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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.18B 24,885,200 +452,489 +2%
BlackRock
2
BlackRock
New York
$1.11B 23,447,202 +934,948 +4%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$1.02B 21,661,095 – –
State Street
4
State Street
Massachusetts
$504M 10,651,104 +843,159 +9%
KBC Group
5
KBC Group
Belgium
$396M 1,520,932 +515,774 +51%
PAMU
6
Pictet Asset Management (UK)
United Kingdom
$334M 7,052,573 -27,720 -0.4%
Norges Bank
7
Norges Bank
Norway
$206M 4,356,550 +139,300 +3%
Impax Asset Management Group
8
Impax Asset Management Group
United Kingdom
$168M 3,549,391 +210,367 +6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$124M 2,624,043 +112,905 +4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$123M 2,611,497 +57,246 +2%
Northern Trust
11
Northern Trust
Illinois
$120M 2,540,603 +4,577 +0.2%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$119M 2,476,456 +2,382,189 +2,527%
Legal & General Group
13
Legal & General Group
United Kingdom
$116M 2,447,646 -11,912 -0.5%
Invesco
14
Invesco
Georgia
$109M 2,309,171 -222,056 -9%
Morgan Stanley
15
Morgan Stanley
New York
$109M 2,307,492 +84,818 +4%
Jennison Associates
16
Jennison Associates
New York
$104M 2,199,542 -31,282 -1%
NI
17
Nuance Investments
Missouri
$95.6M 2,020,728 +2,459 +0.1%
AAMU
18
Amundi Asset Management US
Massachusetts
$94.4M 1,994,943 -44,577 -2%
Mitsubishi UFJ Trust & Banking
19
Mitsubishi UFJ Trust & Banking
Japan
$94M 1,987,744 +1,720,442 +644%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$91.7M 1,940,141 +861,922 +80%
Franklin Resources
21
Franklin Resources
California
$87.3M 1,845,127 +4,964 +0.3%
Cohen & Steers
22
Cohen & Steers
New York
$85M 1,797,605 +1,797,605 New
First Trust Advisors
23
First Trust Advisors
Illinois
$83.8M 1,771,780 -113,753 -6%
AAMU
24
AEGON Asset Management (UK)
United Kingdom
$70.1M 1,482,635 +1,482,635 New
Fidelity International
25
Fidelity International
Bermuda
$67.8M 1,433,169 +81,810 +6%
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