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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 %
RAG
251
Roof Advisory Group
Pennsylvania
$477K 12,922 – –
IFWM
252
Institute for Wealth Management
Colorado
$474K 13,140 – –
JWM
253
Jackson Wealth Management
Florida
$466K 12,620 +664 +6%
SCM
254
Shelton Capital Management
Colorado
$464K 12,562 – –
HSBC Holdings
255
HSBC Holdings
United Kingdom
$460K 12,467 +3,698 +42%
AF
256
Aldebaran Financial
$456K 12,355 -2,500 -17%
BTS
257
BB&T Securities
Virginia
$451K 12,227 +5,162 +73%
Axa
258
Axa
France
$450K 12,200 – –
FAAS
259
First Allied Advisory Services
California
$444K 12,015 +887 +8%
RHBC
260
R.H. Bluestein & Co
Michigan
$443K 12,000 – –
PCAP
261
Pratt Collard Advisory Partners
New York
$439K 11,887 -100 -0.8%
BC
262
Brinker Capital
Pennsylvania
$434K 11,764 -4,472 -28%
Two Sigma Investments
263
Two Sigma Investments
New York
$434K 11,755 +11,755 New
FIM
264
Freedom Investment Management
Connecticut
$422K 11,229 +206 +2%
MC
265
Moors & Cabot
Massachusetts
$417K 11,352 – –
OI
266
Oakbrook Investments
Illinois
$410K 11,123 +2,900 +35%
Verition Fund Management
267
Verition Fund Management
Connecticut
$410K 11,105 +11,105 New
IG
268
ING Group
Netherlands
$406K 10,998 -51 -0.5%
FRM
269
Fox Run Management
Connecticut
$398K 10,790 +10,790 New
GLA
270
Good Life Advisors
Pennsylvania
$393K 10,611 +6 +0.1%
CIC
271
Carnegie Investment Counsel
Ohio
$392K 11,883 -9,800 -45%
FCBT
272
First Citizens Bank & Trust
North Carolina
$391K 10,599 -202 -2%
BHWM
273
Bar Harbor Wealth Management
New Hampshire
$386K 10,460 -50 -0.5%
AIM
274
Arcadia Investment Management
Michigan
$375K 10,175 -495 -5%
Janus Henderson Group
275
Janus Henderson Group
United Kingdom
$373K 10,100 -2,000 -17%
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