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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.

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

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$983M
2
BlackRock
BlackRock
New York
$906M
3
Axa
Axa
France
$3.14M
4
RA
Royce & Associates
New York
$2.89M
5
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCG
476
Weaver Consulting Group
California
$60K – – –
TSW
477
Thompson Siegel & Walmsley
Virginia
$58K – – –
CAL
478
Capital Analysts LLC
Pennsylvania
$55K – – –
RE
479
RBC Europe
United Kingdom
$54.7K – – –
EIM
480
Essex Investment Management
Massachusetts
$54K – – –
C
481
Cerebellum
California
$54K +$54K +1,352 New
BCWM
482
Bartlett & Co Wealth Management
Ohio
$53.1K – – –
BC
483
Bartlett & Co
Ohio
$53K – – –
PFS
484
Prospera Financial Services
Texas
$53K +$53K +1,323 New
PWM
485
Provident Wealth Management
Tennessee
$53K +$53K +1,327 New
AF
486
Allworth Financial
California
$52K +$320 +8 +0.6%
QCG
487
Quadrant Capital Group
Ohio
$52K +$27K +675 +108%
PFSC
488
Peoples Financial Services Corp
Pennsylvania
$50K – – –
DOA
489
D'Orazio & Associates
Virginia
$50K – – –
CIM
490
Centersquare Investment Management
Pennsylvania
$50K +$36.2K +895 +263%
SC
491
SouthState Corp
Florida
$50K +$50K +1,250 New
CWC
492
Carolinas Wealth Consulting
North Carolina
$49K – – –
SIS
493
Sound Income Strategies
Florida
$48K +$81 +2 +0.2%
M
494
MOTCO
Texas
$47K -$1.48K -37 -3%
TVWM
495
Tower View Wealth Management
Wisconsin
$47K +$280 +7 +0.6%
EP
496
Eudaimonia Partners
Tennessee
$46K – – –
National Pension Service
497
National Pension Service
South Korea
$45K – – –
AF
498
Arrow Financial
New York
$44K – – –
MWP
499
Meridian Wealth Partners
Pennsylvania
$44K – – –
LWA
500
Lenox Wealth Advisors
New York
$44K +$243 +6 +0.6%
18 19
20
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