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Essential Utilities
WTRG

Overview Fund Activity

426 hedge funds and large institutions have $2.92B invested in Essential Utilities in 2017 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 136 increasing their positions, 137 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-6
Holders Change %
-1.39%
% of All Funds
10.62%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
44
Increased
136
Reduced
137
Closed
41
Calls
$1.16M
Puts
$2.02M
Net Calls
-$858K
Net Calls Change
-$234K

Top Buyers

1
BlackRock
BlackRock
New York
+$473M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$35.2M
3
State Street
State Street
Massachusetts
+$15.5M
4
IAMU
Impax Asset Management (UK)
United Kingdom
+$11.2M
5
Asset Management One
Asset Management One
Japan
+$11M

Top Sellers

1
Credit Agricole
Credit Agricole
France
-$17.3M
2
Renaissance Technologies
Renaissance Technologies
New York
-$14.9M
3
Invesco
Invesco
Georgia
-$13.6M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$10.5M
5
Capital World Investors
Capital World Investors
California
-$8.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
1SB
276
1ST Source Bank
Indiana
$297K – – –
VanEck Associates
277
VanEck Associates
New York
$297K +$34.1K +1,060 +13%
IA
278
IndexIQ Advisors
New York
$291K -$1.46M -45,249 -83%
CB
279
Commerce Bank
Missouri
$285K +$15.7K +487 +6%
DIA
280
Denver Investment Advisors
Colorado
$284K – – –
BSW
281
Buckingham Strategic Wealth
Missouri
$284K +$284K +8,830 New
SPIA
282
Steward Partners Investment Advisory
New York
$284K +$284K +8,850 New
CCM
283
Cribstone Capital Management
Maine
$282K – – –
AZA
284
Arthur Zaske & Associates
Michigan
$277K – – –
MCM
285
Murphy Capital Management
New Jersey
$268K -$59.3K -1,850 -18%
BF
286
BOK Financial
Oklahoma
$268K +$32.5K +1,013 +14%
Franklin Resources
287
Franklin Resources
California
$265K -$25.2K -785 -9%
NA
288
Neuburgh Advisers
California
$264K -$19.8K -616 -7%
OBWP
289
O'Brien Wealth Partners
Massachusetts
$262K – – –
PL
290
Parkwood LLC
Ohio
$260K -$27.8K -865 -10%
BFM
291
Boothbay Fund Management
New York
$254K +$254K +7,916 New
FA
292
FCG Advisors
New Jersey
$252K – – –
CG
293
Caprock Group
Idaho
$248K +$6.23K +194 +3%
OI
294
Oakbrook Investments
Illinois
$246K -$46.6K -1,450 -16%
LNWWM
295
Laird Norton Wetherby Wealth Management
California
$244K +$2.26K +70 +0.9%
GA
296
Geneva Advisors
Illinois
$242K +$242K +7,532 New
CCM
297
Cadence Capital Management
Massachusetts
$241K -$166K -5,178 -41%
DAM
298
Delta Asset Management
Tennessee
$238K – – –
ASN
299
Advisory Services Network
Georgia
$236K +$236K +7,355 New
WA
300
WFG Advisors
Texas
$234K -$39.3K -1,223 -14%
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