WTRG icon

Essential Utilities
WTRG

Overview Fund Activity

569 hedge funds and large institutions have $6.93B invested in Essential Utilities in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 187 increasing their positions, 178 reducing their positions, and 49 closing their positions.

Holders
569
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
11.51%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
54
Increased
187
Reduced
178
Closed
49
Calls
$5.92M
Puts
$3.39M
Net Calls
+$2.53M
Net Calls Change
+$3.13M

Top Buyers

1
KBC Group
1
KBC Group
Belgium
$40.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$43.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$89.5M
4
AAMU
4
Amundi Asset Management US
Massachusetts
$82.1M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$26.4M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$983M
2
BlackRock
2
BlackRock
New York
$906M
3
Axa
3
Axa
France
$3.14M
4
RA
4
Royce & Associates
New York
$2.89M
5
Zurich Cantonal Bank
5
Zurich Cantonal Bank
Switzerland
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
26
KBC Group
Belgium
$40.5M +$39M +967,738 +2,586%
M
27
Mirova
France
$37.9M +$13M +322,192 +52%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$36.5M +$3.65M +90,796 +11%
Swiss National Bank
29
Swiss National Bank
Switzerland
$36.5M +$1.01M +25,000 +3%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$35M -$3.31M -82,275 -9%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$31.6M -$986K -24,500 -3%
UBS AM
32
UBS AM
Illinois
$30.9M +$1.79M +44,382 +6%
PCA
33
Personal Capital Advisors
California
$30.4M +$374K +9,281 +1%
TIA
34
Tandem Investment Advisors
South Carolina
$28.1M +$3.71M +92,283 +15%
Allianz Asset Management
35
Allianz Asset Management
Germany
$28M +$148K +3,684 +0.5%
Goldman Sachs
36
Goldman Sachs
New York
$27.6M -$330K -8,204 -1%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$26.6M +$7.01M +174,073 +36%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$26.4M +$18.3M +455,156 +226%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$24.3M -$511K -12,692 -2%
GF
40
Gabelli Funds
New York
$23.1M – – –
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$20.7M -$1.33M -32,958 -6%
CIMLRA
42
CBRE Investment Management Listed Real Assets
Pennsylvania
$20.7M +$5.1M +126,795 +33%
AQR Capital Management
43
AQR Capital Management
Connecticut
$19.4M +$12.4M +310,826 +177%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$19M -$96.2K -2,391 -0.5%
AllianceBernstein
45
AllianceBernstein
Tennessee
$18.8M -$252K -6,251 -1%
Public Employees Retirement Association of Colorado
46
Public Employees Retirement Association of Colorado
Colorado
$18.5M -$787K -19,554 -4%
Ameriprise
47
Ameriprise
Minnesota
$18.5M -$1.32M -32,694 -7%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$17.4M +$5.45M +137,016 +46%
Deutsche Bank
49
Deutsche Bank
Germany
$17.2M -$1.05M -26,154 -6%
AIG
50
American International Group
New York
$16.5M -$311K -7,721 -2%
1
2
3 4 5