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Essential Utilities
WTRG

Overview Fund Activity

411 hedge funds and large institutions have $3.06B invested in Essential Utilities in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 147 increasing their positions, 128 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-15
Holders Change %
-3.52%
% of All Funds
10.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
19
Increased
147
Reduced
128
Closed
30
Calls
$1.89M
Puts
$1.39M
Net Calls
+$498K
Net Calls Change
+$1.36M

Top Buyers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$139M
2
Credit Agricole
2
Credit Agricole
France
$19M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$17.8M
4
Deutsche Bank
4
Deutsche Bank
Germany
$39.8M
5
IAMU
5
Impax Asset Management (UK)
United Kingdom
$65.5M

Top Sellers

1
State Street
1
State Street
Massachusetts
$324M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
LM
3
Luminus Management
Texas
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
DP
5
Dearborn Partners
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APFBOT
226
Amica Pension Fund Board of Trustees
Rhode Island
$513K – – –
WTC
227
WhitTier Trust Company
Nevada
$508K – – –
MC
228
Moors & Cabot
Massachusetts
$505K +$334 +10 +0.1%
JWM
229
Jackson Wealth Management
Florida
$505K +$505K +15,005 New
PNC
230
Park National Corp
Ohio
$500K -$52.2K -1,570 -9%
CAN
231
Cetera Advisor Networks
California
$499K +$6.2K +186 +1%
RCM
232
Riverhead Capital Management
Delaware
$499K +$189K +5,677 +61%
AF
233
Aldebaran Financial
$495K – – –
OAM
234
Oxford Asset Management
United Kingdom
$494K -$447K -13,414 -47%
FT
235
Fiduciary Trust
Massachusetts
$489K – – –
RMA
236
Roffman Miller Associates
Pennsylvania
$482K -$11.5K -345 -2%
CCC
237
Chelsea Counsel Company
California
$477K – – –
LIA
238
LS Investment Advisors
Michigan
$473K +$77.3K +2,319 +20%
Teacher Retirement System of Texas
239
Teacher Retirement System of Texas
Texas
$471K +$8.13K +244 +2%
FAAS
240
First Allied Advisory Services
California
$466K +$57.5K +1,746 +14%
ATC
241
Adirondack Trust Company
New York
$462K -$231K -6,950 -33%
Fidelity Investments
242
Fidelity Investments
Massachusetts
$452K +$119K +3,565 +36%
IFWM
243
Institute for Wealth Management
Colorado
$447K +$447K +13,436 New
BP
244
BBR Partners
New York
$445K – – –
SCM
245
Shelton Capital Management
Colorado
$441K – – –
SEI Investments
246
SEI Investments
Pennsylvania
$440K +$46.6K +1,398 +12%
CC
247
Cannell & Co
New York
$439K +$41.7K +1,250 +10%
NA
248
Neuburgh Advisers
California
$435K +$161K +4,840 +59%
Truist Financial
249
Truist Financial
North Carolina
$431K -$121K -3,650 -22%
N
250
Natixis
France
$425K +$182K +5,460 +75%
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