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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
1
KBC Group
Belgium
$40.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$43.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$89.5M
4
AAMU
4
Amundi Asset Management US
Massachusetts
$82.1M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$26.4M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$983M
2
BlackRock
2
BlackRock
New York
$906M
3
Axa
3
Axa
France
$3.14M
4
RA
4
Royce & Associates
New York
$2.89M
5
Zurich Cantonal Bank
5
Zurich Cantonal Bank
Switzerland
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
601
Orion Portfolio Solutions
Nebraska
– -$23K -535 Closed
PI
602
PineBridge Investments
New York
– -$22K -515 Closed
APWM
603
Atlas Private Wealth Management
New York
– -$18K -437 Closed
ClearBridge Investments
604
ClearBridge Investments
New York
– -$18K -425 Closed
FRA
605
Front Row Advisors
California
– -$17K -400 Closed
RDWM
606
Red Door Wealth Management
Tennessee
– -$15K -375 Closed
HFM
607
Harvest Fund Management
China
– -$15K -364 Closed
AAIM
608
Asset Advisors Investment Management
Georgia
– -$13K -300 Closed
PWP
609
Principle Wealth Partners
Connecticut
– -$11K -250 Closed
FWM
610
FSA Wealth Management
Massachusetts
– -$8K -200 Closed
WR
611
Watson Rebecca
– -$7K -168 Closed
PA
612
Procyon Advisors
Connecticut
– -$6K -152 Closed
AAP
613
Arax Advisory Partners
Colorado
– -$6K -143 Closed
OAJ
614
Ogorek Anthony Joseph
New York
– -$5K -125 Closed
BL
615
Balentine LLC
Georgia
– -$2K -59 Closed
BBA
616
Braun-Bostich & Associates
Pennsylvania
– -$2K -58 Closed
AWM
617
Apollon Wealth Management
South Carolina
– -$1K -12 Closed
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