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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 %
NFG
576
Nations Financial Group
Iowa
– -$818K -19,368 Closed
RCA
577
Ranch Capital Advisors
Florida
– -$679K -14,222 Closed
Nomura Holdings
578
Nomura Holdings
Japan
– -$571K -13,519 Closed
BFM
579
Boothbay Fund Management
New York
– -$557K -13,184 Closed
EA
580
Ecofin Advisors
United Kingdom
– -$489K -11,571 Closed
JCM
581
JS Capital Management
New York
– -$397K -9,400 Closed
KWM
582
Kingsview Wealth Management
Oregon
– -$319K -7,553 Closed
MFG
583
Magnus Financial Group
New York
– -$311K -7,367 Closed
FPCG
584
Fort Pitt Capital Group
Pennsylvania
– -$246K -5,831 Closed
KLI
585
Kelman-Lazarov Inc
Tennessee
– -$230K -5,438 Closed
CFG
586
Citizens Financial Group
Rhode Island
– -$225K -5,315 Closed
Robeco Institutional Asset Management
587
Robeco Institutional Asset Management
Netherlands
– -$217K -5,129 Closed
RMA
588
Roffman Miller Associates
Pennsylvania
– -$215K -5,094 Closed
NICM
589
Neo Ivy Capital Management
New York
– -$213K -5,044 Closed
OWP
590
Obermeyer Wealth Partners
Colorado
– -$209K -4,956 Closed
DP
591
Dearborn Partners
Illinois
– -$208K -4,933 Closed
AII
592
AGF Investments Inc
Ontario, Canada
– -$138K -3,266 Closed
Group One Trading
593
Group One Trading
Illinois
– -$127K -3,000 Closed
SF
594
Synovus Financial
Georgia
– -$59K -1,389 Closed
SCA
595
Stonebridge Capital Advisors
Minnesota
– -$56K -1,325 Closed
CG
596
Cutler Group
California
– -$50K -1,200 Closed
KPW
597
Kore Private Wealth
New York
– -$45K -1,066 Closed
ALAM
598
Asahi Life Asset Management
Japan
– -$38K -900 Closed
NC
599
NewSquare Capital
Pennsylvania
– -$37K -876 Closed
EWP
600
Engrave Wealth Partners
Texas
– -$29K -698 Closed
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