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Essential Utilities
WTRG

Overview Fund Activity

506 hedge funds and large institutions have $3.64B invested in Essential Utilities in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 152 increasing their positions, 153 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+16
Holders Change %
+3.27%
% of All Funds
11.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
51
Increased
152
Reduced
153
Closed
31
Calls
$2.33M
Puts
$718K
Net Calls
+$1.62M
Net Calls Change
+$2.73M

Top Buyers

1
SG Americas Securities
SG Americas Securities
New York
$29.3M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
$199M
3
Vanguard Group
Vanguard Group
Pennsylvania
$679M
4
BlackRock
BlackRock
New York
$612M
5
Goldman Sachs
Goldman Sachs
New York
$28.2M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$46.3M
2
State Street
State Street
Massachusetts
$329M
3
Deutsche Bank
Deutsche Bank
Germany
$15.3M
4
PCM
Penn Capital Management
Pennsylvania
$2.53M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
376
Regions Financial Corp
Alabama
$132K +$77.7K +2,109 +143%
HR
377
Howe & Rusling
New York
$131K – – –
PCG
378
Private Capital Group
Connecticut
$131K +$37.7K +1,024 +40%
NPP
379
New Potomac Partners
Maryland
$124K – – –
EMG
380
ETF Managers Group
New Jersey
$122K +$12.8K +348 +12%
CAG
381
Csenge Advisory Group
Florida
$119K +$119K +3,652 New
PFSC
382
Peoples Financial Services Corp
Pennsylvania
$108K – – –
HDIM
383
Hanson & Doremus Investment Management
Vermont
$104K – – –
MPIA
384
Mountain Pacific Investment Advisers
Idaho
$101K +$101K +2,747 New
HI
385
Hudock Inc
Pennsylvania
$99K – – –
NIT
386
NumerixS Investment Technologies
British Columbia, Canada
$99K +$99K +2,700 New
RCAG
387
Rehmann Capital Advisory Group
Michigan
$92.7K -$1.29K -35 -1%
LYV
388
Live Your Vision
Pennsylvania
$92K – – –
CAL
389
Capital Analysts LLC
Pennsylvania
$87K -$9.19K -250 -10%
CFA
390
Carroll Financial Associates
North Carolina
$87K +$74 +2 +0.1%
CAPTRUST Financial Advisors
391
CAPTRUST Financial Advisors
North Carolina
$87K +$4.89K +132 +6%
LWCFA
392
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$86K – – –
SIC
393
Salem Investment Counselors
North Carolina
$74K – – –
PI
394
PEAK6 Investments
Illinois
$74K +$74K +2,017 New
MFBTD
395
MB Financial Bank - Trust Department
Illinois
$72K – – –
MRCM
396
M&R Capital Management
New Jersey
$69K – – –
NCM
397
New Capital Management
Texas
$66K – – –
WAM
398
Wealthspire Advisors (Maryland)
Maryland
$63K +$926 +25 +1%
ML
399
McAdam LLC
Pennsylvania
$60K – – –
JGIA
400
Jackson Grant Investment Advisers
Connecticut
$60K +$329 +9 +0.6%
14 15
16
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