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Essential Utilities
WTRG

Overview Fund Activity

422 hedge funds and large institutions have $3.1B invested in Essential Utilities in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 149 increasing their positions, 98 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+11
Holders Change %
+2.68%
% of All Funds
10.54%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
36
Increased
149
Reduced
98
Closed
21
Calls
$1.71M
Puts
$418K
Net Calls
+$1.29M
Net Calls Change
+$794K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$8.53M
2
State Street
State Street
Massachusetts
+$6.94M
3
WG
Winton Group
United Kingdom
+$6.92M
4
BlackRock
BlackRock
New York
+$6.91M
5
Norges Bank
Norges Bank
Norway
+$6.67M

Top Sellers

1
WAM
Water Asset Management
New York
-$15M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$13.2M
3
Asset Management One
Asset Management One
Japan
-$12.4M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$5.16M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$3.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTC
226
Farmers Trust Company
Ohio
$555K +$22.4K +675 +4%
RCM
227
Riverhead Capital Management
Delaware
$546K +$48.9K +1,473 +10%
SEI Investments
228
SEI Investments
Pennsylvania
$541K +$102K +3,074 +23%
FMT
229
First Mercantile Trust
Tennessee
$520K -$3.12K -94 -0.6%
APFBOT
230
Amica Pension Fund Board of Trustees
Rhode Island
$511K – – –
WTC
231
WhitTier Trust Company
Nevada
$506K – – –
MC
232
Moors & Cabot
Massachusetts
$504K +$366 +11 +0.1%
CAN
233
Cetera Advisor Networks
California
$497K +$1.23K +37 +0.2%
AF
234
Aldebaran Financial
$493K – – –
Teacher Retirement System of Texas
235
Teacher Retirement System of Texas
Texas
$486K +$16.2K +489 +3%
FT
236
Fiduciary Trust
Massachusetts
$481K -$6.64K -200 -1%
NA
237
Neuburgh Advisers
California
$480K +$46K +1,386 +11%
CCC
238
Chelsea Counsel Company
California
$476K – – –
FAAS
239
First Allied Advisory Services
California
$468K +$2.44K +74 +0.5%
RMA
240
Roffman Miller Associates
Pennsylvania
$466K -$14.1K -425 -3%
Fidelity Investments
241
Fidelity Investments
Massachusetts
$462K +$11.6K +350 +3%
ATC
242
Adirondack Trust Company
New York
$461K – – –
LIA
243
LS Investment Advisors
Michigan
$451K -$19.8K -596 -4%
IFWM
244
Institute for Wealth Management
Colorado
$446K – – –
BP
245
BBR Partners
New York
$444K – – –
PNC
246
Park National Corp
Ohio
$443K -$54.9K -1,657 -11%
SCM
247
Shelton Capital Management
Colorado
$440K – – –
Citigroup
248
Citigroup
New York
$439K +$35.5K +1,068 +9%
CC
249
Cannell & Co
New York
$437K – – –
UCFA
250
United Capital Financial Advisors
Texas
$420K +$22.2K +669 +6%
8 9
10
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