WTRG icon

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 %
PA
426
Parallel Advisors
California
$29K – – –
SWA
427
Sutton Wealth Advisors
Florida
$28K – – –
AIM
428
Advantage Investment Management
Iowa
$27K – – –
BBHC
429
Brown Brothers Harriman & Co
New York
$27K +$8.53K +216 +46%
AIS
430
AlphaOne Investment Services
Pennsylvania
$27K +$27K +683 New
FPB
431
First PREMIER Bank
South Dakota
$25K – – –
QAM
432
QCI Asset Management
New York
$25K – – –
MA
433
MUFG Americas
New York
$25K – – –
VCM
434
Versant Capital Management
Arizona
$25K – – –
PCIA
435
Prime Capital Investment Advisors
Kansas
$25K +$25K +650 New
AWM
436
Aevitas Wealth Management
Massachusetts
$23K +$23K +584 New
ANBT
437
American National Bank & Trust
Texas
$22K -$7.83K -200 -26%
SAM
438
Shamrock Asset Management
Texas
$21K – – –
AssetMark Inc
439
AssetMark Inc
California
$21K +$1.61K +41 +8%
HCM
440
Highlander Capital Management
New Jersey
$20K – – –
TDC
441
Thompson Davis & Co
Virginia
$20K – – –
BWP
442
Baldwin Wealth Partners
Massachusetts
$20K – – –
JAM
443
Jolley Asset Management
North Carolina
$20K – – –
AIL
444
AGF Investments LLC
Ontario, Canada
$20K +$20K +516 New
ClearBridge Investments
445
ClearBridge Investments
New York
$19K +$2.14K +54 +13%
SQA
446
Simon Quick Advisors
New Jersey
$18K – – –
BC
447
Bartlett & Co
Ohio
$17K – – –
GFP
448
Gryphon Financial Partners
Ohio
$17K +$17K +428 New
FQ
449
First Quadrant
California
$15K – – –
JWA
450
JFS Wealth Advisors
Pennsylvania
$13K – – –
16 17
18
19 20