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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 %
CFB
151
Cullen/Frost Bankers
Texas
$2.63M -$303K -7,525 -10%
State of Tennessee, Department of Treasury
152
State of Tennessee, Department of Treasury
Tennessee
$2.62M -$1.21M -30,000 -32%
UOC
153
UBS O'Connor
Illinois
$2.62M +$2.62M +65,000 New
LA
154
Legacy Advisors
Pennsylvania
$2.59M – – –
Korea Investment Corp
155
Korea Investment Corp
South Korea
$2.55M +$96.6K +2,400 +4%
LPL Financial
156
LPL Financial
California
$2.5M +$13.8K +342 +0.6%
American Century Companies
157
American Century Companies
Missouri
$2.5M -$1.59M -39,539 -39%
BNP Paribas Asset Management
158
BNP Paribas Asset Management
France
$2.42M +$2.06M +51,130 +563%
GIBU
159
Gulf International Bank (UK)
United Kingdom
$2.42M – – –
YIA
160
YHB Investment Advisors
Connecticut
$2.34M -$272K -6,766 -10%
JCM
161
Jacobi Capital Management
Pennsylvania
$2.33M +$47.2K +1,075 +2%
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$2.32M – – –
HF
163
HRT Financial
New York
$2.31M +$2.31M +57,328 New
Point72 Asset Management
164
Point72 Asset Management
Connecticut
$2.28M +$2.28M +56,700 New
LSERS
165
Louisiana State Employees Retirement System
Louisiana
$2.24M – – –
CT
166
Coastline Trust
Rhode Island
$2.24M -$11.3K -280 -0.5%
Cambridge Investment Research Advisors
167
Cambridge Investment Research Advisors
Iowa
$2.23M +$155K +3,846 +7%
SI
168
Stephens Inc
Arkansas
$2.22M +$268K +6,652 +14%
AC
169
Addison Capital
Pennsylvania
$2.19M -$52.3K -1,300 -2%
Pacer Advisors
170
Pacer Advisors
Pennsylvania
$2.17M +$2.17M +53,979 New
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$2.05M +$280K +6,970 +16%
KTC
172
Kistler-Tiffany Companies
Pennsylvania
$2M +$1.7M +42,191 +559%
Handelsbanken Fonder
173
Handelsbanken Fonder
Sweden
$2M +$451K +11,200 +29%
SEI Investments
174
SEI Investments
Pennsylvania
$1.99M +$1.34M +33,350 +208%
EM
175
ELCO Management
New York
$1.97M +$123K +3,062 +7%
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