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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 %
CFD
551
Creative Financial Designs
Indiana
$15K +$15K +317 +31,700%
CCM
552
Covington Capital Management
California
$14K -$2.33K -50 -14%
RMC
553
Resources Management Corp
Connecticut
$14K – – –
CB
554
CNB Bank
Pennsylvania
$14K – – –
BCA
555
Berman Capital Advisors
Georgia
$14K +$864 +19 +7%
EI
556
Ellevest Inc
New York
$13K -$4.52K -95 -26%
BFC
557
Bedel Financial Consulting
Indiana
$13K – – –
GAM
558
Gemmer Asset Management
California
$12K – – –
SQA
559
Simon Quick Advisors
New Jersey
$12K – – –
VCG
560
Vantage Consulting Group
Virginia
$12K +$12K +253 New
IA
561
Inspire Advisors
Idaho
$11K +$11K +223 New
OSAM
562
O'Shaughnessy Asset Management
Connecticut
$10K +$574 +12 +6%
NFSG
563
Newbridge Financial Services Group
Florida
$9K -$3K -60 -25%
VCM
564
Versant Capital Management
Arizona
$9K – – –
AF
565
Advisornet Financial
Minnesota
$9K – – –
PFGIA
566
Patriot Financial Group Insurance Agency
Massachusetts
$9K – – –
VFA
567
Valeo Financial Advisors
Indiana
$9K +$49 +1 +0.5%
IBOK
568
Independence Bank of Kentucky
Kentucky
$9K +$9K +200 New
EARNEST Partners
569
EARNEST Partners
Georgia
$8K – – –
LC
570
Lindbrook Capital
California
$8K +$719 +16 +10%
RPWA
571
Regent Peak Wealth Advisors
Georgia
$8K +$8K +162 New
TC
572
Trust Company
Kansas
$7K +$7K +150 New
TFO
573
Tarbox Family Office
California
$6K – – –
EW
574
Evoke Wealth
California
$6K – – –
CTB
575
Country Trust Bank
Illinois
$6K – – –
21 22
23
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