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Essential Utilities
WTRG

Overview Fund Activity

520 hedge funds and large institutions have $3.22B invested in Essential Utilities in 2018 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 165 increasing their positions, 143 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+14
Holders Change %
+2.77%
% of All Funds
11.6%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
89
Increased
165
Reduced
143
Closed
70
Calls
$995K
Puts
$1.5M
Net Calls
-$508K
Net Calls Change
-$2.12M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$650M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$92.1M
3
BlackRock
BlackRock
New York
$582M
4
Prudential Financial
Prudential Financial
New Jersey
$17.9M
5
CC
Carlson Capital
Texas
$11.7M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$25.8M
2
WG
Winton Group
United Kingdom
$0
3
KCM
Kennedy Capital Management
Missouri
$0
4
Goldman Sachs
Goldman Sachs
New York
$15.4M
5
NIMI
Natixis Investment Managers International
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
226
Securian Asset Management
Minnesota
$741K -$3.42K -100 -0.5%
TBA
227
Tower Bridge Advisors
Pennsylvania
$733K – – –
DADC
228
D.A. Davidson & Co
Montana
$727K -$6.81K -199 -0.9%
SPIA
229
Steward Partners Investment Advisory
New York
$719K +$18.1K +528 +3%
Mitsubishi UFJ Trust & Banking
230
Mitsubishi UFJ Trust & Banking
Japan
$711K -$9.3K -272 -1%
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$686K +$68 +2 +0%
IA
232
IndexIQ Advisors
New York
$678K -$149K -4,357 -18%
SB
233
Suntrust Banks
Georgia
$666K +$22K +644 +3%
MSS
234
Mitchell Sinkler & Starr
Pennsylvania
$649K -$29.9K -875 -4%
SDIC
235
South Dakota Investment Council
South Dakota
$646K – – –
CAM
236
Costello Asset Management
Pennsylvania
$638K +$638K +18,662 New
TD Asset Management
237
TD Asset Management
Ontario, Canada
$633K -$167K -4,900 -21%
CGH
238
Crossmark Global Holdings
Texas
$622K -$35.8K -1,047 -5%
OCG
239
Opus Capital Group
Ohio
$604K +$65.3K +1,910 +12%
Citigroup
240
Citigroup
New York
$593K -$101K -2,967 -15%
MCIM
241
Meadow Creek Investment Management
Georgia
$589K +$60.2K +1,760 +11%
BIA
242
Bigelow Investment Advisors
Maine
$586K – – –
CC
243
Cipher Capital
New York
$582K +$582K +17,009 New
GEA
244
Glen Eagle Advisors
New Jersey
$579K +$47.8K +1,398 +9%
TFA
245
Toth Financial Advisory
Virginia
$565K -$9.98K -292 -2%
Two Sigma Advisers
246
Two Sigma Advisers
New York
$549K +$549K +16,068 New
CFN
247
Cordasco Financial Network
Florida
$547K +$34 +1 +0%
HFA
248
Hoover Financial Advisors
Pennsylvania
$533K +$533K +15,578 New
SPC
249
Sigma Planning Corp
Michigan
$524K +$314K +9,178 +149%
WTC
250
WhitTier Trust Company
Nevada
$522K – – –
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