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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 %
AWM
276
AE Wealth Management
Kansas
$811K +$160K +3,376 +25%
EVM
277
Eaton Vance Management
Massachusetts
$810K +$24K +508 +3%
CYG
278
Clean Yield Group
Vermont
$806K -$10.4K -220 -1%
TRCT
279
Tower Research Capital (TRC)
New York
$798K -$84.6K -1,789 -10%
OBGC
280
O'Brien Greene & Co
Pennsylvania
$790K -$2.69K -57 -0.3%
EMPI
281
Elo Mutual Pension Insurance
Finland
$783K +$783K +16,558 New
FA
282
FMA Advisory
Pennsylvania
$769K +$47 +1 +0%
PTC
283
Philadelphia Trust Company
Pennsylvania
$763K -$47.3K -1,000 -6%
Holocene Advisors
284
Holocene Advisors
New York
$754K +$754K +15,953 New
IC
285
Inverness Counsel
New York
$751K – – –
ESCM
286
Echo Street Capital Management
New York
$747K +$747K +15,788 New
WTC
287
WhitTier Trust Company
Nevada
$709K – – –
KAS
288
Kestra Advisory Services
Texas
$691K +$685K +14,716 +12,263%
GEA
289
Glen Eagle Advisors
New Jersey
$679K -$156K -3,290 -19%
KFI
290
Key Financial Inc
Pennsylvania
$677K – – –
WF
291
Welch & Forbes
Massachusetts
$671K – – –
ASN
292
Advisory Services Network
Georgia
$667K +$432K +9,139 +183%
SFS
293
Sowell Financial Services
Arkansas
$658K -$8.9K -188 -1%
CAN
294
Cetera Advisor Networks
California
$649K -$7.57K -160 -1%
UCFA
295
United Capital Financial Advisors
Texas
$648K +$19.3K +408 +3%
MC
296
Moors & Cabot
Massachusetts
$638K -$26.1K -548 -4%
SFSG
297
Sound Financial Strategies Group
Mississippi
$635K +$635K +13,426 New
TPW
298
Tiller Private Wealth
Pennsylvania
$631K -$70.3K -1,485 -10%
DTL
299
Dynamic Technology Lab
Singapore
$627K -$801K -16,929 -56%
SS
300
Simplicity Solutions
Minnesota
$599K +$91.6K +1,937 +18%
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