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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 %
MWM
201
Modera Wealth Management
New Jersey
$1.65M +$1.65M +34,822 New
JWM
202
Jackson Wealth Management
Florida
$1.64M +$224K +4,730 +16%
GT
203
Glenmede Trust
Pennsylvania
$1.63M -$18.4K -390 -1%
HW
204
Hancock Whitney
Mississippi
$1.6M -$36.3K -767 -2%
NA
205
NewEdge Advisors
Louisiana
$1.6M -$173K -3,650 -10%
MAM
206
Martingale Asset Management
Massachusetts
$1.6M +$189 +4 +0%
KC
207
Kingfisher Capital
North Carolina
$1.6M +$119K +2,522 +8%
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$1.55M -$1.56K -33 -0.1%
FAB
209
First American Bank
Illinois
$1.55M +$1.55M +32,816 New
WSFS
210
Wilmington Savings Fund Society
Delaware
$1.55M -$50.1K -1,060 -3%
CA
211
Continuum Advisory
Idaho
$1.53M – – –
SPC
212
Sigma Planning Corp
Michigan
$1.51M -$53.8K -1,138 -3%
TAM
213
Trillium Asset Management
Massachusetts
$1.47M +$68.3K +1,443 +5%
UIM
214
USS Investment Management
United Kingdom
$1.47M – – –
VanEck Associates
215
VanEck Associates
New York
$1.46M +$320K +6,757 +28%
ERSOT
216
Employees Retirement System of Texas
Texas
$1.46M – – –
GWCM
217
Godshalk Welsh Capital Management
Pennsylvania
$1.46M -$568 -12 -0%
AB
218
Amalgamated Bank
New York
$1.41M +$3.64K +77 +0.3%
VIA
219
Vident Investment Advisory
Georgia
$1.4M +$247K +5,229 +21%
CSS
220
Cubist Systematic Strategies
Connecticut
$1.38M -$4.68M -98,930 -77%
S
221
Seeyond
France
$1.31M -$7.42K -157 -0.6%
DI
222
DFPG Investments
Utah
$1.28M +$122K +2,506 +11%
H
223
HoyleCohen
California
$1.28M – – –
CIC
224
Carnegie Investment Counsel
Ohio
$1.24M -$10.2K -215 -0.8%
Janus Henderson Group
225
Janus Henderson Group
United Kingdom
$1.24M +$284K +6,003 +30%
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