Envestnet Asset Management
Illinois
$1.41M +$1.41M +34,655 New
WSFS
191
Wilmington Savings Fund Society
Delaware
$1.41M -$44.4K -1,090 -3%
US Bancorp
192
US Bancorp
Minnesota
$1.4M -$78.7K -1,934 -5%
SI
193
Stephens Inc
Arkansas
$1.37M +$1.18M +28,906 +615%
SPC
194
Sigma Planning Corp
Michigan
$1.34M +$47.5K +1,167 +4%
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$1.33M +$1.33M +32,775 New
FPFS
196
First Personal Financial Services
North Carolina
$1.32M +$84.7K +2,081 +7%
PP
197
PDT Partners
New York
$1.3M +$1.3M +31,900 New
TRSOTSOK
198
Teachers Retirement System of the State of Kentucky
Kentucky
$1.29M -$130K -3,200 -9%
Mitsubishi UFJ Asset Management
199
Mitsubishi UFJ Asset Management
Japan
$1.28M -$193K -4,734 -13%
ECM
200
ExodusPoint Capital Management
New York
$1.26M +$1.26M +31,060 New
6 7
8
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