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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 %
ADBIC
301
A.D. Beadell Investment Counsel
Wisconsin
$232K – – –
LFR
302
Lehman Financial Resources
Pennsylvania
$232K – – –
PWLP
303
Prio Wealth Limited Partnership
Massachusetts
$228K – – –
MWP
304
MYCIO Wealth Partners
Pennsylvania
$228K +$228K +6,866 New
CI
305
Cigna Investments
Connecticut
$226K +$1.49K +45 +0.7%
BHIA
306
Birch Hill Investment Advisors
Massachusetts
$221K – – –
JIC
307
Johnson Investment Counsel
Ohio
$217K +$33 +1 +0%
OCG
308
Opus Capital Group
Ohio
$216K -$5.51K -166 -2%
CIBC Private Wealth Group
309
CIBC Private Wealth Group
Georgia
$213K +$213K +6,431 New
ECM
310
EagleClaw Capital Management
Massachusetts
$211K – – –
O
311
OppenheimerFunds
New York
$211K +$2.16K +65 +1%
OAM
312
Oppenheimer Asset Management
New York
$211K +$211K +6,348 New
VanEck Associates
313
VanEck Associates
New York
$210K -$9.27K -279 -4%
AB
314
AT Bancorp
Iowa
$210K – – –
1SB
315
1ST Source Bank
Indiana
$207K -$99.5K -3,000 -32%
TMAM
316
Tokio Marine Asset Management
Japan
$206K – – –
IA
317
IFP Advisors
Florida
$206K +$49.7K +1,495 +32%
FIM
318
Freedom Investment Management
Connecticut
$206K +$206K +6,197 New
PV
319
Private Vista
Illinois
$205K +$205K +6,185 New
HL
320
HeadInvest LLC
Maine
$203K +$203K +5,725 New
HNB
321
Huntington National Bank
Ohio
$202K +$5.1K +154 +3%
BAM
322
Barrett Asset Management
New York
$202K +$5.8K +175 +3%
QI
323
QS Investors
New York
$199K – – –
PAM
324
Panagora Asset Management
Massachusetts
$182K – – –
H
325
Hexavest
Quebec, Canada
$163K – – –
11 12
13
14 15