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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 %
RHBC
251
R.H. Bluestein & Co
Michigan
$415K – – –
FNT
252
First National Trust
Pennsylvania
$414K +$185K +5,577 +81%
BHWM
253
Bar Harbor Wealth Management
New Hampshire
$412K -$199 -6 -0%
GEA
254
Glen Eagle Advisors
New Jersey
$410K +$316K +9,533 +337%
CO
255
Caldwell & Orkin
Georgia
$408K -$401K -12,100 -50%
N
256
Natixis
France
$389K -$34.5K -1,038 -8%
WAM
257
World Asset Management
Michigan
$381K +$6.54K +197 +2%
TF
258
TIAA FSB
Florida
$373K +$373K +11,242 New
AT
259
Arden Trust
Delaware
$360K – – –
MCIM
260
Meadow Creek Investment Management
Georgia
$349K +$33.5K +1,008 +11%
JFG
261
Jefferies Financial Group
New York
$348K +$348K +10,477 New
GLA
262
Good Life Advisors
Pennsylvania
$344K +$15.5K +457 +5%
CA
263
Commerzbank Aktiengesellschaft
Germany
$340K – – –
BCM
264
Blume Capital Management
California
$338K – – –
CTC
265
Central Trust Company
Missouri
$336K – – –
CCFCSB
266
Cape Cod Five Cents Savings Bank
Massachusetts
$318K – – –
VIA
267
Vident Investment Advisory
Georgia
$315K +$315K +9,473 New
Truist Financial
268
Truist Financial
North Carolina
$314K -$116K -3,501 -27%
RMDI
269
R.M. Davis Inc
Maine
$308K – – –
ACM
270
Azimuth Capital Management
Michigan
$303K -$6.64K -200 -2%
BSW
271
Buckingham Strategic Wealth
Missouri
$303K +$1.79K +54 +0.6%
SPIA
272
Steward Partners Investment Advisory
New York
$302K -$7.15K -216 -2%
CCM
273
Cadence Capital Management
Massachusetts
$299K +$75.2K +2,264 +34%
TNB
274
Thomasville National Bank
Georgia
$298K -$8.3K -250 -3%
KC
275
Kingfisher Capital
North Carolina
$296K -$23.1K -695 -7%
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