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Essential Utilities
WTRG

Overview Fund Activity

594 hedge funds and large institutions have $7.11B invested in Essential Utilities in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 190 increasing their positions, 176 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+18
Holders Change %
+3.13%
% of All Funds
11.73%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
92
Increased
190
Reduced
176
Closed
60
Calls
$6.61M
Puts
$3.29M
Net Calls
+$3.31M
Net Calls Change
+$4.31M

Top Buyers

1
BlackRock
BlackRock
New York
$1.07B
2
State Street
State Street
Massachusetts
$528M
3
Stifel Financial
Stifel Financial
Missouri
$126M
4
CC
Carlson Capital
Texas
$44.5M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$34.7M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$0
2
ZP
Zimmer Partners
New York
$469M
3
KBC Group
KBC Group
Belgium
$628K
4
AllianceBernstein
AllianceBernstein
Tennessee
$22.5M
5
Millennium Management
Millennium Management
New York
$5.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
201
Capital Bank & Trust
California
$1.64M – – –
TRSOTSOK
202
Teachers Retirement System of the State of Kentucky
Kentucky
$1.63M – – –
Nomura Asset Management
203
Nomura Asset Management
Japan
$1.63M +$1.59M +33,800 +3,976%
WT
204
Whittier Trust
California
$1.59M – – –
AG
205
Advisor Group
Arizona
$1.56M -$80.7K -1,718 -5%
CA
206
Continuum Advisory
Idaho
$1.52M – – –
WAM
207
Wolverine Asset Management
Illinois
$1.52M +$1.52M +32,395 New
LSA
208
L & S Advisors
California
$1.51M -$26.2K -557 -2%
TMAM
209
Tokio Marine Asset Management
Japan
$1.49M +$939K +20,000 +169%
FC
210
FORA Capital
Florida
$1.49M +$1.49M +31,813 New
SPC
211
Sigma Planning Corp
Michigan
$1.49M +$232K +4,945 +18%
SLG
212
Stanley-Laman Group
Pennsylvania
$1.49M -$11K -234 -0.7%
Macquarie Group
213
Macquarie Group
Australia
$1.47M -$249K -5,300 -15%
IC
214
Inverness Counsel
New York
$1.46M -$4.7K -100 -0.3%
GWCM
215
Godshalk Welsh Capital Management
Pennsylvania
$1.46M – – –
FPFS
216
First Personal Financial Services
North Carolina
$1.43M +$21.4K +455 +2%
PGCM
217
Prescott Group Capital Management
Oklahoma
$1.36M – – –
PA
218
Profund Advisors
Maryland
$1.33M -$57.1K -1,216 -4%
H
219
HoyleCohen
California
$1.32M -$21.5K -458 -2%
FANJ
220
Financial Architects (New Jersey)
New Jersey
$1.32M -$18.8K -400 -1%
VIA
221
Vident Investment Advisory
Georgia
$1.3M -$37.3K -795 -3%
Skandinaviska Enskilda Banken (SEB)
222
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.29M +$1.29M +27,500 New
RB
223
Rodgers Brothers
Pennsylvania
$1.27M – – –
FBT
224
First Bankers Trust
Kentucky
$1.24M -$110K -2,337 -8%
EMG
225
ETF Managers Group
New Jersey
$1.23M +$987K +20,978 +400%
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