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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 %
JG
251
Jefferies Group
New York
$1.01M -$1.13M -23,971 -53%
PIM
252
Penobscot Investment Management
Massachusetts
$1.01M -$6.15K -130 -0.6%
PA
253
Profund Advisors
Maryland
$1M -$21.1K -447 -2%
SAM
254
Securian Asset Management
Minnesota
$1M -$24K -508 -2%
ERIM
255
Eagle Ridge Investment Management
Connecticut
$1M – – –
RIL
256
Rothschild Investment LLC
Illinois
$982K – – –
BBVA
257
Banco Bilbao Vizcaya Argentaria
Spain
$967K – – –
LOIM
258
Liberty One Investment Management
Illinois
$962K +$11.3K +239 +1%
CFN
259
Cordasco Financial Network
Florida
$957K – – –
WAP
260
Wealthcare Advisory Partners
Pennsylvania
$957K +$20.1K +424 +2%
TBA
261
Tower Bridge Advisors
Pennsylvania
$956K – – –
SPIA
262
Steward Partners Investment Advisory
New York
$939K +$54.8K +1,160 +6%
MUAMU
263
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$922K +$213K +4,500 +30%
Caisse de Depot et Placement du Quebec (CDPQ)
264
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$887K +$249K +5,258 +39%
BAMF
265
BI Asset Management Fondsmaeglerselskab
Denmark
$882K +$261K +5,514 +42%
AIM
266
Arcadia Investment Management
Michigan
$876K +$7.09K +150 +0.8%
CAM
267
Costello Asset Management
Pennsylvania
$866K +$47.8K +1,012 +6%
LIM
268
Loudon Investment Management
New Hampshire
$854K – – –
THWM
269
Taylor Hoffman Wealth Management
Virginia
$849K – – –
ST
270
Smithfield Trust
Pennsylvania
$847K +$220K +4,660 +35%
Neuberger Berman Group
271
Neuberger Berman Group
New York
$840K +$235K +4,964 +39%
CGH
272
Crossmark Global Holdings
Texas
$837K -$22.7K -480 -3%
WBC
273
Westpac Banking Corp
Australia
$832K – – –
MSS
274
Mitchell Sinkler & Starr
Pennsylvania
$832K +$34.1K +722 +4%
Natixis Advisors
275
Natixis Advisors
Massachusetts
$825K +$131K +2,779 +19%
9 10
11
12 13