WTRG icon

Essential Utilities
WTRG

Overview Fund Activity

490 hedge funds and large institutions have $3.43B invested in Essential Utilities in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 159 increasing their positions, 150 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
490
Holders Change
+10
Holders Change %
+2.08%
% of All Funds
11.23%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
45
Increased
159
Reduced
150
Closed
32
Calls
$1.19M
Puts
$2.31M
Net Calls
-$1.12M
Net Calls Change
+$771K

Top Buyers

1
Invesco
Invesco
Georgia
$75.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
$638M
3
BlackRock
BlackRock
New York
$577M
4
Goldman Sachs
Goldman Sachs
New York
$21.1M
5
Millennium Management
Millennium Management
New York
$5.47M

Top Sellers

1
GC
Guggenheim Capital
Illinois
$3.17M
2
Renaissance Technologies
Renaissance Technologies
New York
$2.18M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
$178M
4
State Street
State Street
Massachusetts
$321M
5
Morgan Stanley
Morgan Stanley
New York
$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
276
Arcadia Investment Management
Michigan
$375K +$28.1K +800 +8%
BHWM
277
Bar Harbor Wealth Management
New Hampshire
$370K -$56K -1,592 -13%
GLA
278
Good Life Advisors
Pennsylvania
$370K +$14.5K +416 +4%
BF
279
BOK Financial
Oklahoma
$360K +$10.4K +295 +3%
BA
280
Bridgewater Associates
Connecticut
$357K -$235K -6,672 -40%
BCM
281
Blume Capital Management
California
$352K – – –
LIA
282
LS Investment Advisors
Michigan
$352K +$739 +21 +0.2%
Wolverine Trading
283
Wolverine Trading
Illinois
$348K – – –
RMA
284
Roffman Miller Associates
Pennsylvania
$346K -$22.9K -652 -6%
Chevy Chase Trust
285
Chevy Chase Trust
Maryland
$344K – – –
BSW
286
Buckingham Strategic Wealth
Missouri
$344K +$344K +9,776 New
CCFCSB
287
Cape Cod Five Cents Savings Bank
Massachusetts
$337K – – –
KTC
288
Kistler-Tiffany Companies
Pennsylvania
$328K -$1.45M -41,315 -82%
RMDI
289
R.M. Davis Inc
Maine
$326K – – –
Truist Financial
290
Truist Financial
North Carolina
$322K +$7.88K +224 +3%
MUAMU
291
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$320K – – –
Man Group
292
Man Group
United Kingdom
$318K +$318K +9,053 New
FA
293
FCG Advisors
New Jersey
$311K – – –
WAM
294
World Asset Management
Michigan
$310K -$9.87K -281 -3%
O
295
OppenheimerFunds
New York
$310K +$34.5K +980 +13%
HSBC Holdings
296
HSBC Holdings
United Kingdom
$308K +$61.3K +1,745 +25%
CCM
297
Cribstone Capital Management
Maine
$307K – – –
KC
298
Kingfisher Capital
North Carolina
$307K +$1.34K +38 +0.4%
SBH
299
Segall Bryant & Hamill
Illinois
$301K +$301K +8,552 New
LNWWM
300
Laird Norton Wetherby Wealth Management
California
$298K +$2.36K +67 +0.8%
10 11
12
13 14