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Essential Utilities
WTRG

Overview Fund Activity

411 hedge funds and large institutions have $3.06B invested in Essential Utilities in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 147 increasing their positions, 128 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-15
Holders Change %
-3.52%
% of All Funds
10.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
19
Increased
147
Reduced
128
Closed
30
Calls
$1.89M
Puts
$1.39M
Net Calls
+$498K
Net Calls Change
+$1.36M

Top Buyers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$139M
2
Credit Agricole
2
Credit Agricole
France
$19M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$17.8M
4
Deutsche Bank
4
Deutsche Bank
Germany
$39.8M
5
IAMU
5
Impax Asset Management (UK)
United Kingdom
$65.5M

Top Sellers

1
State Street
1
State Street
Massachusetts
$324M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
LM
3
Luminus Management
Texas
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
DP
5
Dearborn Partners
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
276
BOK Financial
Oklahoma
$283K +$4.2K +126 +2%
Fifth Third Bancorp
277
Fifth Third Bancorp
Ohio
$279K -$50.5K -1,517 -15%
MCM
278
Murphy Capital Management
New Jersey
$278K – – –
Franklin Resources
279
Franklin Resources
California
$275K – – –
LNWWM
280
Laird Norton Wetherby Wealth Management
California
$274K +$21.8K +653 +9%
OBWP
281
O'Brien Wealth Partners
Massachusetts
$271K – – –
BRWA
282
B. Riley Wealth Advisors
Florida
$265K +$56.2K +1,688 +27%
FA
283
FCG Advisors
New Jersey
$261K – – –
CG
284
Caprock Group
Idaho
$258K +$998 +30 +0.4%
AIM
285
Arcadia Investment Management
Michigan
$249K -$183K -5,500 -42%
OI
286
Oakbrook Investments
Illinois
$249K -$6K -180 -2%
NAMP
287
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$248K +$25K +750 +11%
DAM
288
Delta Asset Management
Tennessee
$246K – – –
ASN
289
Advisory Services Network
Georgia
$245K +$33 +1 +0%
CB
290
Commerce Bank
Missouri
$244K -$50.9K -1,530 -17%
VFA
291
Voya Financial Advisors
Connecticut
$236K +$10K +300 +4%
SI
292
Stephens Inc
Arkansas
$235K +$235K +7,068 New
LFR
293
Lehman Financial Resources
Pennsylvania
$234K – – –
ADBIC
294
A.D. Beadell Investment Counsel
Wisconsin
$233K – – –
ICOA
295
Investment Centers of America
North Dakota
$233K +$898 +27 +0.4%
WA
296
WFG Advisors
Texas
$229K -$13.6K -410 -6%
FNT
297
First National Trust
Pennsylvania
$229K -$13K -392 -5%
PWLP
298
Prio Wealth Limited Partnership
Massachusetts
$229K -$3.32K -100 -1%
CCMG
299
Clark Capital Management Group
Pennsylvania
$229K – – –
CI
300
Cigna Investments
Connecticut
$226K -$14.4K -433 -6%
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12
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