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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 %
SSA
101
Schonfeld Strategic Advisors
New York
$5.06M +$5.06M +125,588 New
Victory Capital Management
102
Victory Capital Management
Texas
$5.05M -$2.58M -64,194 -34%
BBA
103
BLB&B Advisors
Pennsylvania
$5M -$92.8K -2,306 -2%
CT
104
Cambridge Trust
Massachusetts
$4.91M -$166K -4,123 -3%
BS
105
Boenning & Scattergood
Pennsylvania
$4.89M +$376K +9,342 +8%
AI
106
Atom Investors
Texas
$4.83M -$1.39M -34,487 -22%
MSA
107
Mason Street Advisors
Wisconsin
$4.81M -$112K -2,794 -2%
DekaBank Deutsche Girozentrale
108
DekaBank Deutsche Girozentrale
Germany
$4.71M -$1.94M -49,791 -29%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$4.7M +$227K +5,650 +5%
EAM
110
Erste Asset Management
Austria
$4.61M +$1.03M +26,000 +29%
MHI
111
Miller Howard Investments
New York
$4.34M -$315K -7,829 -7%
Stifel Financial
112
Stifel Financial
Missouri
$4.26M -$891K -22,144 -17%
CCB
113
Cutter & Co Brokerage
Missouri
$4.12M -$82.8K -2,058 -2%
Osaic Holdings
114
Osaic Holdings
Arizona
$4.09M -$6.83K -167 -0.2%
Brown Advisory
115
Brown Advisory
Maryland
$4.04M -$12.8K -318 -0.3%
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.95M +$303K +7,520 +8%
Citigroup
117
Citigroup
New York
$3.91M -$465K -11,546 -11%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$3.88M +$68.6K +1,668 +2%
RJFSA
119
Raymond James Financial Services Advisors
Florida
$3.78M +$122K +3,038 +3%
PAG
120
Private Advisor Group
New Jersey
$3.77M -$29.8K -738 -0.8%
FTC
121
Farmers Trust Company
Ohio
$3.75M +$8.13K +202 +0.2%
M&T Bank
122
M&T Bank
New York
$3.73M +$75.1K +1,866 +2%
RIM
123
Redpoint Investment Management
Australia
$3.73M +$1.19M +29,635 +47%
SBL
124
Sargent Bickham Lagudis
Colorado
$3.66M +$17.1K +425 +0.5%
PCM
125
Penn Capital Management
Pennsylvania
$3.64M +$183K +4,430 +5%
3 4
5
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