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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
1
KBC Group
Belgium
$396M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$119M
3
Cohen & Steers
3
Cohen & Steers
New York
$85M
4
Mitsubishi UFJ Trust & Banking
4
Mitsubishi UFJ Trust & Banking
Japan
$94M
5
AAMU
5
AEGON Asset Management (UK)
United Kingdom
$70.1M

Top Sellers

1
ZP
1
Zimmer Partners
New York
$20.1M
2
CIA
2
ClearBridge Investments (Australia)
Australia
$0
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$0
4
M
4
Mirova
France
$25.7M
5
Invesco
5
Invesco
Georgia
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPIM
26
Duff & Phelps Investment Management
Illinois
$58.3M +$341K +7,220 +0.6%
Charles Schwab
27
Charles Schwab
California
$56.6M +$949K +20,069 +2%
Principal Financial Group
28
Principal Financial Group
Iowa
$53.3M +$18.3K +386 +0%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$43.9M +$993K +21,003 +2%
Swiss National Bank
30
Swiss National Bank
Switzerland
$41.6M -$1.22M -25,900 -3%
UBS AM
31
UBS AM
Illinois
$39.4M +$3.03M +64,129 +8%
PCA
32
Personal Capital Advisors
California
$37.2M +$1.55M +32,846 +4%
TIA
33
Tandem Investment Advisors
South Carolina
$37.2M +$4.16M +88,049 +13%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$36.7M -$4.47M -94,504 -11%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$36.1M -$993K -21,000 -3%
CVA
36
Ceredex Value Advisors
Florida
$33.8M +$33.8M +713,731 New
Fidelity Investments
37
Fidelity Investments
Massachusetts
$32.3M +$1.24M +26,245 +4%
Macquarie Group
38
Macquarie Group
Australia
$31.6M +$13.8M +292,543 +78%
CS
39
Credit Suisse
Switzerland
$29.6M +$18.3M +387,424 +162%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$29.3M +$764K +16,149 +3%
Goldman Sachs
41
Goldman Sachs
New York
$28.9M -$3.49M -73,874 -11%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$27.6M +$3.21M +67,905 +13%
GF
43
Gabelli Funds
New York
$26.8M -$378K -8,000 -1%
M
44
Mirova
France
$25.7M -$18.8M -396,863 -42%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$25.5M +$4.88M +103,095 +24%
Deutsche Bank
46
Deutsche Bank
Germany
$24.2M +$3.92M +82,893 +19%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$22.8M +$457K +9,659 +2%
AllianceBernstein
48
AllianceBernstein
Tennessee
$22.6M +$459K +9,716 +2%
Nuveen Asset Management
49
Nuveen Asset Management
Illinois
$22.5M -$8.7M -183,901 -28%
Public Employees Retirement Association of Colorado
50
Public Employees Retirement Association of Colorado
Colorado
$21.7M -$19K -401 -0.1%
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