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Essential Utilities
WTRG

Overview Fund Activity

506 hedge funds and large institutions have $3.64B invested in Essential Utilities in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 152 increasing their positions, 153 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+16
Holders Change %
+3.27%
% of All Funds
11.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
51
Increased
152
Reduced
153
Closed
31
Calls
$2.33M
Puts
$718K
Net Calls
+$1.62M
Net Calls Change
+$2.73M

Top Buyers

1
SG Americas Securities
SG Americas Securities
New York
$29.3M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
$199M
3
Vanguard Group
Vanguard Group
Pennsylvania
$679M
4
BlackRock
BlackRock
New York
$612M
5
Goldman Sachs
Goldman Sachs
New York
$28.2M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$46.3M
2
State Street
State Street
Massachusetts
$329M
3
Deutsche Bank
Deutsche Bank
Germany
$15.3M
4
PCM
Penn Capital Management
Pennsylvania
$2.53M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
326
Buckingham Strategic Wealth
Missouri
$247K -$114K -3,094 -32%
PTC
327
Private Trust Company
Ohio
$246K -$5.75K -156 -2%
BHIA
328
Birch Hill Investment Advisors
Massachusetts
$246K – – –
OAM
329
Oppenheimer Asset Management
New York
$245K -$1.99K -54 -0.8%
JIC
330
Johnson Investment Counsel
Ohio
$242K +$74 +2 +0%
PWLP
331
Prio Wealth Limited Partnership
Massachusetts
$239K – – –
ECM
332
EII Capital Management
New York
$239K +$12.7K +383 +6%
UB
333
UMB Bank
Missouri
$236K +$236K +6,392 New
ECM
334
EagleClaw Capital Management
Massachusetts
$235K – – –
CIBC Asset Management
335
CIBC Asset Management
Ontario, Canada
$234K – – –
AB
336
AT Bancorp
Iowa
$233K – – –
MML Investors Services
337
MML Investors Services
Massachusetts
$230K +$230K +6,226 New
CSS
338
Cubist Systematic Strategies
Connecticut
$229K -$192K -5,196 -46%
TMAM
339
Tokio Marine Asset Management
Japan
$229K – – –
D.E. Shaw & Co
340
D.E. Shaw & Co
New York
$228K -$443K -11,990 -66%
Squarepoint
341
Squarepoint
New York
$227K +$227K +6,141 New
SPC
342
Sigma Planning Corp
Michigan
$227K +$227K +6,152 New
H
343
Hexavest
Quebec, Canada
$226K +$45.3K +1,231 +25%
ASN
344
Advisory Services Network
Georgia
$225K -$553 -15 -0.2%
V
345
Veritable
Delaware
$225K +$5.25K +142 +2%
JIC
346
Joel Isaacson & Co
New York
$224K – – –
CCM
347
Cadence Capital Management
Massachusetts
$223K -$38.7K -1,050 -15%
Qube Research & Technologies (QRT)
348
Qube Research & Technologies (QRT)
United Kingdom
$223K +$154K +4,175 +222%
QI
349
QS Investors
New York
$221K – – –
BAM
350
Barrett Asset Management
New York
$221K – – –
12 13
14
15 16