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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 %
DIA
276
Denver Investment Advisors
Colorado
$293K -$18.2K -549 -6%
AZA
277
Arthur Zaske & Associates
Michigan
$293K – – –
BF
278
BOK Financial
Oklahoma
$292K +$10.4K +314 +4%
MCM
279
Murphy Capital Management
New Jersey
$290K +$13.2K +400 +5%
CCM
280
Cribstone Capital Management
Maine
$289K – – –
LNWWM
281
Laird Norton Wetherby Wealth Management
California
$282K +$8.74K +263 +3%
CSS
282
Cubist Systematic Strategies
Connecticut
$279K +$279K +8,403 New
OBWP
283
O'Brien Wealth Partners
Massachusetts
$270K – – –
BRWA
284
B. Riley Wealth Advisors
Florida
$265K +$67 +2 +0%
Chevy Chase Trust
285
Chevy Chase Trust
Maryland
$264K +$41.5K +1,250 +19%
CCMG
286
Clark Capital Management Group
Pennsylvania
$261K +$33.1K +1,000 +15%
FA
287
FCG Advisors
New Jersey
$260K – – –
CG
288
Caprock Group
Idaho
$259K +$1.76K +53 +0.7%
ICOA
289
Investment Centers of America
North Dakota
$258K +$24.9K +750 +11%
Fifth Third Bancorp
290
Fifth Third Bancorp
Ohio
$256K -$22K -662 -8%
OI
291
Oakbrook Investments
Illinois
$251K +$3.31K +100 +1%
CB
292
Commerce Bank
Missouri
$250K +$6.76K +204 +3%
AIM
293
Arcadia Investment Management
Michigan
$248K – – –
NAMP
294
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$247K – – –
DAM
295
Delta Asset Management
Tennessee
$246K – – –
NFG
296
Next Financial Group
Texas
$246K +$19.7K +564 +9%
CHA
297
Cedar Hill Associates
Illinois
$241K +$241K +7,252 New
ASN
298
Advisory Services Network
Georgia
$236K -$8.3K -250 -3%
SI
299
Stephens Inc
Arkansas
$235K – – –
VFA
300
Voya Financial Advisors
Connecticut
$235K – – –
10 11
12
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