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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 %
LOAME
176
Lombard Odier Asset Management (Europe)
United Kingdom
$2.2M +$2.2M +46,602 New
Federated Hermes
177
Federated Hermes
Pennsylvania
$2.19M -$91K -1,924 -4%
LNB
178
Ledyard National Bank
$2.11M -$64.5K -1,364 -3%
Mitsubishi UFJ Asset Management
179
Mitsubishi UFJ Asset Management
Japan
$2.11M +$110K +2,318 +5%
WAM
180
Wolverine Asset Management
Illinois
$2.1M +$2.1M +44,507 New
Toronto Dominion Bank
181
Toronto Dominion Bank
Ontario, Canada
$2.07M +$231K +4,893 +13%
Nomura Asset Management
182
Nomura Asset Management
Japan
$2.03M +$260K +5,500 +15%
MLICM
183
Metropolitan Life Insurance Company (MetLife)
New York
$1.89M -$49.8K -1,053 -3%
Envestnet Asset Management
184
Envestnet Asset Management
Illinois
$1.88M +$361K +7,632 +24%
SIAP
185
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.87M +$7.66K +162 +0.4%
MCM
186
Manchester Capital Management
Vermont
$1.87M +$1.89K +40 +0.1%
Jane Street
187
Jane Street
New York
$1.86M +$990K +20,934 +114%
BCIM
188
British Columbia Investment Management
British Columbia, Canada
$1.86M -$51.5K -1,089 -3%
NMERB
189
New Mexico Educational Retirement Board
New Mexico
$1.85M -$322K -6,800 -15%
TCA
190
Tortoise Capital Advisors
Kansas
$1.8M +$288K +6,085 +19%
UOC
191
UBS O'Connor
Illinois
$1.79M -$1.28M -27,076 -42%
EM
192
ELCO Management
New York
$1.77M -$546K -11,550 -24%
TD Asset Management
193
TD Asset Management
Ontario, Canada
$1.76M +$113K +2,388 +7%
Prudential Financial
194
Prudential Financial
New Jersey
$1.74M -$11.2K -236 -0.6%
SOADOR
195
State of Alaska Department of Revenue
Alaska
$1.72M -$85K -1,797 -5%
CS
196
Candriam SCA
Luxembourg
$1.69M +$131K +2,771 +8%
TRSOTSOK
197
Teachers Retirement System of the State of Kentucky
Kentucky
$1.68M +$70.9K +1,500 +4%
IMPI
198
Ilmarinen Mutual Pension Insurance
Finland
$1.66M +$1.66M +35,000 New
FPFS
199
First Personal Financial Services
North Carolina
$1.65M +$70.4K +1,489 +4%
CBT
200
Capital Bank & Trust
California
$1.65M – – –
6 7
8
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