WTRG icon

Essential Utilities
WTRG

Overview Fund Activity

506 hedge funds and large institutions have $3.64B invested in Essential Utilities in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 152 increasing their positions, 153 reducing their positions, and 31 closing their positions.

Holders
506
Holders Change
+16
Holders Change %
+3.27%
% of All Funds
11.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
51
Increased
152
Reduced
153
Closed
31
Calls
$2.33M
Puts
$718K
Net Calls
+$1.62M
Net Calls Change
+$2.73M

Top Buyers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$81.8M
2
SG Americas Securities
2
SG Americas Securities
New York
$29.3M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$199M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$679M
5
BlackRock
5
BlackRock
New York
$612M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$46.3M
2
State Street
2
State Street
Massachusetts
$329M
3
Deutsche Bank
3
Deutsche Bank
Germany
$15.3M
4
PCM
4
Penn Capital Management
Pennsylvania
$2.53M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$11.2M
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
226
Toth Financial Advisory
Virginia
$621K 16,828 -228 -1%
Citadel Advisors
227
Citadel Advisors
Florida
$615K 16,649 +8,290 +99%
CFN
228
Cordasco Financial Network
Florida
$590K 15,991 -4,065 -20%
OCG
229
Opus Capital Group
Ohio
$582K 15,766 +7,490 +91%
GEA
230
Glen Eagle Advisors
New Jersey
$573K 15,531 +1,562 +11%
MCIM
231
Meadow Creek Investment Management
Georgia
$571K 15,472 +2,160 +16%
WTC
232
WhitTier Trust Company
Nevada
$562K 15,250 – –
ST
233
Smithfield Trust
Pennsylvania
$556K 15,082 – –
WT
234
Whittier Trust
California
$534K 14,470 – –
CTC
235
Central Trust Company
Missouri
$533K 14,440 – –
ARTA
236
A.R.T. Advisors
New York
$531K 14,400 +2,500 +21%
UCFA
237
United Capital Financial Advisors
Texas
$527K 14,288 -3,077 -18%
WF
238
Welch & Forbes
Massachusetts
$524K 14,187 – –
KLI
239
Kelman-Lazarov Inc
Tennessee
$515K 13,968 -8,650 -38%
VIA
240
Vident Investment Advisory
Georgia
$511K 13,846 -4,228 -23%
DTL
241
Dynamic Technology Lab
Singapore
$498K 13,486 +13,486 New
ATC
242
Adirondack Trust Company
New York
$497K 13,480 -100 -0.7%
6M
243
6 Meridian
Kansas
$496K 13,446 +268 +2%
FT
244
Fiduciary Trust
Massachusetts
$495K 13,404 -750 -5%
CA
245
Commerzbank Aktiengesellschaft
Germany
$494K 13,384 – –
BP
246
BBR Partners
New York
$493K 13,371 – –
CAN
247
Cetera Advisor Networks
California
$492K 13,248 +23 +0.2%
SEI Investments
248
SEI Investments
Pennsylvania
$491K 13,302 -12,537 -49%
SFI
249
Susquehanna Fundamental Investments
Pennsylvania
$491K 13,293 +13,293 New
Fidelity Investments
250
Fidelity Investments
Massachusetts
$489K 13,252 -429 -3%
8 9
10
11 12