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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 %
Daiwa Securities Group
326
Daiwa Securities Group
Japan
$462K – – –
BCCM
327
Bridge Creek Capital Management
Massachusetts
$458K +$18.9K +400 +4%
CCMD
328
Cypress Capital Management (Delaware)
Delaware
$452K – – –
CC
329
Cannell & Co
New York
$450K – – –
PA
330
Pinnacle Associates
New York
$449K -$85.2K -1,800 -16%
NICM
331
Neo Ivy Capital Management
New York
$441K +$441K +9,334 New
LWMG
332
Levy Wealth Management Group
Pennsylvania
$437K +$437K +9,243 New
CP
333
Coho Partners
Pennsylvania
$436K – – –
FPF
334
First Pacific Financial
Washington
$433K +$433K +9,146 New
SBH
335
Segall Bryant & Hamill
Illinois
$432K -$15.5K -328 -3%
BF
336
BOK Financial
Oklahoma
$431K -$47.7K -1,009 -10%
HFA
337
Hoover Financial Advisors
Pennsylvania
$429K -$41.1K -902 -9%
FIA
338
Foundations Investment Advisors
Arizona
$427K +$3.31K +68 +0.8%
CAPTRUST Financial Advisors
339
CAPTRUST Financial Advisors
North Carolina
$427K +$81.1K +1,713 +23%
TW
340
TrinityPoint Wealth
Connecticut
$421K – – –
WAM
341
World Asset Management
Michigan
$413K -$10.3K -217 -2%
D
342
Diversified
Delaware
$413K +$413K +10,253 New
VI
343
Vestcor Inc
New Brunswick, Canada
$412K -$83.1K -1,759 -17%
LDFR
344
Lehman & Derafelo Financial Resources
Pennsylvania
$411K – – –
HSA
345
HBK Sorce Advisory
Pennsylvania
$407K -$36.8K -778 -8%
PI
346
PEAK6 Investments
Illinois
$399K +$399K +8,431 New
BAM
347
Barrett Asset Management
New York
$398K -$11.8K -250 -3%
CIBC Asset Management
348
CIBC Asset Management
Ontario, Canada
$396K – – –
OBWP
349
O'Brien Wealth Partners
Massachusetts
$396K – – –
AAS
350
Avantax Advisory Services
Texas
$392K -$626K -13,197 -61%
12 13
14
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