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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 %
BCM
626
Bayesian Capital Management
New York
– -$302K -7,501 Closed
TCM
627
Tuttle Capital Management
Connecticut
– -$260K -6,464 Closed
MCM
628
Mainstay Capital Management
Michigan
– -$241K -5,990 Closed
JWCA
629
J.W. Cole Advisors
Florida
– -$233K -5,777 Closed
KCM
630
Kathmere Capital Management
Pennsylvania
– -$210K -5,209 Closed
FC
631
FORA Capital
Florida
– -$184K -4,573 Closed
PHK
632
Point72 Hong Kong
Hong Kong
– -$146K -3,633 Closed
NPP
633
New Potomac Partners
Maryland
– -$135K -3,360 Closed
CIM
634
Contravisory Investment Management
Massachusetts
– -$112K -2,783 Closed
FHA
635
Flagship Harbor Advisors
Massachusetts
– -$105K -2,620 Closed
IMRF
636
Illinois Municipal Retirement Fund
Illinois
– -$94K -2,336 Closed
CSPIA
637
Cary Street Partners Investment Advisory
Virginia
– -$62K -1,548 Closed
WCG
638
Weaver Consulting Group
California
– -$60K -1,491 Closed
PWM
639
Provident Wealth Management
Tennessee
– -$53K -1,327 Closed
PFS
640
Prospera Financial Services
Texas
– -$53K -1,323 Closed
CIM
641
Centersquare Investment Management
Pennsylvania
– -$50K -1,235 Closed
NSB
642
Norway Savings Bank
Maine
– -$24K -600 Closed
AIL
643
AGF Investments LLC
Ontario, Canada
– -$13K -324 Closed
NNP
644
Nachman Norwood & Parrott
South Carolina
– -$9K -233 Closed
AA
645
Advisory Alpha
Michigan
– -$8K -200 Closed
FFA
646
Founders Financial Alliance
North Carolina
– -$8K -196 Closed
PCM
647
Prelude Capital Management
New York
– -$5K -131 Closed
PFWA
648
Paces Ferry Wealth Advisors
Georgia
– -$2K -44 Closed
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