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Essential Utilities
WTRG

Overview Fund Activity

594 hedge funds and large institutions have $8.55B invested in Essential Utilities in 2020 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 194 increasing their positions, 172 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+25
Holders Change %
+4.39%
% of All Funds
10.54%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
87
Increased
194
Reduced
172
Closed
54
Calls
$11.2M
Puts
$3.73M
Net Calls
+$7.44M
Net Calls Change
+$4.91M

Top Buyers

1
KBC Group
KBC Group
Belgium
$396M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$119M
3
Cohen & Steers
Cohen & Steers
New York
$85M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$94M
5
AAMU
AEGON Asset Management (UK)
United Kingdom
$70.1M

Top Sellers

1
ZP
Zimmer Partners
New York
$20.1M
2
CIA
ClearBridge Investments (Australia)
Australia
$0
3
Allianz Asset Management
Allianz Asset Management
Germany
$0
4
M
Mirova
France
$25.7M
5
Invesco
Invesco
Georgia
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
RB
226
Rodgers Brothers
Pennsylvania
$1.24M -$23.6K -500 -2%
BC
227
Blackhill Capital
New Jersey
$1.23M – – –
Mirae Asset Global Investments
228
Mirae Asset Global Investments
South Korea
$1.22M +$83.2K +1,759 +7%
BWP
229
Bernardo Wealth Planning
Pennsylvania
$1.22M +$142 +3 +0%
HTC
230
Haverford Trust Company
Pennsylvania
$1.21M -$69.5K -1,469 -5%
TC
231
TownSquare Capital
Utah
$1.19M +$1.19M +25,236 New
Pacer Advisors
232
Pacer Advisors
Pennsylvania
$1.18M -$1.37M -29,044 -54%
NAM
233
Nissay Asset Management
Japan
$1.17M -$4.26K -90 -0.4%
FT
234
Fiduciary Trust
Massachusetts
$1.16M -$23.6K -500 -2%
US Bancorp
235
US Bancorp
Minnesota
$1.16M -$473K -10,014 -29%
FANJ
236
Financial Architects (New Jersey)
New Jersey
$1.15M +$615 +13 +0.1%
X
237
Xponance
Pennsylvania
$1.11M -$4.02K -85 -0.4%
Cetera Investment Advisers
238
Cetera Investment Advisers
Illinois
$1.1M +$1.1M +23,350 New
II
239
IFM Investors
Australia
$1.1M +$123K +2,607 +13%
AI
240
Atom Investors
Texas
$1.09M -$4.58M -96,914 -81%
Susquehanna International Group
241
Susquehanna International Group
Pennsylvania
$1.09M -$1.22M -25,783 -53%
PP
242
Prudential plc
United Kingdom
$1.08M +$1.08M +22,802 New
WT
243
Whittier Trust
California
$1.06M – – –
TIS
244
Tortoise Index Solutions
Kansas
$1.03M +$161K +3,409 +19%
AWA
245
Arkadios Wealth Advisors
Georgia
$1.03M +$868K +18,378 +541%
ISL
246
Ingalls & Snyder LLC
New York
$1.02M -$5.67K -120 -0.6%
FBT
247
First Bankers Trust
Kentucky
$1.02M -$31.9K -675 -3%
TFA
248
Toth Financial Advisory
Virginia
$1.02M +$189 +4 +0%
MA
249
MUFG Americas
New York
$1.02M +$1.02M +21,495 New
Aberdeen Group
250
Aberdeen Group
United Kingdom
$1.01M +$587K +12,409 +138%
8 9
10
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