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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 %
GRP
576
Global Retirement Partners
California
$6K +$48 +1 +0.8%
APWA
577
Atlas Private Wealth Advisors
New Jersey
$5K – – –
Group One Trading
578
Group One Trading
Illinois
$5K +$5K +100 New
SSB
579
Sandy Spring Bank
Maryland
$5K +$5K +106 New
TFGT
580
TS Financial Group (TSFG)
Illinois
$5K +$5K +114 New
TWA
581
TCI Wealth Advisors
Arizona
$4K – – –
PWPS
582
Pinnacle Wealth Planning Services
Ohio
$4K +$4K +94 New
LGA
583
Lebenthal Global Advisors
New York
$4K +$4K +99 New
ME
584
McIlrath & Eck
Washington
$3K – – –
WEC
585
Winslow Evans & Crocker
Massachusetts
$3K – – –
TCM
586
Tradewinds Capital Management
Washington
$3K +$44 +1 +1%
AA
587
Addison Advisors
Vermont
$3K +$3K +63 New
AssetMark Inc
588
AssetMark Inc
California
$2K -$243K -5,478 -99%
GWS
589
Glassman Wealth Services
Virginia
$2K – – –
SWM
590
Selective Wealth Management
Virginia
$2K +$2K +50 New
FHC
591
First Horizon Corporation
Tennessee
$1K – – –
VNA
592
Valley National Advisers
Pennsylvania
$1K – – –
LFG
593
Larson Financial Group
Missouri
$1K – – –
TFA
594
Transamerica Financial Advisors
Florida
$1K +$231 +3 +30%
CIA
595
ClearBridge Investments (Australia)
Australia
– -$44.2M -1,098,246 Closed
Allianz Asset Management
596
Allianz Asset Management
Germany
– -$28M -695,984 Closed
Millennium Management
597
Millennium Management
New York
– -$14.1K -351,207 Closed
AIM
598
Artemis Investment Management
United Kingdom
– -$9.53M -236,999 Closed
Assenagon Asset Management
599
Assenagon Asset Management
Luxembourg
– -$3.52M -87,426 Closed
MFS
600
Mirabella Financial Services
United Kingdom
– -$3.16M -78,468 Closed
22 23
24
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