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Essential Utilities
WTRG

Overview Fund Activity

490 hedge funds and large institutions have $3.43B invested in Essential Utilities in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 159 increasing their positions, 150 reducing their positions, and 32 closing their positions.

Holders
490
Holders Change
+10
Holders Change %
+2.08%
% of All Funds
11.23%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
45
Increased
159
Reduced
150
Closed
32
Calls
$1.19M
Puts
$2.31M
Net Calls
-$1.12M
Net Calls Change
+$771K

Top Buyers

1
Invesco
1
Invesco
Georgia
$75.7M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$638M
3
BlackRock
3
BlackRock
New York
$577M
4
Goldman Sachs
4
Goldman Sachs
New York
$21.1M
5
Millennium Management
5
Millennium Management
New York
$5.47M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$3.17M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$2.18M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$178M
4
State Street
4
State Street
Massachusetts
$321M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.9M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
476
Trilogy Capital
California
$3K 89 +13 +17%
TFO
477
Tarbox Family Office
California
$3K 94 +35 +59%
S
478
SignatureFD
Georgia
$2K 46 -27 -37%
OFW
479
Omnia Family Wealth
Florida
$2K 44 – –
OFS
480
Orrstown Financial Services
Pennsylvania
$2K 60 – –
BBA
481
Braun-Bostich & Associates
Pennsylvania
$2K 58 – –
PIA
482
Piedmont Investment Advisors
North Carolina
$2K 69 +69 New
NA
483
NewEdge Advisors
Louisiana
$1.53K 43,270 +3,223 +8%
GBBWRPM
484
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1K 29 – –
TCA
485
Tortoise Capital Advisors
Kansas
$1K 30 – –
WA
486
WealthTrust-Arizona
Arizona
$1K 35 – –
TL
487
TrueWealth LLC
Georgia
$1K 20 – –
Parallax Volatility Advisers
488
Parallax Volatility Advisers
California
$1K 19 +19 New
EMG
489
ETF Managers Group
New Jersey
$83 2,959 +763 +35%
Robeco Institutional Asset Management
490
Robeco Institutional Asset Management
Netherlands
– – -121,098 Closed
DPIM
491
Duff & Phelps Investment Management
Illinois
– – -95,640 Closed
Lord, Abbett & Co
492
Lord, Abbett & Co
New Jersey
– – -68,700 Closed
SFI
493
Susquehanna Fundamental Investments
Pennsylvania
– – -25,900 Closed
ZIG
494
Zurich Insurance Group
Switzerland
– – -25,600 Closed
Cerity Partners
495
Cerity Partners
New York
– – -20,402 Closed
ST
496
Spinnaker Trust
Maine
– – -13,360 Closed
DIM
497
DC Investments Management
Virginia
– – -11,831 Closed
TF
498
TIAA FSB
Florida
– – -11,384 Closed
Voloridge Investment Management
499
Voloridge Investment Management
Florida
– – -11,341 Closed
AT
500
Arden Trust
Delaware
– – -10,828 Closed
17 18 19
20
21