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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.

Holders
576
Holders Change
-18
Holders Change %
-3.03%
% of All Funds
12.73%
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
1
Canada Pension Plan Investment Board
Ontario, Canada
$882M
2
Franklin Resources
2
Franklin Resources
California
$71.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$974M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$47.6M
5
TIA
5
Tandem Investment Advisors
South Carolina
$14M

Top Sellers

1
BPSG
1
Brookfield Public Securities Group
New York
$0
2
ZP
2
Zimmer Partners
New York
$349M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$0
4
DZ Bank
4
DZ Bank
Germany
$0
5
BlackRock
5
BlackRock
New York
$897M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$974M 23,928,704 +615,741 +3%
BlackRock
2
BlackRock
New York
$897M 22,039,682 -796,152 -3%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$882M 21,661,095 +21,661,095 New
State Street
4
State Street
Massachusetts
$438M 10,753,799 -495,180 -4%
ZP
5
Zimmer Partners
New York
$349M 8,566,168 -1,433,832 -14%
PAMU
6
Pictet Asset Management (UK)
United Kingdom
$263M 6,452,725 +71,712 +1%
Norges Bank
7
Norges Bank
Norway
$163M 4,012,310 +125,023 +3%
Invesco
8
Invesco
Georgia
$126M 3,097,475 -323,855 -9%
Stifel Financial
9
Stifel Financial
Missouri
$121M 2,977,967 +301,867 +11%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$106M 2,596,982 -55,973 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$101M 2,485,037 +56,909 +2%
Impax Asset Management Group
12
Impax Asset Management Group
United Kingdom
$100M 2,457,525 -149,794 -6%
Northern Trust
13
Northern Trust
Illinois
$99M 2,431,735 -178,125 -7%
Jennison Associates
14
Jennison Associates
New York
$92.1M 2,261,776 -116,301 -5%
Legal & General Group
15
Legal & General Group
United Kingdom
$83.8M 2,057,533 +132,784 +7%
Franklin Resources
16
Franklin Resources
California
$71.2M 1,750,000 +1,750,000 New
Morgan Stanley
17
Morgan Stanley
New York
$67.2M 1,651,328 -135,102 -8%
First Trust Advisors
18
First Trust Advisors
Illinois
$61.9M 1,521,563 -17,050 -1%
Charles Schwab
19
Charles Schwab
California
$51M 1,253,748 +28,697 +2%
NI
20
Nuance Investments
Missouri
$50.6M 1,242,690 +330,963 +36%
AAMU
21
Amundi Asset Management US
Massachusetts
$48.4M 1,806,982 -165,221 -8%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$47.6M 1,168,941 +430,167 +58%
CIA
23
ClearBridge Investments (Australia)
Australia
$47.2M 1,159,856 -137,915 -11%
DPIM
24
Duff & Phelps Investment Management
Illinois
$40.1M 986,306 -8,820 -0.9%
Fidelity International
25
Fidelity International
Bermuda
$38M 932,809 +160,132 +21%
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