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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 %
Wells Fargo
51
Wells Fargo
California
$15.9M +$329K +8,163 +2%
Bank of America
52
Bank of America
North Carolina
$15.7M -$5.1M -126,625 -24%
PPA
53
Parametric Portfolio Associates
Washington
$15.4M -$231K -5,747 -1%
Macquarie Group
54
Macquarie Group
Australia
$15.1M +$13.7M +341,522 +1,015%
Truist Financial
55
Truist Financial
North Carolina
$14M +$1.45M +35,996 +12%
Ensign Peak Advisors
56
Ensign Peak Advisors
Utah
$13.3M +$762K +18,928 +6%
ProShare Advisors
57
ProShare Advisors
Maryland
$13M +$927K +23,027 +8%
RJA
58
Raymond James & Associates
Florida
$12.5M +$2.12M +52,588 +20%
UBS Group
59
UBS Group
Switzerland
$12.3M -$182K -4,521 -1%
First Manhattan
60
First Manhattan
New York
$12.2M -$73K -1,813 -0.6%
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.7M -$262K -6,497 -2%
Retirement Systems of Alabama
62
Retirement Systems of Alabama
Alabama
$11.7M +$11.5K +286 +0.1%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$11.7M +$58K +1,440 +0.5%
RT
64
Rockland Trust
Massachusetts
$11M -$111K -2,760 -1%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$10.8M -$354K -8,802 -3%
Mitsubishi UFJ Trust & Banking
66
Mitsubishi UFJ Trust & Banking
Japan
$10.8M +$212K +5,256 +2%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$10.7M – – –
APG Asset Management
68
APG Asset Management
Netherlands
$10.6M +$6.14M +179,000 +138%
T. Rowe Price Associates
69
T. Rowe Price Associates
Maryland
$10.6M -$1.95M -48,326 -16%
Zurich Cantonal Bank
70
Zurich Cantonal Bank
Switzerland
$10.5M -$8.86M -220,210 -46%
Canada Life
71
Canada Life
Manitoba, Canada
$10.5M -$2.82M -70,179 -21%
ACI
72
AMP Capital Investors
Australia
$10M +$427K +10,738 +4%
GI
73
Gradient Investments
Minnesota
$9.68M +$9.63M +239,335 +22,991%
CS
74
Credit Suisse
Switzerland
$9.61M -$1.02M -25,367 -10%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$9.58M -$969K -24,062 -9%
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