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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 %
BAM
351
Barrett Asset Management
New York
$222K +$17.4K +510 +9%
OC
352
Oppenheimer & Co
New York
$220K -$14.9K -437 -6%
PWLP
353
Prio Wealth Limited Partnership
Massachusetts
$220K -$2.05K -60 -0.9%
BRWA
354
B. Riley Wealth Advisors
Florida
$218K -$13.9K -407 -6%
CIBC Asset Management
355
CIBC Asset Management
Ontario, Canada
$217K – – –
AB
356
AT Bancorp
Iowa
$216K – – –
TMAM
357
Tokio Marine Asset Management
Japan
$212K – – –
H
358
Hexavest
Quebec, Canada
$210K – – –
Man Group
359
Man Group
United Kingdom
$209K -$1.97M -57,727 -90%
TI
360
Trexquant Investment
Connecticut
$209K +$209K +6,117 New
CB
361
Commerce Bank
Missouri
$209K +$209K +6,125 New
JIC
362
Joel Isaacson & Co
New York
$207K +$340 +10 +0.2%
QI
363
QS Investors
New York
$206K – – –
PV
364
Private Vista
Illinois
$206K +$1.3K +38 +0.6%
SCA
365
Stillwater Capital Advisors
Pennsylvania
$203K -$137 -4 -0.1%
CRIG
366
Charter Research & Investment Group
Connecticut
$203K – – –
CCA
367
Conestoga Capital Advisors
Pennsylvania
$201K +$201K +5,887 New
VanEck Associates
368
VanEck Associates
New York
$196K -$44.4K -1,297 -18%
PAM
369
Panagora Asset Management
Massachusetts
$188K – – –
ASN
370
Advisory Services Network
Georgia
$187K -$22.2K -649 -11%
QT
371
Quantbot Technologies
New York
$177K -$127K -3,733 -42%
PAMU
372
Pictet Asset Management (UK)
United Kingdom
$175K -$9.52K -278,430 -5%
IA
373
IFP Advisors
Florida
$169K +$3.15K +93 +2%
TRCT
374
Tower Research Capital (TRC)
New York
$167K -$460K -13,487 -73%
TIS
375
Tortoise Index Solutions
Kansas
$155K -$2.22K -65 -1%
13 14
15
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