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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 %
JAM
376
Jolley Asset Management
North Carolina
$17K – – –
BWP
377
Baldwin Wealth Partners
Massachusetts
$17K – – –
HCM
378
Highlander Capital Management
New Jersey
$17K – – –
SQA
379
Simon Quick Advisors
New Jersey
$17K – – –
AssetMark Inc
380
AssetMark Inc
California
$16K +$13.4K +406 +514%
BC
381
Bartlett & Co
Ohio
$15K – – –
ClearBridge Investments
382
ClearBridge Investments
New York
$14K – – –
FQ
383
First Quadrant
California
$13K +$13K +377 New
PG
384
PEAK6 Group
Illinois
$12K -$58.3K -1,701 -83%
AC
385
Alexandria Capital
Virginia
$12K – – –
JWA
386
JFS Wealth Advisors
Pennsylvania
$11K -$34.4K -1,000 -76%
GAM
387
Gemmer Asset Management
California
$11K – – –
IIC
388
Integrated Investment Consultants
Michigan
$11K – – –
BRC
389
Bell Rock Capital
Delaware
$11K +$70 +2 +0.6%
FDCDDQ
390
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.46K – – –
LYV
391
Live Your Vision
Pennsylvania
$8K – – –
MCA
392
Mercer Capital Advisers
New Jersey
$8K – – –
SIAS
393
Shine Investment Advisory Services
Colorado
$8K +$8K +231 New
HAM
394
Highstreet Asset Management
Ontario, Canada
$8K +$8K +234 New
PFBT
395
Parkside Financial Bank & Trust
Missouri
$7K – – –
CAW
396
Cornerstone Advisors (Washington)
Washington
$7K – – –
AIM
397
Acrospire Investment Management
Illinois
$7K +$7K +225 New
VNA
398
Valley National Advisers
Pennsylvania
$6K – – –
MRCM
399
M&R Capital Management
New Jersey
$6K – – –
MWM
400
Mascoma Wealth Management
New Hampshire
$5K +$5K +157 New
14 15
16
17 18