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Essential Utilities
WTRG

Overview Fund Activity

486 hedge funds and large institutions have $3.77B invested in Essential Utilities in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 144 increasing their positions, 129 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
+64
Holders Change %
+15.17%
% of All Funds
11.04%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
90
Increased
144
Reduced
129
Closed
24
Calls
$1.33M
Puts
$1.68M
Net Calls
-$356K
Net Calls Change
-$1.65M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$64.1M
2
Bank of America
Bank of America
North Carolina
$37M
3
AAMU
Amundi Asset Management US
Massachusetts
$18.6M
4
Allianz Asset Management
Allianz Asset Management
Germany
$15.9M
5
BlackRock
BlackRock
New York
$616M

Top Sellers

1
State Street
State Street
Massachusetts
$349M
2
Credit Agricole
Credit Agricole
France
$0
3
IAMU
Impax Asset Management (UK)
United Kingdom
$70.3M
4
NFA
Nationwide Fund Advisors
Ohio
$0
5
Northern Trust
Northern Trust
Illinois
$75.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
401
Wealthcare Capital Management
Virginia
$51K +$51K +1,301 New
AF
402
Allworth Financial
California
$49K – – –
VFA
403
Valeo Financial Advisors
Indiana
$49K – – –
TVWM
404
Tower View Wealth Management
Wisconsin
$47K +$47K +1,196 New
SIAS
405
Shine Investment Advisory Services
Colorado
$45K – – –
BWM
406
Baystate Wealth Management
Massachusetts
$45K – – –
MMG
407
Monetary Management Group
Missouri
$44K – – –
CFA
408
Carroll Financial Associates
North Carolina
$43K +$78 +2 +0.2%
AF
409
Arrow Financial
New York
$42K – – –
FDCDDQ
410
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.8K +$31.9K +812 +320%
LWA
411
Lenox Wealth Advisors
New York
$41K +$1.56K +40 +4%
GI
412
Gradient Investments
Minnesota
$41K +$41K +1,041 New
FIB
413
First Interstate Bank
Montana
$39K – – –
VIA
414
Vantage Investment Advisors
Pennsylvania
$39K – – –
PG
415
Patten Group
Tennessee
$39K – – –
BTIS
416
BB&T Investment Services
North Carolina
$39K +$77 +2 +0.2%
SFG
417
SevenBridge Financial Group
Pennsylvania
$37K – – –
CA
418
Calton & Associates
Florida
$36K +$36K +1,015 New
IAS
419
INR Advisory Services
Pennsylvania
$34K – – –
RFA
420
Reilly Financial Advisors
California
$34K – – –
CPIG
421
Chicago Partners Investment Group
Illinois
$34K – – –
MPWT
422
MassMutual Private Wealth & Trust
Connecticut
$33.6K +$33.6K +857 New
KJWM
423
Kiley Juergens Wealth Management
Washington
$32K +$32K +816 New
SIS
424
Sound Income Strategies
Florida
$30K +$30K +872 New
APSP
425
Asset Planning Services (Pennsylvania)
Pennsylvania
$29K -$114K -2,910 -80%
15 16
17
18 19