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Essential Utilities
WTRG

Overview Fund Activity

422 hedge funds and large institutions have $3.1B invested in Essential Utilities in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 149 increasing their positions, 98 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+11
Holders Change %
+2.68%
% of All Funds
10.54%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
36
Increased
149
Reduced
98
Closed
21
Calls
$1.71M
Puts
$418K
Net Calls
+$1.29M
Net Calls Change
+$794K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$8.53M
2
State Street
State Street
Massachusetts
+$6.94M
3
WG
Winton Group
United Kingdom
+$6.92M
4
BlackRock
BlackRock
New York
+$6.91M
5
Norges Bank
Norges Bank
Norway
+$6.67M

Top Sellers

1
WAM
Water Asset Management
New York
-$15M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$13.2M
3
Asset Management One
Asset Management One
Japan
-$12.4M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$5.16M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$3.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
351
Duncker Streett & Co
Missouri
$47K +$100 +3 +0.2%
RE
352
RBC Europe
United Kingdom
$45.1K +$45.1K +1,360 New
PCP
353
Proficio Capital Partners
Massachusetts
$45K – – –
BWM
354
Baystate Wealth Management
Massachusetts
$43K – – –
AF
355
Allworth Financial
California
$41K – – –
SMG
356
Spectrum Management Group
Indiana
$41K +$41K +1,250 New
VFA
357
Valeo Financial Advisors
Indiana
$41K +$41K +1,250 New
NIT
358
NumerixS Investment Technologies
British Columbia, Canada
$39K +$39K +1,162 New
SIAS
359
Shine Investment Advisory Services
Colorado
$38K +$30.4K +925 +400%
MMG
360
Monetary Management Group
Missouri
$37K – – –
CFA
361
Carroll Financial Associates
North Carolina
$37K +$101 +3 +0.3%
AF
362
Arrow Financial
New York
$36K – – –
LWA
363
Lenox Wealth Advisors
New York
$34K +$201 +6 +0.6%
PG
364
Patten Group
Tennessee
$33K – – –
VIA
365
Vantage Investment Advisors
Pennsylvania
$33K – – –
FIB
366
First Interstate Bank
Montana
$33K – – –
BTIS
367
BB&T Investment Services
North Carolina
$33K +$66 +2 +0.2%
SFG
368
SevenBridge Financial Group
Pennsylvania
$32K – – –
TRCT
369
Tower Research Capital (TRC)
New York
$29K -$27.4K -834 -49%
RFA
370
Reilly Financial Advisors
California
$29K – – –
IAS
371
INR Advisory Services
Pennsylvania
$29K – – –
CPIG
372
Chicago Partners Investment Group
Illinois
$29K +$29K +870 New
PA
373
Parallel Advisors
California
$27K – – –
ANBT
374
American National Bank & Trust
Texas
$25K – – –
SWA
375
Sutton Wealth Advisors
Florida
$23.7K – – –
13 14
15
16 17