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Essential Utilities
WTRG

Overview Fund Activity

544 hedge funds and large institutions have $6.21B invested in Essential Utilities in 2019 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 218 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
11.83%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
68
Increased
218
Reduced
117
Closed
50
Calls
$3.76M
Puts
$3.74M
Net Calls
+$17K
Net Calls Change
+$17.8M

Top Buyers

1
ZP
Zimmer Partners
New York
$464M
2
Vanguard Group
Vanguard Group
Pennsylvania
$943M
3
BlackRock
BlackRock
New York
$845M
4
BC
Brookfield Corp
Ontario, Canada
$107M
5
Jennison Associates
Jennison Associates
New York
$99.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$40.4M
2
Two Sigma Investments
Two Sigma Investments
New York
$0
3
Prudential Financial
Prudential Financial
New Jersey
$6.14M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$101M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LDFR
326
Lehman & Derafelo Financial Resources
Pennsylvania
$359K +$41.6K +1,000 +13%
LNWWM
327
Laird Norton Wetherby Wealth Management
California
$357K +$5.92K +143 +2%
AF
328
Affiance Financial
Minnesota
$351K +$351K +8,485 New
CB
329
Community Bank
New York
$343K -$8.26K -200 -2%
BCCM
330
Bridge Creek Capital Management
Massachusetts
$343K +$3.11K +75 +0.9%
OBWP
331
O'Brien Wealth Partners
Massachusetts
$339K – – –
GJIC
332
Gamble Jones Investment Counsel
California
$338K – – –
SI
333
Stephens Inc
Arkansas
$336K +$580 +14 +0.2%
Man Group
334
Man Group
United Kingdom
$330K -$5.3K -128 -2%
WSCM
335
Wellington Shields Capital Management
New York
$327K – – –
AIM
336
Anchor Investment Management
South Carolina
$322K – – –
FA
337
FCG Advisors
New Jersey
$319K -$27.4K -663 -8%
MA
338
Montag & Associates
Georgia
$315K – – –
OAM
339
Oppenheimer Asset Management
New York
$314K +$51.1K +1,234 +19%
KTC
340
Kistler-Tiffany Companies
Pennsylvania
$312K -$73.1K -1,769 -19%
JIC
341
Johnson Investment Counsel
Ohio
$309K +$37.5K +908 +14%
KA
342
Kovack Advisors
Florida
$308K +$308K +7,437 New
BSW
343
Buckingham Strategic Wealth
Missouri
$307K +$455 +11 +0.1%
GCA
344
Greenwood Capital Associates
South Carolina
$306K -$1.86K -45 -0.6%
DAM
345
Delta Asset Management
Tennessee
$306K – – –
OC
346
Oppenheimer & Co
New York
$306K +$38.7K +935 +14%
ASN
347
Advisory Services Network
Georgia
$301K +$29.2K +705 +11%
Qube Research & Technologies (QRT)
348
Qube Research & Technologies (QRT)
United Kingdom
$297K +$297K +7,188 New
CB
349
Commerce Bank
Missouri
$293K +$30.5K +738 +12%
SWM
350
SeaCrest Wealth Management
New York
$290K -$20.7K -500 -7%
12 13
14
15 16