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Essential Utilities
WTRG

Overview Fund Activity

576 hedge funds and large institutions have $6.6B invested in Essential Utilities in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 186 increasing their positions, 180 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+32
Holders Change %
+5.88%
% of All Funds
12.65%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
65
Increased
186
Reduced
180
Closed
31
Calls
$4.84M
Puts
$5.83M
Net Calls
-$995K
Net Calls Change
-$1.01M

Top Buyers

1
DZ Bank
DZ Bank
Germany
$38.2M
2
GF
Gabelli Funds
New York
$50.4M
3
Fidelity International
Fidelity International
Bermuda
$20.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20.6M
5
Morgan Stanley
Morgan Stanley
New York
$78.5M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$0
2
State Street
State Street
Massachusetts
$427M
3
LM
Luminus Management
Texas
$10.2M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$23.9M
5
NI
Nuance Investments
Missouri
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
201
Teachers Retirement System of the State of Kentucky
Kentucky
$1.56M – – –
NA
202
Neuburgh Advisers
California
$1.55M -$410K -9,152 -21%
WT
203
Whittier Trust
California
$1.52M +$28.7K +641 +2%
Mercer Global Advisors
204
Mercer Global Advisors
Colorado
$1.5M +$122K +2,716 +9%
LSA
205
L & S Advisors
California
$1.47M -$33.7K -752 -2%
CA
206
Continuum Advisory
Idaho
$1.45M – – –
SLG
207
Stanley-Laman Group
Pennsylvania
$1.43M -$134K -2,998 -9%
Envestnet Asset Management
208
Envestnet Asset Management
Illinois
$1.4M +$166K +3,706 +13%
IC
209
Inverness Counsel
New York
$1.4M -$91.8K -2,047 -6%
GWCM
210
Godshalk Welsh Capital Management
Pennsylvania
$1.39M -$26.9K -600 -2%
State of Wisconsin Investment Board
211
State of Wisconsin Investment Board
Wisconsin
$1.37M -$10.8K -241 -0.8%
MS
212
Maven Securities
Jersey
$1.34M +$1.34M +30,000 New
FPFS
213
First Personal Financial Services
North Carolina
$1.34M -$8.74K -195 -0.6%
PA
214
Profund Advisors
Maryland
$1.32M -$156K -3,489 -11%
Neuberger Berman Group
215
Neuberger Berman Group
New York
$1.31M +$537K +11,977 +70%
PGCM
216
Prescott Group Capital Management
Oklahoma
$1.3M +$224K +5,000 +21%
PP
217
Paloma Partners
Connecticut
$1.29M +$1.29M +28,823 New
FBT
218
First Bankers Trust
Kentucky
$1.29M -$182K -4,050 -12%
H
219
HoyleCohen
California
$1.28M – – –
VIA
220
Vident Investment Advisory
Georgia
$1.28M +$801K +17,864 +167%
FANJ
221
Financial Architects (New Jersey)
New Jersey
$1.27M -$56K -1,250 -4%
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
$1.23M -$263K -5,873 -18%
RIM
223
Redpoint Investment Management
Australia
$1.23M -$71.6K -1,596 -5%
RCM
224
Riverhead Capital Management
Delaware
$1.23M -$701K -15,649 -36%
RB
225
Rodgers Brothers
Pennsylvania
$1.21M -$92.4K -2,062 -7%
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