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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.

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
1
KBC Group
Belgium
$40.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$43.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$89.5M
4
AAMU
4
Amundi Asset Management US
Massachusetts
$82.1M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$26.4M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$983M
2
BlackRock
2
BlackRock
New York
$906M
3
Axa
3
Axa
France
$3.14M
4
RA
4
Royce & Associates
New York
$2.89M
5
Zurich Cantonal Bank
5
Zurich Cantonal Bank
Switzerland
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$983M 24,432,711 -1,083,187 -4%
BlackRock
2
BlackRock
New York
$906M 22,512,254 -408,886 -2%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$872M 21,661,095 – –
State Street
4
State Street
Massachusetts
$395M 9,807,945 -22,670 -0.2%
ZP
5
Zimmer Partners
New York
$343M 8,529,478 – –
PAMU
6
Pictet Asset Management (UK)
United Kingdom
$285M 7,080,293 +239,468 +4%
Norges Bank
7
Norges Bank
Norway
$170M 4,217,250 +336,026 +9%
Impax Asset Management Group
8
Impax Asset Management Group
United Kingdom
$134M 3,339,024 +391,479 +13%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$103M 2,554,251 -132,243 -5%
Northern Trust
10
Northern Trust
Illinois
$102M 2,536,026 -21,091 -0.8%
Invesco
11
Invesco
Georgia
$102M 2,531,227 +271,610 +12%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$101M 2,511,138 -74,866 -3%
Legal & General Group
13
Legal & General Group
United Kingdom
$99M 2,459,558 +127,226 +5%
Jennison Associates
14
Jennison Associates
New York
$89.8M 2,230,824 -16,040 -0.7%
Morgan Stanley
15
Morgan Stanley
New York
$89.5M 2,222,674 +626,315 +39%
AAMU
16
Amundi Asset Management US
Massachusetts
$82.1M 2,039,520 +492,330 +32%
NI
17
Nuance Investments
Missouri
$81.2M 2,018,269 +171,006 +9%
First Trust Advisors
18
First Trust Advisors
Illinois
$75.9M 1,885,533 +228,223 +14%
Franklin Resources
19
Franklin Resources
California
$74.1M 1,840,163 +2,636 +0.1%
Fidelity International
20
Fidelity International
Bermuda
$54.4M 1,351,359 +146,798 +12%
DPIM
21
Duff & Phelps Investment Management
Illinois
$49.3M 1,225,851 +241,435 +25%
Charles Schwab
22
Charles Schwab
California
$47.4M 1,176,777 -62,102 -5%
Principal Financial Group
23
Principal Financial Group
Iowa
$45.3M 1,126,368 +71,730 +7%
CIA
24
ClearBridge Investments (Australia)
Australia
$44.2M 1,098,246 -28,715 -3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$43.4M 1,078,219 +864,406 +404%
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