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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 %
OAM
326
Oppenheimer Asset Management
New York
$236K -$90.5K -2,568 -28%
BHIA
327
Birch Hill Investment Advisors
Massachusetts
$235K – – –
JIC
328
Johnson Investment Counsel
Ohio
$230K +$70 +2 +0%
PWLP
329
Prio Wealth Limited Partnership
Massachusetts
$228K – – –
ASN
330
Advisory Services Network
Georgia
$227K -$4.45K -120 -2%
PP
331
Paloma Partners
Connecticut
$224K -$1.57M -44,730 -88%
ECM
332
EagleClaw Capital Management
Massachusetts
$223K – – –
CIBC Asset Management
333
CIBC Asset Management
Ontario, Canada
$223K +$12.3K +350 +6%
AB
334
AT Bancorp
Iowa
$222K – – –
OC
335
Oppenheimer & Co
New York
$222K +$222K +6,302 New
BRWA
336
B. Riley Wealth Advisors
Florida
$218K -$38.1K -1,079 -15%
TMAM
337
Tokio Marine Asset Management
Japan
$218K – – –
Jane Street
338
Jane Street
New York
$215K +$215K +6,121 New
JIC
339
Joel Isaacson & Co
New York
$214K +$214K +6,083 New
GAM
340
Gotham Asset Management
New York
$213K +$213K +6,042 New
HNB
341
Huntington National Bank
Ohio
$212K -$16.9K -480 -7%
QI
342
QS Investors
New York
$211K – – –
BAM
343
Barrett Asset Management
New York
$211K – – –
PV
344
Private Vista
Illinois
$209K -$10.6K -303 -5%
CRIG
345
Charter Research & Investment Group
Connecticut
$209K – – –
SCA
346
Stillwater Capital Advisors
Pennsylvania
$209K +$70 +2 +0%
V
347
Veritable
Delaware
$209K +$209K +5,947 New
BCM
348
Brookstone Capital Management
Illinois
$205K -$87.3K -2,487 -30%
BFEC
349
Benjamin F. Edwards & Company
Missouri
$204K – – –
CIBC Private Wealth Group
350
CIBC Private Wealth Group
Georgia
$202K +$3.56K +101 +2%
12 13
14
15 16