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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
+$134M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$115M
3
Cohen & Steers
Cohen & Steers
New York
+$85M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$81.4M
5
AAMU
AEGON Asset Management (UK)
United Kingdom
+$70.1M

Top Sellers

1
ZP
Zimmer Partners
New York
-$383M
2
CIA
ClearBridge Investments (Australia)
Australia
-$44.2M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$28M
4
M
Mirova
France
-$18.8M
5
Invesco
Invesco
Georgia
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
451
Carroll Financial Associates
North Carolina
$165K -$47 -1 -0%
PFO
452
Pathstone Family Office
New Jersey
$161K +$161K +3,405 New
TC
453
Truvestments Capital
Florida
$160K +$160K +3,400 New
DAC
454
Dividend Assets Capital
South Carolina
$159K +$159K +3,364 New
DAM
455
Delta Asset Management
Tennessee
$156K – – –
Fifth Third Bancorp
456
Fifth Third Bancorp
Ohio
$148K +$44.1K +935 +42%
MA
457
Montag & Associates
Georgia
$147K +$147K +3,100 New
APA
458
American Portfolios Advisors
New York
$144K +$426 +9 +0.3%
HDIM
459
Hanson & Doremus Investment Management
Vermont
$134K – – –
TPCW
460
TD Private Client Wealth
New York
$128K -$4.11K -87 -3%
HI
461
Hudock Inc
Pennsylvania
$127K -$16.8K -355 -12%
SO
462
STRS Ohio
Ohio
$124K -$1.35M -28,696 -92%
OPW
463
Oxler Private Wealth
New York
$118K +$118K +2,500 New
PCG
464
Private Capital Group
Connecticut
$117K -$3.75K -79 -3%
CAAS
465
Capital Asset Advisory Services
Michigan
$117K +$117K +2,473 New
WT
466
Washington Trust
Rhode Island
$116K +$9.47K +200 +9%
AAM
467
Advisors Asset Management
Colorado
$115K -$4.15K -88 -3%
LWCFA
468
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$111K – – –
LS
469
Livforsakringsbolaget Skandia
Sweden
$109K – – –
NIPH
470
NN Investment Partners Holdings
Netherlands
$109K +$109K +2,300 New
CA
471
Clearstead Advisors
Ohio
$106K +$106K +2,240 New
IA
472
IndexIQ Advisors
New York
$99K -$48.8K -1,030 -33%
PWM
473
Perigon Wealth Management
California
$97K +$97K +2,042 New
SIC
474
Salem Investment Counselors
North Carolina
$95K – – –
TPWA
475
TRUE Private Wealth Advisors
Oregon
$94K – – –
17 18
19
20 21