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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 %
GT
201
Glenmede Trust
Pennsylvania
$1.41M -$112K -2,780 -7%
TD Asset Management
202
TD Asset Management
Ontario, Canada
$1.4M +$476K +11,829 +51%
IA
203
Independence Advisors
Pennsylvania
$1.4M -$10.9K -270 -0.8%
CBT
204
Capital Bank & Trust
California
$1.4M – – –
HW
205
Hancock Whitney
Mississippi
$1.4M -$28.7K -712 -2%
US Bancorp
206
US Bancorp
Minnesota
$1.39M +$80.2K +1,991 +6%
TRSOTSOK
207
Teachers Retirement System of the State of Kentucky
Kentucky
$1.37M – – –
QT
208
Quantbot Technologies
New York
$1.37M +$762K +18,931 +126%
WSFS
209
Wilmington Savings Fund Society
Delaware
$1.36M -$31.6K -786 -2%
MAM
210
Martingale Asset Management
Massachusetts
$1.36M +$1.36M +33,800 New
FPFS
211
First Personal Financial Services
North Carolina
$1.35M -$14.8K -367 -1%
SPC
212
Sigma Planning Corp
Michigan
$1.33M -$196K -4,858 -13%
CS
213
Candriam SCA
Luxembourg
$1.33M +$4.99K +124 +0.4%
Mercer Global Advisors
214
Mercer Global Advisors
Colorado
$1.32M +$11.1K +275 +0.8%
CA
215
Continuum Advisory
Idaho
$1.32M – – –
Envestnet Asset Management
216
Envestnet Asset Management
Illinois
$1.3M +$122K +3,033 +10%
TCA
217
Tortoise Capital Advisors
Kansas
$1.28M -$454K -11,267 -26%
SO
218
STRS Ohio
Ohio
$1.26M -$52.9K -1,315 -4%
KC
219
Kingfisher Capital
North Carolina
$1.26M +$988K +24,547 +367%
PP
220
Paloma Partners
Connecticut
$1.26M +$1.05M +26,010 +496%
UIM
221
USS Investment Management
United Kingdom
$1.25M – – –
ERSOT
222
Employees Retirement System of Texas
Texas
$1.24M – – –
GWCM
223
Godshalk Welsh Capital Management
Pennsylvania
$1.24M +$50.3K +1,250 +4%
DTL
224
Dynamic Technology Lab
Singapore
$1.22M +$1.22M +30,181 New
JWM
225
Jackson Wealth Management
Florida
$1.2M +$115K +2,853 +11%
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