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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.

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
1
Vanguard Group
Pennsylvania
$650M
2
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$92.1M
3
BlackRock
3
BlackRock
New York
$582M
4
Prudential Financial
4
Prudential Financial
New Jersey
$17.9M
5
CC
5
Carlson Capital
Texas
$11.7M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$25.8M
2
WG
2
Winton Group
United Kingdom
$0
3
KCM
3
Kennedy Capital Management
Missouri
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$15.4M
5
NIMI
5
Natixis Investment Managers International
France
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RWA
376
River Wealth Advisors
Pennsylvania
$137K 4,000 -150 -4%
HR
377
Howe & Rusling
New York
$135K 3,960 +410 +12%
EMG
378
ETF Managers Group
New Jersey
$135K 3,955 +648 +20%
CHC
379
City Holding Co
West Virginia
$132K 3,862 – –
PHK
380
Point72 Hong Kong
Hong Kong
$131K 3,834 +2,668 +229%
DA
381
Denali Advisors
California
$130K 3,800 +3,800 New
TF
382
Tompkins Financial
New York
$124K 3,625 – –
RFC
383
Regions Financial Corp
Alabama
$122K 3,585 – –
PCG
384
Private Capital Group
Connecticut
$122K 3,562 – –
NPP
385
New Potomac Partners
Maryland
$115K 3,360 – –
PFSC
386
Peoples Financial Services Corp
Pennsylvania
$99K 2,916 – –
HDIM
387
Hanson & Doremus Investment Management
Vermont
$97K 2,830 – –
CAPTRUST Financial Advisors
388
CAPTRUST Financial Advisors
North Carolina
$94K 2,759 +409 +17%
HI
389
Hudock Inc
Pennsylvania
$91K 2,691 – –
RCAG
390
Rehmann Capital Advisory Group
Michigan
$85.1K 2,488 -24 -1%
LYV
391
Live Your Vision
Pennsylvania
$85K 2,502 – –
NCM
392
Next Capital Management
New York
$85K 2,500 +2,500 New
LWCFA
393
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$80K 2,342 – –
CFA
394
Carroll Financial Associates
North Carolina
$78K 2,363 – –
CAL
395
Capital Analysts LLC
Pennsylvania
$74K 2,166 -200 -8%
EIM
396
Essex Investment Management
Massachusetts
$72K 2,093 +2,093 New
KPCM
397
Kings Point Capital Management
New York
$71K 2,086 +2,086 New
GIC
398
Gantzert Investment Company
Illinois
$68K 2,000 +2,000 New
MFBTD
399
MB Financial Bank - Trust Department
Illinois
$67K 1,951 – –
APA
400
American Portfolios Advisors
New York
$65.3K 1,911 +461 +32%
14 15
16
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