WTRG icon

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

Top Sellers

1
ZP
Zimmer Partners
New York
$20.1M
2
CIA
ClearBridge Investments (Australia)
Australia
$0
3
Allianz Asset Management
Allianz Asset Management
Germany
$0
4
M
Mirova
France
$25.7M
5
Invesco
Invesco
Georgia
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
126
Citadel Advisors
Florida
$4.02M -$189 -4 -0%
Creative Planning
127
Creative Planning
Kansas
$3.99M +$67.6K +1,429 +2%
Stifel Financial
128
Stifel Financial
Missouri
$3.98M -$1.03M -21,767 -21%
CHAM
129
Clear Harbor Asset Management
Connecticut
$3.96M +$170K +3,593 +4%
SDIC
130
South Dakota Investment Council
South Dakota
$3.89M – – –
RCM
131
Radnor Capital Management
Pennsylvania
$3.86M – – –
SLA
132
Silver Lake Advisory
Utah
$3.85M +$21K +445 +0.5%
SOMRS
133
State of Michigan Retirement System
Michigan
$3.84M – – –
SFI
134
Susquehanna Fundamental Investments
Pennsylvania
$3.83M -$4.34M -91,686 -53%
RJFSA
135
Raymond James Financial Services Advisors
Florida
$3.73M -$720K -15,225 -16%
AIP
136
Ameritas Investment Partners
Nebraska
$3.72M -$9.74K -206 -0.3%
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$3.64M -$100K -2,116 -3%
NMIMC
138
Northwestern Mutual Investment Management Company
Wisconsin
$3.63M -$40.1K -847 -1%
COPPSERS
139
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.53M +$143K +3,032 +4%
OPERF
140
Oregon Public Employees Retirement Fund
Oregon
$3.52M -$64.7K -1,368 -2%
Osaic Holdings
141
Osaic Holdings
Arizona
$3.51M -$1.23M -25,937 -26%
BFA
142
Benedict Financial Advisors
Georgia
$3.48M +$5.63K +119 +0.2%
HPIA
143
Hamilton Point Investment Advisors
North Carolina
$3.35M +$2.55K +54 +0.1%
RA
144
Royce & Associates
New York
$3.24M -$157K -3,328 -5%
State of Tennessee, Department of Treasury
145
State of Tennessee, Department of Treasury
Tennessee
$3.23M +$146K +3,083 +5%
PAM
146
Panagora Asset Management
Massachusetts
$3.2M – – –
BNP Paribas Asset Management
147
BNP Paribas Asset Management
France
$3.19M +$339K +7,166 +12%
LPL Financial
148
LPL Financial
California
$3.16M +$227K +4,805 +8%
ASRS
149
Arizona State Retirement System
Arizona
$3.16M -$191K -4,048 -6%
TYCC
150
Texas Yale Capital Corp
Florida
$3.11M +$15.4K +325 +0.5%
4 5
6
7 8