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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 %
PGAM
526
Princeton Global Asset Management
New Jersey
$32K – – –
MPWT
527
MassMutual Private Wealth & Trust
Connecticut
$32K +$8.05K +168 +34%
HF
528
Halpern Financial
Virginia
$31.1K +$31.1K +658 New
FPB
529
First PREMIER Bank
South Dakota
$31K – – –
FCFS
530
First Command Financial Services
Texas
$31K – – –
FCB
531
First Command Bank
Texas
$31K – – –
SWA
532
SOA Wealth Advisors
New York
$31K +$31K +647 New
FF
533
FourThought Financial
Florida
$29K +$29K +624 New
HWA
534
HHM Wealth Advisors
Tennessee
$27K – – –
RWB
535
RMR Wealth Builders
New Jersey
$26K +$26K +550 New
FPS
536
Fieldpoint Private Securities
Connecticut
$26K +$26K +555 New
HFA
537
HC Financial Advisors
California
$25K – – –
SPWG
538
Sage Private Wealth Group
Illinois
$24K +$24K +511 New
SWA
539
Sutton Wealth Advisors
Florida
$23.8K – – –
BBHC
540
Brown Brothers Harriman & Co
New York
$22K – – –
DI
541
Disciplined Investments
Oklahoma
$21K – – –
PB
542
Pinnacle Bancorp
Nebraska
$20K – – –
AIG
543
American International Group
New York
$19K -$292 -6,167 -2%
RF
544
Robbins Farley
New Hampshire
$18K +$18K +375 New
IAIM
545
International Assets Investment Management
Florida
$17K +$17K +350 New
CFFP
546
Center for Financial Planning
Michigan
$16K – – –
CCA
547
Childress Capital Advisors
Texas
$16K +$16K +299 New
SIAG
548
Safeguard Investment Advisory Group
California
$16K +$16K +355 New
Carson Wealth (CWM LLC)
549
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
JWA
550
JFS Wealth Advisors
Pennsylvania
$15K – – –
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