WTRG icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.08B 25,515,898 +1,587,194 +7%
BlackRock
2
BlackRock
New York
$968M 22,921,140 +881,458 +4%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$915M 21,661,095 – –
State Street
4
State Street
Massachusetts
$415M 9,830,615 -923,184 -9%
ZP
5
Zimmer Partners
New York
$360M 8,529,478 -36,690 -0.4%
PAMU
6
Pictet Asset Management (UK)
United Kingdom
$289M 6,840,825 +388,100 +6%
Norges Bank
7
Norges Bank
Norway
$164M 3,881,224 -131,086 -3%
Impax Asset Management Group
8
Impax Asset Management Group
United Kingdom
$125M 2,947,545 +490,020 +20%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$113M 2,686,494 +89,512 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$109M 2,586,004 +100,967 +4%
Northern Trust
11
Northern Trust
Illinois
$108M 2,557,117 +125,382 +5%
Legal & General Group
12
Legal & General Group
United Kingdom
$98.5M 2,332,332 +274,799 +13%
Invesco
13
Invesco
Georgia
$95.4M 2,259,617 -837,858 -27%
Jennison Associates
14
Jennison Associates
New York
$94.9M 2,246,864 -14,912 -0.7%
Franklin Resources
15
Franklin Resources
California
$84M 1,837,527 +87,527 +5%
NI
16
Nuance Investments
Missouri
$78M 1,847,263 +604,573 +49%
First Trust Advisors
17
First Trust Advisors
Illinois
$70M 1,657,310 +135,747 +9%
Morgan Stanley
18
Morgan Stanley
New York
$67.4M 1,596,359 -54,969 -3%
AAMU
19
Amundi Asset Management US
Massachusetts
$65.3M 1,547,190 -259,792 -14%
Charles Schwab
20
Charles Schwab
California
$52.3M 1,238,879 -14,869 -1%
Fidelity International
21
Fidelity International
Bermuda
$50.9M 1,204,561 +271,752 +29%
CIA
22
ClearBridge Investments (Australia)
Australia
$47.6M 1,126,961 -32,895 -3%
Principal Financial Group
23
Principal Financial Group
Iowa
$44.5M 1,054,638 +1,054,638 New
DPIM
24
Duff & Phelps Investment Management
Illinois
$41.6M 984,416 -1,890 -0.2%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$40.2M 952,660 -216,281 -19%
1
2 3 4 5