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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 %
SG Americas Securities
101
SG Americas Securities
New York
$6.06M +$5.69M +120,224 +1,508%
Comerica Bank
102
Comerica Bank
Texas
$5.95M -$162K -3,562 -3%
GC
103
Guggenheim Capital
Illinois
$5.8M -$539K -11,389 -9%
MIM
104
MetLife Investment Management
New Jersey
$5.78M -$264K -5,591 -4%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$5.71M +$184K +3,892 +3%
BBA
106
BLB&B Advisors
Pennsylvania
$5.66M -$215K -4,556 -4%
MSA
107
Mason Street Advisors
Wisconsin
$5.64M -$9.41K -199 -0.2%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.49M +$852K +18,008 +18%
BRCM
109
Bright Rock Capital Management
Massachusetts
$5.27M -$709K -15,000 -12%
FNC
110
First National Corp
Massachusetts
$4.97M +$142K +3,003 +3%
HSBC Holdings
111
HSBC Holdings
United Kingdom
$4.96M +$1.12M +23,740 +29%
BS
112
Boenning & Scattergood
Pennsylvania
$4.82M -$927K -19,598 -16%
Man Group
113
Man Group
United Kingdom
$4.8M +$554K +11,714 +13%
Brown Advisory
114
Brown Advisory
Maryland
$4.75M – – –
CCB
115
Cutter & Co Brokerage
Missouri
$4.7M -$138K -2,908 -3%
PAG
116
Private Advisor Group
New Jersey
$4.63M +$223K +4,713 +5%
Nordea Investment Management
117
Nordea Investment Management
Sweden
$4.61M +$4.19M +88,522 +979%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$4.6M +$2.18M +46,195 +91%
FTC
119
Farmers Trust Company
Ohio
$4.43M +$24K +507 +0.5%
M&T Bank
120
M&T Bank
New York
$4.37M -$18.4K -390 -0.4%
SSA
121
Schonfeld Strategic Advisors
New York
$4.2M -$1.74M -36,735 -29%
DekaBank Deutsche Girozentrale
122
DekaBank Deutsche Girozentrale
Germany
$4.19M -$1.32M -28,916 -24%
SBL
123
Sargent Bickham Lagudis
Colorado
$4.15M -$150K -3,170 -3%
RIM
124
Redpoint Investment Management
Australia
$4.15M -$228K -4,822 -5%
Treasurer of the State of North Carolina
125
Treasurer of the State of North Carolina
North Carolina
$4.07M +$13.7K +290 +0.3%
3 4
5
6 7