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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
1
KBC Group
Belgium
$396M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$119M
3
Cohen & Steers
3
Cohen & Steers
New York
$85M
4
Mitsubishi UFJ Trust & Banking
4
Mitsubishi UFJ Trust & Banking
Japan
$94M
5
AAMU
5
AEGON Asset Management (UK)
United Kingdom
$70.1M

Top Sellers

1
ZP
1
Zimmer Partners
New York
$20.1M
2
CIA
2
ClearBridge Investments (Australia)
Australia
$0
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$0
4
M
4
Mirova
France
$25.7M
5
Invesco
5
Invesco
Georgia
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ensign Peak Advisors
76
Ensign Peak Advisors
Utah
$11.5M -$4.03M -85,270 -26%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$11.2M -$85.9K -1,816 -0.8%
MAM
78
Magellan Asset Management
Australia
$11M +$692K +14,633 +7%
AG
79
Aperio Group
California
$10.8M +$20K +422 +0.2%
Teacher Retirement System of Texas
80
Teacher Retirement System of Texas
Texas
$10.8M +$46.2K +977 +0.4%
ACI
81
AMP Capital Investors
Australia
$10.6M -$1.12M -24,042 -10%
EAM
82
Erste Asset Management
Austria
$10M +$4.66M +101,000 +87%
MOACM
83
Mutual of America Capital Management
New York
$9.88M +$47.2K +999 +0.5%
GI
84
Gradient Investments
Minnesota
$9.54M -$139K -3,447 -1%
MSV
85
MN Services Vermogensbeheer
Netherlands
$8.98M – – –
TPSF
86
Texas Permanent School Fund
Texas
$8.76M -$1.47M -31,127 -14%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$8.15M -$560K -11,840 -6%
Massachusetts Financial Services
88
Massachusetts Financial Services
Massachusetts
$8M +$128K +2,702 +2%
WFG
89
Wills Financial Group
Virginia
$7.89M -$950K -20,089 -11%
FNFDCM
90
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.7M -$8.84K -187 -0.1%
SEI Investments
91
SEI Investments
Pennsylvania
$7.6M +$5.27M +111,381 +225%
State of New Jersey Common Pension Fund D
92
State of New Jersey Common Pension Fund D
New Jersey
$7.23M -$749K -15,838 -9%
Vontobel Holding
93
Vontobel Holding
Switzerland
$7.08M +$7.08M +147,966 New
Citigroup
94
Citigroup
New York
$6.87M +$2.28M +48,181 +50%
CI
95
Cambiar Investors
Colorado
$6.5M +$17.7K +375 +0.3%
Verition Fund Management
96
Verition Fund Management
Connecticut
$6.27M +$5.48M +115,983 +702%
HPC
97
HM Payson & Co
Maine
$6.2M -$178K -3,766 -3%
Victory Capital Management
98
Victory Capital Management
Texas
$6.17M +$237K +5,007 +4%
Asset Management One
99
Asset Management One
Japan
$6.07M -$750K -16,250 -11%
FNBTCON
100
First National Bank & Trust Co of Newtown
Pennsylvania
$6.06M -$20.3K -429 -0.3%
2 3
4
5 6