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Essential Utilities
WTRG

Overview Fund Activity

544 hedge funds and large institutions have $6.21B invested in Essential Utilities in 2019 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 218 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
11.83%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
68
Increased
218
Reduced
117
Closed
50
Calls
$3.76M
Puts
$3.74M
Net Calls
+$17K
Net Calls Change
+$17.8M

Top Buyers

1
ZP
Zimmer Partners
New York
$464M
2
Vanguard Group
Vanguard Group
Pennsylvania
$943M
3
BlackRock
BlackRock
New York
$845M
4
BC
Brookfield Corp
Ontario, Canada
$107M
5
Jennison Associates
Jennison Associates
New York
$99.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$40.4M
2
Two Sigma Investments
Two Sigma Investments
New York
$0
3
Prudential Financial
Prudential Financial
New Jersey
$6.14M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$101M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
276
MYCIO Wealth Partners
Pennsylvania
$585K +$25.3K +613 +5%
MC
277
Moors & Cabot
Massachusetts
$576K +$121K +2,925 +27%
CBOA
278
Commonwealth Bank of Australia
Australia
$570K +$178K +4,300 +45%
ST
279
Smithfield Trust
Pennsylvania
$567K – – –
CAM
280
Costello Asset Management
Pennsylvania
$565K +$289 +7 +0.1%
BP
281
BBR Partners
New York
$553K – – –
MCM
282
Murphy Capital Management
New Jersey
$552K -$252K -6,088 -31%
AF
283
Aldebaran Financial
$511K – – –
IA
284
IndexIQ Advisors
New York
$509K -$250K -6,035 -33%
ATC
285
Adirondack Trust Company
New York
$505K – – –
IFWM
286
Institute for Wealth Management
Colorado
$502K -$41.4K -1,000 -8%
BF
287
BOK Financial
Oklahoma
$501K +$74K +1,789 +17%
HFA
288
Hoover Financial Advisors
Pennsylvania
$500K -$81.8K -1,976 -14%
SCM
289
Shelton Capital Management
Colorado
$500K +$481K +11,628 +2,539%
GP
290
Girard Partners
Pennsylvania
$499K -$2.65K -64 -0.5%
CTC
291
Central Trust Company
Missouri
$498K +$18.5K +450 +4%
OI
292
Oakbrook Investments
Illinois
$495K +$95.1K +2,300 +24%
CP
293
Coho Partners
Pennsylvania
$487K – – –
GLA
294
Good Life Advisors
Pennsylvania
$481K +$2.05K +50 +0.4%
CA
295
Commerzbank Aktiengesellschaft
Germany
$471K -$455 -11 -0.1%
PCAP
296
Pratt Collard Advisory Partners
New York
$467K -$8.28K -200 -2%
BIA
297
Bigelow Investment Advisors
Maine
$455K -$89K -2,150 -16%
FWIA
298
Fort Washington Investment Advisors
Ohio
$455K -$5.17K -125 -1%
FT
299
Fiduciary Trust
Massachusetts
$449K -$52.5K -1,270 -10%
GVAG
300
Great Valley Advisor Group
Delaware
$446K +$74.1K +1,794 +20%
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