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Essential Utilities
WTRG

Overview Fund Activity

426 hedge funds and large institutions have $2.92B invested in Essential Utilities in 2017 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 136 increasing their positions, 137 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-6
Holders Change %
-1.39%
% of All Funds
10.62%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
44
Increased
136
Reduced
137
Closed
41
Calls
$1.16M
Puts
$2.02M
Net Calls
-$858K
Net Calls Change
-$234K

Top Buyers

1
BlackRock
BlackRock
New York
+$473M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$35.2M
3
State Street
State Street
Massachusetts
+$15.5M
4
IAMU
Impax Asset Management (UK)
United Kingdom
+$11.2M
5
Asset Management One
Asset Management One
Japan
+$11M

Top Sellers

1
Credit Agricole
Credit Agricole
France
-$17.3M
2
Renaissance Technologies
Renaissance Technologies
New York
-$14.9M
3
Invesco
Invesco
Georgia
-$13.6M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$10.5M
5
Capital World Investors
Capital World Investors
California
-$8.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
376
INR Advisory Services
Pennsylvania
$28K – – –
Carson Wealth (CWM LLC)
377
Carson Wealth (CWM LLC)
Nebraska
$26K +$23.6K +722 +963%
PA
378
Parallel Advisors
California
$24K -$1.43K -44 -6%
AIM
379
Advantage Investment Management
Iowa
$23K – – –
SWA
380
Sutton Wealth Advisors
Florida
$22.9K – – –
FPB
381
First PREMIER Bank
South Dakota
$21K – – –
VCM
382
Versant Capital Management
Arizona
$21K – – –
SP
383
Symmetry Partners
Connecticut
$21K +$21K +642 New
QAM
384
QCI Asset Management
New York
$20K – – –
Bessemer Group
385
Bessemer Group
New Jersey
$20K +$3.96K +123 +25%
JAM
386
Jolley Asset Management
North Carolina
$16K -$16K -500 -50%
BWP
387
Baldwin Wealth Partners
Massachusetts
$16K – – –
HCM
388
Highlander Capital Management
New Jersey
$16K – – –
SQA
389
Simon Quick Advisors
New Jersey
$16K +$16K +498 New
BBHC
390
Brown Brothers Harriman & Co
New York
$15K – – –
ClearBridge Investments
391
ClearBridge Investments
New York
$14K – – –
BC
392
Bartlett & Co
Ohio
$14K – – –
PB
393
Pinnacle Bancorp
Nebraska
$14K +$14K +423 New
AC
394
Alexandria Capital
Virginia
$11K – – –
WAM
395
Wealthspire Advisors (Maryland)
Maryland
$11K +$1.6K +49 +17%
Northwestern Mutual Wealth Management
396
Northwestern Mutual Wealth Management
Wisconsin
$10K -$1.15K -36 -10%
IIC
397
Integrated Investment Consultants
Michigan
$10K – – –
GAM
398
Gemmer Asset Management
California
$10K – – –
BRC
399
Bell Rock Capital
Delaware
$10K +$64 +2 +0.6%
FDCDDQ
400
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.17K +$8.17K +254 New
14 15
16
17 18