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Essential Utilities
WTRG

Overview Fund Activity

411 hedge funds and large institutions have $3.06B invested in Essential Utilities in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 147 increasing their positions, 128 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-15
Holders Change %
-3.52%
% of All Funds
10.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
19
Increased
147
Reduced
128
Closed
30
Calls
$1.89M
Puts
$1.39M
Net Calls
+$498K
Net Calls Change
+$1.36M

Top Buyers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
$139M
2
Credit Agricole
Credit Agricole
France
$19M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$17.8M
4
Deutsche Bank
Deutsche Bank
Germany
$39.8M
5
IAMU
Impax Asset Management (UK)
United Kingdom
$65.5M

Top Sellers

1
State Street
State Street
Massachusetts
$324M
2
Renaissance Technologies
Renaissance Technologies
New York
$0
3
LM
Luminus Management
Texas
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
DP
Dearborn Partners
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APSP
326
Asset Planning Services (Pennsylvania)
Pennsylvania
$121K – – –
AIM
327
Anchor Investment Management
South Carolina
$107K -$3.33K -100 -3%
PFSC
328
Peoples Financial Services Corp
Pennsylvania
$106K – – –
GEA
329
Glen Eagle Advisors
New Jersey
$94.3K – – –
HDIM
330
Hanson & Doremus Investment Management
Vermont
$94K – – –
HI
331
Hudock Inc
Pennsylvania
$89K – – –
LWCFA
332
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$78K – – –
ARMT
333
Amica Retiree Medical Trust
Rhode Island
$78K – – –
CB
334
Community Bank
New York
$77K – – –
JCM
335
Jacobi Capital Management
Pennsylvania
$74K +$43K +1,320 +139%
BBHC
336
Brown Brothers Harriman & Co
New York
$71K +$55.5K +1,670 +357%
FPFS
337
First Personal Financial Services
North Carolina
$69K – – –
SIC
338
Salem Investment Counselors
North Carolina
$67K – – –
WAM
339
Wealthspire Advisors (Maryland)
Maryland
$63K +$51.7K +1,552 +459%
NCM
340
New Capital Management
Texas
$58K – – –
TRCT
341
Tower Research Capital (TRC)
New York
$57K +$52.7K +1,587 +1,211%
ACM
342
Armbruster Capital Management
New York
$53K – – –
WB
343
Webster Bank
Connecticut
$52K – – –
BAM
344
Bruderman Asset Management
New York
$51K +$51K +1,522 New
EWM
345
Endurance Wealth Management
Rhode Island
$50K – – –
TCOV
346
Trust Company of Vermont
Vermont
$50K – – –
EMG
347
ETF Managers Group
New Jersey
$50K +$50K +1,511 New
YWP
348
YorkBridge Wealth Partners
New York
$49K – – –
DSC
349
Duncker Streett & Co
Missouri
$47K +$100 +3 +0.2%
PCP
350
Proficio Capital Partners
Massachusetts
$46K – – –
12 13
14
15 16