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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 %
CP
251
Coho Partners
Pennsylvania
$505K +$505K +14,761 New
SEI Investments
252
SEI Investments
Pennsylvania
$491K – – –
WF
253
Welch & Forbes
Massachusetts
$485K – – –
JWM
254
Jackson Wealth Management
Florida
$482K +$63.3K +1,909 +15%
MWNA
255
Marshall Wace North America
New York
$478K +$478K +13,980 New
ST
256
Smithfield Trust
Pennsylvania
$469K -$46.9K -1,371 -9%
UCFA
257
United Capital Financial Advisors
Texas
$468K -$20.3K -595 -4%
KLI
258
Kelman-Lazarov Inc
Tennessee
$463K -$14.3K -418 -3%
ATC
259
Adirondack Trust Company
New York
$461K – – –
BP
260
BBR Partners
New York
$457K – – –
6M
261
6 Meridian
Kansas
$455K -$4.68K -137 -1%
FT
262
Fiduciary Trust
Massachusetts
$449K -$9.58K -280 -2%
IFWM
263
Institute for Wealth Management
Colorado
$449K – – –
CAN
264
Cetera Advisor Networks
California
$435K -$16K -469 -4%
Fidelity Investments
265
Fidelity Investments
Massachusetts
$431K -$21.8K -638 -5%
SCM
266
Shelton Capital Management
Colorado
$429K – – –
HF
267
HRT Financial
New York
$429K +$429K +12,558 New
Fidelity International
268
Fidelity International
Bermuda
$427K +$427K +12,500 New
AQA
269
Alpha Quant Advisors
Texas
$427K +$427K +12,500 New
MWP
270
MYCIO Wealth Partners
Pennsylvania
$424K +$98.1K +2,870 +30%
AF
271
Aldebaran Financial
$422K – – –
CSS
272
Cubist Systematic Strategies
Connecticut
$422K +$210K +6,138 +99%
BAM
273
Blueshift Asset Management
New Jersey
$420K +$420K +12,292 New
GLA
274
Good Life Advisors
Pennsylvania
$402K +$38.9K +1,138 +11%
CTC
275
Central Trust Company
Missouri
$398K -$95.7K -2,800 -19%
9 10
11
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