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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 %
AF
351
Allworth Financial
California
$42K – – –
BWM
352
Baystate Wealth Management
Massachusetts
$41K – – –
MMG
353
Monetary Management Group
Missouri
$37K – – –
AF
354
Arrow Financial
New York
$36K – – –
CFA
355
Carroll Financial Associates
North Carolina
$36K +$65 +2 +0.2%
GI
356
Gradient Investments
Minnesota
$35K – – –
PG
357
Patten Group
Tennessee
$34K – – –
LWA
358
Lenox Wealth Advisors
New York
$34K +$202 +6 +0.6%
BTIS
359
BB&T Investment Services
North Carolina
$33K -$196K -5,951 -86%
VIA
360
Vantage Investment Advisors
Pennsylvania
$33K – – –
FIB
361
First Interstate Bank
Montana
$33K – – –
SFG
362
SevenBridge Financial Group
Pennsylvania
$32K – – –
RFA
363
Reilly Financial Advisors
California
$29K – – –
IAS
364
INR Advisory Services
Pennsylvania
$29K – – –
PA
365
Parallel Advisors
California
$25K – – –
ANBT
366
American National Bank & Trust
Texas
$25K +$25K +762 New
SWA
367
Sutton Wealth Advisors
Florida
$23.7K – – –
AIM
368
Advantage Investment Management
Iowa
$23K – – –
VCM
369
Versant Capital Management
Arizona
$22K – – –
FPB
370
First PREMIER Bank
South Dakota
$22K – – –
Carson Wealth (CWM LLC)
371
Carson Wealth (CWM LLC)
Nebraska
$21K -$5.44K -164 -21%
QAM
372
QCI Asset Management
New York
$21K – – –
Bessemer Group
373
Bessemer Group
New Jersey
$21K +$34 +1 +0.2%
SAM
374
Shamrock Asset Management
Texas
$17K -$849K -26,167 -98%
TDC
375
Thompson Davis & Co
Virginia
$17K -$95.2K -2,801 -85%
13 14
15
16 17