WTRG icon

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
+$25.1M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$17.5M
5
TIA
Tandem Investment Advisors
South Carolina
+$14M

Top Sellers

1
BPSG
Brookfield Public Securities Group
New York
-$172M
2
ZP
Zimmer Partners
New York
-$58.4M
3
Principal Financial Group
Principal Financial Group
Iowa
-$53.3M
4
DZ Bank
DZ Bank
Germany
-$32.6M
5
BlackRock
BlackRock
New York
-$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ERSOT
201
Employees Retirement System of Texas
Texas
$1.26M -$326K -8,000 -21%
CA
202
Continuum Advisory
Idaho
$1.25M – – –
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$1.24M +$344K +8,441 +38%
Millennium Management
204
Millennium Management
New York
$1.24M -$3.28M -80,682 -73%
GWCM
205
Godshalk Welsh Capital Management
Pennsylvania
$1.24M -$28.5K -700 -2%
Mariner
206
Mariner
Kansas
$1.23M +$1.23M +30,245 New
Macquarie Group
207
Macquarie Group
Australia
$1.19M -$81.3K -1,997 -6%
VIA
208
Vident Investment Advisory
Georgia
$1.18M +$45.5K +1,118 +4%
KBC Group
209
KBC Group
Belgium
$1.17M +$625K +15,359 +115%
H
210
HoyleCohen
California
$1.13M -$12.2K -300 -1%
FANJ
211
Financial Architects (New Jersey)
New Jersey
$1.12M -$24.8K -608 -2%
EM
212
ELCO Management
New York
$1.11M +$248K +6,091 +29%
RB
213
Rodgers Brothers
Pennsylvania
$1.1M – – –
BWP
214
Bernardo Wealth Planning
Pennsylvania
$1.09M +$20K +491 +2%
BC
215
Blackhill Capital
New Jersey
$1.06M – – –
HSBC Holdings
216
HSBC Holdings
United Kingdom
$1.06M -$2.86M -70,770 -73%
Twin Tree Management
217
Twin Tree Management
Texas
$1.06M +$1.06M +25,940 New
FT
218
Fiduciary Trust
Massachusetts
$1.02M +$585K +14,380 +135%
Mackenzie Financial
219
Mackenzie Financial
Ontario, Canada
$1.02M +$21.2K +522 +2%
CPC
220
Cookson Peirce & Co
Pennsylvania
$1.02M +$221K +5,436 +28%
FBT
221
First Bankers Trust
Kentucky
$1.01M -$72.2K -1,773 -7%
LCM
222
Laurion Capital Management
New York
$975K +$975K +23,959 New
BCIM
223
British Columbia Investment Management
British Columbia, Canada
$961K -$1.11M -27,236 -54%
ISL
224
Ingalls & Snyder LLC
New York
$947K – – –
Man Group
225
Man Group
United Kingdom
$936K +$936K +22,992 New
7 8
9
10 11