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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
ECM
201
ExodusPoint Capital Management
New York
$1.26M +$1.47M +31,060 New
ERSOT
202
Employees Retirement System of Texas
Texas
$1.26M -$377K -8,000 -21%
CA
203
Continuum Advisory
Idaho
$1.25M – – –
Public Employees Retirement Association of Colorado
204
Public Employees Retirement Association of Colorado
Colorado
$1.24M +$398K +8,441 +38%
Millennium Management
205
Millennium Management
New York
$1.24M -$3.81M -80,682 -73%
GWCM
206
Godshalk Welsh Capital Management
Pennsylvania
$1.24M -$33K -700 -2%
Mariner
207
Mariner
Kansas
$1.23M +$1.43M +30,245 New
Macquarie Group
208
Macquarie Group
Australia
$1.19M -$94.2K -1,997 -6%
VIA
209
Vident Investment Advisory
Georgia
$1.18M +$52.8K +1,118 +4%
KBC Group
210
KBC Group
Belgium
$1.17M +$725K +15,359 +115%
H
211
HoyleCohen
California
$1.13M -$14.2K -300 -1%
FANJ
212
Financial Architects (New Jersey)
New Jersey
$1.12M -$28.7K -608 -2%
EM
213
ELCO Management
New York
$1.11M +$287K +6,091 +29%
RB
214
Rodgers Brothers
Pennsylvania
$1.1M – – –
BWP
215
Bernardo Wealth Planning
Pennsylvania
$1.09M +$23.2K +491 +2%
BC
216
Blackhill Capital
New Jersey
$1.06M – – –
HSBC Holdings
217
HSBC Holdings
United Kingdom
$1.06M -$3.34M -70,770 -73%
Twin Tree Management
218
Twin Tree Management
Texas
$1.06M +$1.22M +25,940 New
FT
219
Fiduciary Trust
Massachusetts
$1.02M +$679K +14,380 +135%
Mackenzie Financial
220
Mackenzie Financial
Ontario, Canada
$1.02M +$24.6K +522 +2%
CPC
221
Cookson Peirce & Co
Pennsylvania
$1.01M +$256K +5,436 +28%
FBT
222
First Bankers Trust
Kentucky
$1M -$83.7K -1,773 -7%
LCM
223
Laurion Capital Management
New York
$975K +$1.13M +23,959 New
BCIM
224
British Columbia Investment Management
British Columbia, Canada
$961K -$1.29M -27,236 -54%
ISL
225
Ingalls & Snyder LLC
New York
$947K – – –
7 8
9
10 11

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.