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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 %
AWM
401
Arbor Wealth Management
Florida
$64K 1,882 +1,882 New
PI
402
PEAK6 Investments
Illinois
$59K 1,714 -303 -15%
WAM
403
Wealthspire Advisors (Maryland)
Maryland
$56K 1,640 -61 -4%
JGIA
404
Jackson Grant Investment Advisers
Connecticut
$56K 1,650 +11 +0.7%
DWM
405
Doyle Wealth Management
Florida
$56K 1,630 +1,630 New
NIT
406
NumerixS Investment Technologies
British Columbia, Canada
$54K 1,600 -1,100 -41%
WWM
407
Willingdon Wealth Management
North Carolina
$54K 1,585 – –
YWP
408
YorkBridge Wealth Partners
New York
$51K 1,484 – –
TCOV
409
Trust Company of Vermont
Vermont
$51K 1,500 – –
EWM
410
Endurance Wealth Management
Rhode Island
$51K 1,500 – –
CT
411
Clearstead Trust
Maine
$51K 1,500 +1,500 New
AAMU
412
Amundi Asset Management US
Massachusetts
$49K 1,434,409 +656,209 +84%
TSW
413
Thompson Siegel & Walmsley
Virginia
$49K 1,433 – –
IAS
414
INR Advisory Services
Pennsylvania
$49K 1,437 +575 +67%
LGWM
415
Litman Gregory Wealth Management
California
$48K 1,400 +1,400 New
SF
416
Synovus Financial
Georgia
$47K 1,371 +4 +0.3%
RE
417
RBC Europe
United Kingdom
$46.5K 1,360 – –
PCP
418
Proficio Capital Partners
Massachusetts
$46K 1,356 – –
FCFS
419
First Command Financial Services
Texas
$46K 1,332 +1,332 New
FCB
420
First Command Bank
Texas
$46K 1,332 +1,332 New
Northwestern Mutual Wealth Management
421
Northwestern Mutual Wealth Management
Wisconsin
$45K 1,315 +564 +75%
BRC
422
Bell Rock Capital
Delaware
$45K 1,327 +1,002 +308%
VFA
423
Valeo Financial Advisors
Indiana
$44K 1,300 – –
AF
424
Allworth Financial
California
$43K 1,250 – –
BWM
425
Baystate Wealth Management
Massachusetts
$43K 1,272 +8 +0.6%
15 16
17
18 19