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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 %
SCM
301
Shelton Capital Management
Colorado
$595K – – –
IFWM
302
Institute for Wealth Management
Colorado
$593K – – –
DADC
303
D.A. Davidson & Co
Montana
$577K -$36.7K -776 -6%
PP
304
Pegasus Partners
Wisconsin
$571K +$34.5K +729 +6%
OAM
305
Optimal Asset Management
California
$565K -$563K -11,923 -50%
GLA
306
Good Life Advisors
Pennsylvania
$557K +$236 +5 +0%
NIMI
307
Natixis Investment Managers International
France
$545K +$545K +11,529 New
SMDAM
308
Sumitomo Mitsui DS Asset Management
Japan
$543K -$157K -3,314 -22%
Mariner
309
Mariner
Kansas
$540K -$341K -7,219 -39%
LIA
310
LS Investment Advisors
Michigan
$538K – – –
ECM
311
EagleClaw Capital Management
Massachusetts
$520K – – –
TWP
312
Tower Wealth Partners
Pennsylvania
$519K +$519K +10,980 New
KeyBank National Association
313
KeyBank National Association
Ohio
$510K -$605K -12,814 -54%
MAFM
314
Mid Atlantic Financial Management
Pennsylvania
$509K +$142 +3 +0%
AWA
315
Aaron Wealth Advisors
Illinois
$508K +$508K +10,752 New
Bank Julius Baer & Co
316
Bank Julius Baer & Co
Switzerland
$506K – – –
CTC
317
Central Trust Company
Missouri
$497K – – –
SGI
318
Summit Global Investments
Utah
$496K +$225K +4,768 +83%
FWIA
319
Fort Washington Investment Advisors
Ohio
$487K – – –
GVAG
320
Great Valley Advisor Group
Delaware
$485K +$142 +3 +0%
N
321
Natixis
France
$479K +$479K +10,127 New
BCM
322
Blume Capital Management
California
$473K – – –
SWM
323
SeaCrest Wealth Management
New York
$467K -$8.88K -188 -2%
FWCM
324
Ferguson Wellman Capital Management
Oregon
$467K – – –
PCAP
325
Pratt Collard Advisory Partners
New York
$464K -$29.6K -625 -6%
11 12
13
14 15