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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 %
CFB
151
Cullen/Frost Bankers
Texas
$3.04M -$46.6K -985 -2%
LA
152
Legacy Advisors
Pennsylvania
$3.04M – – –
VOYA Investment Management
153
VOYA Investment Management
Georgia
$2.88M -$221K -4,664 -7%
Baird Financial Group
154
Baird Financial Group
Wisconsin
$2.86M +$587K +12,403 +26%
MHI
155
Miller Howard Investments
New York
$2.75M -$2.36M -49,855 -46%
YIA
156
YHB Investment Advisors
Connecticut
$2.74M -$12.9K -273 -0.5%
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$2.74M +$12.3K +260 +0.5%
GIBU
158
Gulf International Bank (UK)
United Kingdom
$2.72M -$122K -2,576 -4%
CT
159
Coastline Trust
Rhode Island
$2.7M +$71.6K +1,515 +3%
AC
160
Addison Capital
Pennsylvania
$2.65M +$80.4K +1,700 +3%
SI
161
Stephens Inc
Arkansas
$2.65M +$42.4K +896 +2%
Cambridge Investment Research Advisors
162
Cambridge Investment Research Advisors
Iowa
$2.64M +$20K +423 +0.8%
LSERS
163
Louisiana State Employees Retirement System
Louisiana
$2.64M +$4.73K +100 +0.2%
WMSA
164
Weiss Multi-Strategy Advisers
New York
$2.58M +$2.58M +54,614 New
JCM
165
Jacobi Capital Management
Pennsylvania
$2.44M -$5.65K -123 -0.2%
DnB Asset Management
166
DnB Asset Management
Norway
$2.44M +$652K +13,795 +37%
Korea Investment Corp
167
Korea Investment Corp
South Korea
$2.41M -$582K -12,300 -19%
PCM
168
Penn Capital Management
Pennsylvania
$2.39M -$1.77M -37,329 -42%
KTC
169
Kistler-Tiffany Companies
Pennsylvania
$2.35M – – –
Handelsbanken Fonder
170
Handelsbanken Fonder
Sweden
$2.34M – – –
SAM
171
Shell Asset Management
Netherlands
$2.33M +$30.7K +649 +1%
HighTower Advisors
172
HighTower Advisors
Illinois
$2.32M +$266K +5,615 +13%
URS
173
Utah Retirement Systems
Utah
$2.27M +$94.5K +2,000 +4%
TA
174
TFG Advisers
Michigan
$2.22M +$3.07K +65 +0.1%
American Century Companies
175
American Century Companies
Missouri
$2.21M -$726K -15,354 -25%
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