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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.

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

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$0
2
ZP
2
Zimmer Partners
New York
$469M
3
KBC Group
3
KBC Group
Belgium
$628K
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$22.5M
5
Millennium Management
5
Millennium Management
New York
$5.21M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B 23,312,963 +338,592 +1%
BlackRock
2
BlackRock
New York
$1.07B 22,835,834 +2,466,383 +12%
State Street
3
State Street
Massachusetts
$528M 11,248,979 +1,723,629 +18%
ZP
4
Zimmer Partners
New York
$469M 10,000,000 -1,297,094 -11%
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$300M 6,381,013 +269,872 +4%
Norges Bank
6
Norges Bank
Norway
$182M 3,887,287 +50,495 +1%
BPSG
7
Brookfield Public Securities Group
New York
$172M 3,665,425 +302,600 +9%
Invesco
8
Invesco
Georgia
$161M 3,421,330 +429,769 +14%
Stifel Financial
9
Stifel Financial
Missouri
$126M 2,676,100 +1,187,658 +80%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$125M 2,652,955 +17,637 +0.7%
Northern Trust
11
Northern Trust
Illinois
$123M 2,609,860 +219,875 +9%
Impax Asset Management Group
12
Impax Asset Management Group
United Kingdom
$122M 2,607,319 +326,868 +14%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$114M 2,428,128 +128,011 +6%
Jennison Associates
14
Jennison Associates
New York
$112M 2,378,077 -15,206 -0.6%
AAMU
15
Amundi Asset Management US
Massachusetts
$92.6M 1,972,203 +208,381 +12%
Legal & General Group
16
Legal & General Group
United Kingdom
$90.3M 1,924,749 +672,652 +54%
Morgan Stanley
17
Morgan Stanley
New York
$83.9M 1,786,430 +35,178 +2%
First Trust Advisors
18
First Trust Advisors
Illinois
$72.2M 1,538,613 +156,530 +11%
CIA
19
ClearBridge Investments (Australia)
Australia
$59.5M 1,297,771 +42,752 +3%
Charles Schwab
20
Charles Schwab
California
$57.5M 1,225,051 +16,144 +1%
Principal Financial Group
21
Principal Financial Group
Iowa
$53.3M 1,136,026 +15,091 +1%
DPIM
22
Duff & Phelps Investment Management
Illinois
$46.7M 995,126 +59,821 +6%
CC
23
Carlson Capital
Texas
$44.5M 948,414 +948,414 New
NI
24
Nuance Investments
Missouri
$42.9M 911,727 -5,699 -0.6%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$41.4M 882,710 -34,615 -4%
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