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Essential Utilities
WTRG

Overview Fund Activity

506 hedge funds and large institutions have $3.64B invested in Essential Utilities in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 152 increasing their positions, 153 reducing their positions, and 31 closing their positions.

Holders
506
Holders Change
+16
Holders Change %
+3.27%
% of All Funds
11.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
51
Increased
152
Reduced
153
Closed
31
Calls
$2.33M
Puts
$718K
Net Calls
+$1.62M
Net Calls Change
+$2.73M

Top Buyers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$81.8M
2
SG Americas Securities
2
SG Americas Securities
New York
$29.3M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$199M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$679M
5
BlackRock
5
BlackRock
New York
$612M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$46.3M
2
State Street
2
State Street
Massachusetts
$329M
3
Deutsche Bank
3
Deutsche Bank
Germany
$15.3M
4
PCM
4
Penn Capital Management
Pennsylvania
$2.53M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$11.2M
Name Market Value Shares Shares
Change 		Shares
Change %
PG
426
Patten Group
Tennessee
$37K 1,000 – –
VIA
427
Vantage Investment Advisors
Pennsylvania
$37K 1,000 – –
WPW
428
Winthrop Partners - WNY
New York
$36.9K 1,000 – –
SFG
429
SevenBridge Financial Group
Pennsylvania
$35K 950 – –
AWM
430
Aevitas Wealth Management
Massachusetts
$33K 893 +303 +51%
NWM
431
Northwest Wealth Management
Iowa
$32K 875 – –
RFA
432
Reilly Financial Advisors
California
$32K 860 – –
IAS
433
INR Advisory Services
Pennsylvania
$32K 862 – –
SIS
434
Sound Income Strategies
Florida
$32K 872 – –
FHA
435
Flagship Harbor Advisors
Massachusetts
$31K 848 -208 -20%
AAP
436
Arax Advisory Partners
Colorado
$30K 806 +806 New
SIM
437
Sonora Investment Management
Arizona
$30K 813 +813 New
MWPCG
438
Measured Wealth Private Client Group
New Hampshire
$30K 836 +836 New
FIB
439
First Interstate Bank
Montana
$28K 750 – –
Northwestern Mutual Wealth Management
440
Northwestern Mutual Wealth Management
Wisconsin
$28K 751 – –
PA
441
Parallel Advisors
California
$27K 740 – –
AIM
442
Advantage Investment Management
Iowa
$26K 700 – –
AIL
443
AGF Investments LLC
Ontario, Canada
$26K 715 +715 New
FPB
444
First PREMIER Bank
South Dakota
$24K 650 – –
QAM
445
QCI Asset Management
New York
$23K 625 – –
AAM
446
Advisors Asset Management
Colorado
$22K 604 -1,691 -74%
VCM
447
Versant Capital Management
Arizona
$21K 587 -3 -0.5%
CCM
448
Covington Capital Management
California
$21K 558 – –
MPWT
449
MassMutual Private Wealth & Trust
Connecticut
$18.5K 500 – –
WEC
450
Winslow Evans & Crocker
Massachusetts
$18K 412 -250 -38%
16 17
18
19 20