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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 %
TWA
476
TCI Wealth Advisors
Arizona
$3K – – –
SP
477
SWS Partners
Ohio
$3K +$3K +67 New
OFW
478
Omnia Family Wealth
Florida
$2K – – –
OFS
479
Orrstown Financial Services
Pennsylvania
$2K – – –
TFO
480
Tarbox Family Office
California
$2K – – –
FGC
481
Financial Gravity Companies
Texas
$2K +$2K +55 New
BBA
482
Braun-Bostich & Associates
Pennsylvania
$2K +$2K +58 New
TCA
483
Tortoise Capital Advisors
Kansas
$1K – – –
VCM
484
Virtue Capital Management
Tennessee
$1K +$1K +16 New
TL
485
TrueWealth LLC
Georgia
$1K +$1K +20 New
PCG
486
Private Capital Group
Connecticut
$101 +$101 +192 New
Credit Agricole
487
Credit Agricole
France
– -$19M -571,727 Closed
NFA
488
Nationwide Fund Advisors
Ohio
– -$9.95M -299,765 Closed
NIS
489
National Investment Services
Wisconsin
– -$2.18M -65,536 Closed
SCM
490
Stevens Capital Management
Pennsylvania
– -$2.06M -61,924 Closed
VRS
491
Virginia Retirement Systems
Virginia
– -$1.03M -30,900 Closed
AP
492
AHL Partners
United Kingdom
– -$858K -25,839 Closed
AMI
493
Amica Mutual Insurance
Rhode Island
– -$689K -20,767 Closed
DTL
494
Dynamic Technology Lab
Singapore
– -$626K -18,861 Closed
CIC
495
Cornercap Investment Counsel
Georgia
– -$618K -18,632 Closed
CPP
496
Crow Point Partners
Massachusetts
– -$556K -16,748 Closed
APFBOT
497
Amica Pension Fund Board of Trustees
Rhode Island
– -$511K -15,408 Closed
TNB
498
Thomasville National Bank
Georgia
– -$298K -8,978 Closed
ICOA
499
Investment Centers of America
North Dakota
– -$258K -7,759 Closed
NFG
500
Next Financial Group
Texas
– -$246K -7,053 Closed
17 18 19
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