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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 %
BSW
326
Buckingham Strategic Wealth
Missouri
$254K +$25.6K +749 +11%
BFEC
327
Benjamin F. Edwards & Company
Missouri
$254K +$63.2K +1,850 +33%
OBGC
328
O'Brien Greene & Co
Pennsylvania
$254K +$254K +7,414 New
ECM
329
ExodusPoint Capital Management
New York
$254K +$254K +7,420 New
DAM
330
Delta Asset Management
Tennessee
$253K -$13.7K -400 -5%
O
331
OppenheimerFunds
New York
$253K -$10.5K -306 -4%
SI
332
Stephens Inc
Arkansas
$248K -$15.4K -451 -6%
ECM
333
EII Capital Management
New York
$247K – – –
QT
334
Quantamental Technologies
New York
$247K +$247K +7,234 New
Fifth Third Bancorp
335
Fifth Third Bancorp
Ohio
$246K +$12.9K +376 +6%
RMDI
336
R.M. Davis Inc
Maine
$239K -$78.4K -2,290 -25%
NAMP
337
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$236K – – –
HNB
338
Huntington National Bank
Ohio
$236K +$42.8K +1,250 +22%
PNC
339
Park National Corp
Ohio
$235K -$24.7K -722 -10%
OAM
340
Oppenheimer Asset Management
New York
$235K +$8.29K +243 +4%
BCCM
341
Bridge Creek Capital Management
Massachusetts
$234K +$234K +6,840 New
SPI
342
Santori & Peters Inc
Pennsylvania
$233K +$233K +6,828 New
PWA
343
Providence Wealth Advisors
Illinois
$232K – – –
AIM
344
Anchor Investment Management
South Carolina
$231K – – –
JCM
345
Jacobi Capital Management
Pennsylvania
$229K +$81.2K +2,375 +55%
BTS
346
BB&T Securities
Virginia
$228K -$190K -5,557 -45%
BHIA
347
Birch Hill Investment Advisors
Massachusetts
$228K – – –
PTC
348
Private Trust Company
Ohio
$228K +$409 +12 +0.2%
Jane Street
349
Jane Street
New York
$226K +$226K +6,611 New
ECM
350
EagleClaw Capital Management
Massachusetts
$222K +$3.78K +110 +2%
12 13
14
15 16