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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 %
IRF
351
IBM Retirement Fund
New York
$389K +$45.9K +971 +13%
SWA
352
Stratos Wealth Advisors
Ohio
$387K +$387K +8,192 New
LNWWM
353
Laird Norton Wetherby Wealth Management
California
$386K -$34.8K -737 -8%
GJIC
354
Gamble Jones Investment Counsel
California
$386K – – –
KCM
355
Kennedy Capital Management
Missouri
$381K +$141K +2,991 +59%
MCM
356
Murphy Capital Management
New Jersey
$380K -$23.4K -495 -6%
CB
357
Community Bank
New York
$378K – – –
Chevy Chase Trust
358
Chevy Chase Trust
Maryland
$378K – – –
BSW
359
Buckingham Strategic Wealth
Missouri
$378K +$2.89K +61 +0.8%
EIP
360
Ellis Investment Partners
Pennsylvania
$371K +$157K +3,317 +73%
AF
361
Affiance Financial
Minnesota
$368K -$26.9K -570 -7%
TMAM
362
Tokio Marine Asset Management
Japan
$368K – – –
CI
363
Cigna Investments
Connecticut
$365K +$33.1K +700 +10%
NAMP
364
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$354K – – –
AIM
365
Anchor Investment Management
South Carolina
$351K -$12.4K -263 -3%
FB
366
Fulton Bank
Pennsylvania
$348K – – –
JIC
367
Johnson Investment Counsel
Ohio
$342K +$95 +2 +0%
BCM
368
Birch Capital Management
Texas
$339K -$243K -5,149 -42%
JPMPWA
369
J.P. Morgan Private Wealth Advisors
California
$337K -$48.8K -1,032 -13%
BMSSC
370
B. Metzler seel. Sohn & Co
Germany
$335K +$335K +7,199 New
DWT
371
Dorsey & Whitney Trust
South Dakota
$334K +$86.9K +1,838 +35%
ONB
372
Old National Bancorp
Indiana
$328K +$328K +6,946 New
Mackenzie Financial
373
Mackenzie Financial
Ontario, Canada
$323K +$31.9K +674 +11%
AA
374
AQR Arbitrage
Connecticut
$323K +$323K +6,935 New
SG
375
StoneX Group
New York
$321K +$2.84K +60 +0.9%
13 14
15
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