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Essential Utilities
WTRG

Overview Fund Activity

570 hedge funds and large institutions have $7.02B invested in Essential Utilities in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 194 increasing their positions, 169 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
-6
Holders Change %
-1.04%
% of All Funds
11.72%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
62
Increased
194
Reduced
169
Closed
64
Calls
$5.99M
Puts
$6.58M
Net Calls
-$595K
Net Calls Change
-$862K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.08B
2
Principal Financial Group
2
Principal Financial Group
Iowa
$44.5M
3
BlackRock
3
BlackRock
New York
$968M
4
NI
4
Nuance Investments
Missouri
$78M
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$125M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$5.41M
2
State Street
2
State Street
Massachusetts
$415M
3
Invesco
3
Invesco
Georgia
$95.4M
4
FAM
4
Fenimore Asset Management
New York
$0
5
CC
5
Carlson Capital
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
201
US Bancorp
Minnesota
$1.37M -$77.6K -1,837 -5%
UIM
202
USS Investment Management
United Kingdom
$1.31M +$1.31M +31,012 New
ERSOT
203
Employees Retirement System of Texas
Texas
$1.3M – – –
D.E. Shaw & Co
204
D.E. Shaw & Co
New York
$1.3M +$1.3M +30,770 New
AB
205
Amalgamated Bank
New York
$1.26M -$804K -19,030 -39%
Mariner
206
Mariner
Kansas
$1.25M -$24.8K -587 -2%
GWCM
207
Godshalk Welsh Capital Management
Pennsylvania
$1.25M -$33.8K -800 -3%
Envestnet Asset Management
208
Envestnet Asset Management
Illinois
$1.23M -$231K -5,475 -16%
H
209
HoyleCohen
California
$1.17M -$1.78K -42 -0.2%
JWM
210
Jackson Wealth Management
Florida
$1.14M +$285K +6,749 +33%
BWP
211
Bernardo Wealth Planning
Pennsylvania
$1.13M +$887 +21 +0.1%
RB
212
Rodgers Brothers
Pennsylvania
$1.13M -$15.8K -375 -1%
CIC
213
Carnegie Investment Counsel
Ohio
$1.12M -$892K -21,109 -44%
FANJ
214
Financial Architects (New Jersey)
New Jersey
$1.1M -$54.6K -1,293 -5%
BC
215
Blackhill Capital
New Jersey
$1.1M – – –
TRCT
216
Tower Research Capital (TRC)
New York
$1.1M +$1.1M +26,019 New
Twin Tree Management
217
Twin Tree Management
Texas
$1.07M -$29.7K -703 -3%
Mirae Asset Global Investments
218
Mirae Asset Global Investments
South Korea
$1.06M +$152K +3,605 +17%
CAM
219
Cozad Asset Management
Illinois
$1.06M +$794K +14,958 +300%
FT
220
Fiduciary Trust
Massachusetts
$1.06M – – –
FBT
221
First Bankers Trust
Kentucky
$1.03M -$13.7K -325 -1%
VIA
222
Vident Investment Advisory
Georgia
$989K -$230K -5,458 -19%
NAM
223
Nissay Asset Management
Japan
$986K +$23.7K +562 +2%
ISL
224
Ingalls & Snyder LLC
New York
$979K -$4.22K -100 -0.4%
THWM
225
Taylor Hoffman Wealth Management
Virginia
$976K +$279K +6,607 +40%
7 8
9
10 11