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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
KBC Group
Belgium
$40.5M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$43.4M
3
Morgan Stanley
Morgan Stanley
New York
$89.5M
4
AAMU
Amundi Asset Management US
Massachusetts
$82.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$26.4M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$983M
2
BlackRock
BlackRock
New York
$906M
3
Axa
Axa
France
$3.14M
4
RA
Royce & Associates
New York
$2.89M
5
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Man Group
126
Man Group
United Kingdom
$3.61M -$1.01M -25,154 -22%
Assenagon Asset Management
127
Assenagon Asset Management
Luxembourg
$3.52M +$1.12M +27,823 +47%
Treasurer of the State of North Carolina
128
Treasurer of the State of North Carolina
North Carolina
$3.45M -$6.04K -150 -0.2%
Citadel Advisors
129
Citadel Advisors
Florida
$3.42M +$3.42M +85,049 New
Creative Planning
130
Creative Planning
Kansas
$3.36M +$206K +5,080 +7%
SDIC
131
South Dakota Investment Council
South Dakota
$3.31M +$1.17M +29,100 +55%
RCM
132
Radnor Capital Management
Pennsylvania
$3.28M – – –
HSBC Holdings
133
HSBC Holdings
United Kingdom
$3.28M +$2.93M +72,775 +838%
NMIMC
134
Northwestern Mutual Investment Management Company
Wisconsin
$3.28M – – –
SOMRS
135
State of Michigan Retirement System
Michigan
$3.27M +$4.03K +100 +0.1%
SLA
136
Silver Lake Advisory
Utah
$3.26M +$163K +4,043 +5%
CHAM
137
Clear Harbor Asset Management
Connecticut
$3.22M -$23K -572 -0.7%
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$3.18M -$126K -3,135 -4%
AIP
139
Ameritas Investment Partners
Nebraska
$3.17M -$16.5K -410 -0.5%
MFS
140
Mirabella Financial Services
United Kingdom
$3.16M +$3.16M +78,468 New
Axa
141
Axa
France
$3.14M -$9.92M -246,300 -76%
OPERF
142
Oregon Public Employees Retirement Fund
Oregon
$3.05M -$184K -4,571 -6%
BFA
143
Benedict Financial Advisors
Georgia
$2.96M +$16.1K +400 +0.5%
RA
144
Royce & Associates
New York
$2.89M -$9.89M -245,826 -77%
COPPSERS
145
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.88M +$979K +24,327 +52%
ASRS
146
Arizona State Retirement System
Arizona
$2.85M +$762K +18,938 +36%
HPIA
147
Hamilton Point Investment Advisors
North Carolina
$2.85M +$7.45K +185 +0.3%
PAM
148
Panagora Asset Management
Massachusetts
$2.73M +$180K +4,461 +7%
VOYA Investment Management
149
VOYA Investment Management
Georgia
$2.64M -$250K -6,206 -9%
TYCC
150
Texas Yale Capital Corp
Florida
$2.64M – – –
4 5
6
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