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Essential Utilities
WTRG

Overview Fund Activity

422 hedge funds and large institutions have $3.1B invested in Essential Utilities in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 149 increasing their positions, 98 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+11
Holders Change %
+2.68%
% of All Funds
10.54%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
36
Increased
149
Reduced
98
Closed
21
Calls
$1.71M
Puts
$418K
Net Calls
+$1.29M
Net Calls Change
+$794K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$580M
2
State Street
State Street
Massachusetts
$330M
3
WG
Winton Group
United Kingdom
$6.92M
4
BlackRock
BlackRock
New York
$511M
5
Norges Bank
Norges Bank
Norway
$45.4M

Top Sellers

1
WAM
Water Asset Management
New York
$0
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$0
3
Asset Management One
Asset Management One
Japan
$771K
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$12.6M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$2.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
LYV
401
Live Your Vision
Pennsylvania
$8K – – –
MCA
402
Mercer Capital Advisers
New Jersey
$8K – – –
CAW
403
Cornerstone Advisors (Washington)
Washington
$7K – – –
PFBT
404
Parkside Financial Bank & Trust
Missouri
$7K – – –
FCB
405
First Command Bank
Texas
$7K +$7K +220 New
FCFS
406
First Command Financial Services
Texas
$7K +$7K +220 New
VNA
407
Valley National Advisers
Pennsylvania
$6K – – –
MRCM
408
M&R Capital Management
New Jersey
$6K – – –
QCG
409
Quadrant Capital Group
Ohio
$6K – – –
MWM
410
Mascoma Wealth Management
New Hampshire
$5K +$32 +1 +0.6%
WCBA
411
Weaver C. Barksdale & Associates
Tennessee
$4K – – –
FPF
412
FNY Partners Fund
New York
$4K – – –
CP
413
Corbenic Partners
Pennsylvania
$4K – – –
WAS
414
WESPAC Advisors SoCal
California
$4K – – –
Carson Wealth (CWM LLC)
415
Carson Wealth (CWM LLC)
Nebraska
$3K -$16K -533 -84%
PHK
416
Point72 Hong Kong
Hong Kong
$3K +$3K +96 New
Northwestern Mutual Wealth Management
417
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3K +103 New
OFS
418
Orrstown Financial Services
Pennsylvania
$2K – – –
TWA
419
TCI Wealth Advisors
Arizona
$2K – – –
TFO
420
Tarbox Family Office
California
$2K – – –
OFW
421
Omnia Family Wealth
Florida
$1K – – –
TCA
422
Tortoise Capital Advisors
Kansas
$1K – – –
WAM
423
Water Asset Management
New York
– -$15M -451,647 Closed
Baillie Gifford & Co
424
Baillie Gifford & Co
United Kingdom
– -$13.2M -397,525 Closed
MML Investors Services
425
MML Investors Services
Massachusetts
– -$3.48M -104,357 Closed
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