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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 %
GAM
451
Gemmer Asset Management
California
$13K – – –
BRC
452
Bell Rock Capital
Delaware
$13K +$41 +1 +0.3%
WWM
453
Willingdon Wealth Management
North Carolina
$12K – – –
II
454
Inspire Investing
Idaho
$11K +$11K +269 New
MCA
455
Mercer Capital Advisers
New Jersey
$10K – – –
MWM
456
MinichMacGregor Wealth Management
New York
$10K +$10K +275 New
HAM
457
Highstreet Asset Management
Ontario, Canada
$9K – – –
LYV
458
Live Your Vision
Pennsylvania
$9K – – –
FCFS
459
First Command Financial Services
Texas
$9K – – –
FCB
460
First Command Bank
Texas
$9K – – –
PFBT
461
Parkside Financial Bank & Trust
Missouri
$8K – – –
CAW
462
Cornerstone Advisors (Washington)
Washington
$8K – – –
AF
463
Advisornet Financial
Minnesota
$8K +$8K +200 New
QCG
464
Quadrant Capital Group
Ohio
$7K – – –
EARNEST Partners
465
EARNEST Partners
Georgia
$7K +$7K +175 New
MWM
466
Mascoma Wealth Management
New Hampshire
$6K +$38 +1 +0.6%
KF
467
Krilogy Financial
Missouri
$6K +$6K +150 New
WCBA
468
Weaver C. Barksdale & Associates
Tennessee
$5K -$297 -7 -6%
CP
469
Corbenic Partners
Pennsylvania
$5K – – –
GRP
470
Global Retirement Partners
California
$5K +$5K +125 New
STA
471
Summit Trail Advisors
New York
$5K +$5K +128 New
PWM
472
Paulson Wealth Management
Illinois
$5K +$5K +130 New
FPF
473
FNY Partners Fund
New York
$4K – – –
WAS
474
WESPAC Advisors SoCal
California
$4K – – –
Northwestern Mutual Wealth Management
475
Northwestern Mutual Wealth Management
Wisconsin
$4K – – –
17 18
19
20 21