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Essential Utilities
WTRG

Overview Fund Activity

520 hedge funds and large institutions have $3.22B invested in Essential Utilities in 2018 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 165 increasing their positions, 143 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+14
Holders Change %
+2.77%
% of All Funds
11.6%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
89
Increased
165
Reduced
143
Closed
70
Calls
$995K
Puts
$1.5M
Net Calls
-$508K
Net Calls Change
-$2.12M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$650M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$92.1M
3
BlackRock
BlackRock
New York
$582M
4
Prudential Financial
Prudential Financial
New Jersey
$17.9M
5
CC
Carlson Capital
Texas
$11.7M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$25.8M
2
WG
Winton Group
United Kingdom
$0
3
KCM
Kennedy Capital Management
Missouri
$0
4
Goldman Sachs
Goldman Sachs
New York
$15.4M
5
NIMI
Natixis Investment Managers International
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
301
Mackenzie Financial
Ontario, Canada
$323K +$323K +9,444 New
KTC
302
Kistler-Tiffany Companies
Pennsylvania
$319K – – –
TW
303
TrinityPoint Wealth
Connecticut
$315K +$315K +9,205 New
AIM
304
Arcadia Investment Management
Michigan
$308K -$40.2K -1,175 -12%
GVAG
305
Great Valley Advisor Group
Delaware
$308K +$308K +9,008 New
Truist Financial
306
Truist Financial
North Carolina
$307K +$18.4K +539 +6%
HSA
307
HBK Sorce Advisory
Pennsylvania
$303K +$21.7K +635 +8%
KC
308
Kingfisher Capital
North Carolina
$301K +$1.4K +41 +0.5%
CCM
309
Cribstone Capital Management
Maine
$298K – – –
FMT
310
First Mercantile Trust
Tennessee
$297K -$38K -1,109 -11%
HFS
311
HL Financial Services
Kentucky
$295K +$40.7K +1,191 +16%
SBH
312
Segall Bryant & Hamill
Illinois
$292K – – –
ACA
313
Aptus Capital Advisors
Alabama
$292K +$292K +8,560 New
LNWWM
314
Laird Norton Wetherby Wealth Management
California
$288K +$615 +18 +0.2%
FA
315
FCG Advisors
New Jersey
$286K -$34.1K -997 -11%
WAM
316
World Asset Management
Michigan
$285K -$19.6K -574 -6%
GP
317
Girard Partners
Pennsylvania
$282K -$21.5K -632 -7%
MA
318
Montag & Associates
Georgia
$279K -$36.8K -1,076 -12%
GJIC
319
Gamble Jones Investment Counsel
California
$279K – – –
BCM
320
Becker Capital Management
Oregon
$278K – – –
OBWP
321
O'Brien Wealth Partners
Massachusetts
$276K – – –
WSCM
322
Wellington Shields Capital Management
New York
$271K – – –
JIC
323
Johnson Investment Counsel
Ohio
$267K +$42.8K +1,252 +19%
LDFR
324
Lehman & Derafelo Financial Resources
Pennsylvania
$261K +$261K +7,620 New
SWM
325
SeaCrest Wealth Management
New York
$254K -$1.57K -46 -0.6%
11 12
13
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