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Essential Utilities
WTRG

Overview Fund Activity

544 hedge funds and large institutions have $6.21B invested in Essential Utilities in 2019 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 218 increasing their positions, 117 reducing their positions, and 50 closing their positions.

Holders
544
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
11.83%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
68
Increased
218
Reduced
117
Closed
50
Calls
$3.76M
Puts
$3.74M
Net Calls
+$17K
Net Calls Change
+$17.8M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$464M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$943M
3
BlackRock
3
BlackRock
New York
$845M
4
BC
4
Brookfield Corp
Ontario, Canada
$107M
5
Jennison Associates
5
Jennison Associates
New York
$99.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$40.4M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$0
3
Prudential Financial
3
Prudential Financial
New Jersey
$6.14M
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$101M
5
BNP Paribas Asset Management
5
BNP Paribas Asset Management
France
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$943M 22,785,489 +3,475,241 +18%
BlackRock
2
BlackRock
New York
$845M 20,422,783 +3,264,786 +19%
ZP
3
Zimmer Partners
New York
$464M 11,215,179 +11,215,179 New
State Street
4
State Street
Massachusetts
$434M 10,485,857 +1,000,367 +11%
AAMU
5
Amundi Asset Management US
Massachusetts
$313M 1,873,670 +127,684 +7%
PAMU
6
Pictet Asset Management (UK)
United Kingdom
$252M 6,096,454 +1,165,654 +24%
Norges Bank
7
Norges Bank
Norway
$159M 3,833,528 +700,000 +22%
Invesco
8
Invesco
Georgia
$118M 2,862,036 +155,185 +6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$110M 2,658,548 +83,677 +3%
BC
10
Brookfield Corp
Ontario, Canada
$107M 2,589,272 +2,589,272 New
Impax Asset Management Group
11
Impax Asset Management Group
United Kingdom
$101M 2,441,042 -240,606 -9%
Jennison Associates
12
Jennison Associates
New York
$99.8M 2,412,296 +2,412,296 New
Northern Trust
13
Northern Trust
Illinois
$98.7M 2,386,776 +299,446 +14%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$93.9M 2,269,224 +410,279 +22%
Franklin Resources
15
Franklin Resources
California
$74.1M 1,791,000 +1,791,000 New
Morgan Stanley
16
Morgan Stanley
New York
$61.3M 1,482,742 +680,725 +85%
CIA
17
ClearBridge Investments (Australia)
Australia
$61.3M 1,482,392 +1,482,392 New
Stifel Financial
18
Stifel Financial
Missouri
$60.1M 1,455,248 +201,326 +16%
AllianceBernstein
19
AllianceBernstein
Tennessee
$51.5M 1,244,984 +54,276 +5%
Legal & General Group
20
Legal & General Group
United Kingdom
$50.9M 1,229,612 +210,848 +21%
Charles Schwab
21
Charles Schwab
California
$49.5M 1,196,551 +169,053 +16%
First Trust Advisors
22
First Trust Advisors
Illinois
$47.8M 1,156,418 +3,838 +0.3%
NI
23
Nuance Investments
Missouri
$47.6M 1,149,885 +941,899 +453%
Principal Financial Group
24
Principal Financial Group
Iowa
$44.9M 1,085,029 +143,251 +15%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$44.9M 1,084,411 +996,901 +1,139%
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