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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 %
PM
501
Parametrica Management
Hong Kong
– – -10,318 Closed
Squarepoint
502
Squarepoint
New York
– – -9,248 Closed
OBWP
503
O'Brien Wealth Partners
Massachusetts
– – -8,136 Closed
CCMG
504
Clark Capital Management Group
Pennsylvania
– – -7,126 Closed
Susquehanna International Group
505
Susquehanna International Group
Pennsylvania
– – -6,546 Closed
CI
506
Cigna Investments
Connecticut
– – -6,367 Closed
JPMPWA
507
J.P. Morgan Private Wealth Advisors
California
– – -6,196 Closed
BCM
508
BlueCrest Capital Management
Jersey
– – -6,054 Closed
SWP
509
Stratos Wealth Partners
Ohio
– – -5,245 Closed
FCAG
510
First Capital Advisors Group
New Jersey
– – -1,831 Closed
PWM
511
Perigon Wealth Management
California
– – -1,625 Closed
ACM
512
Armbruster Capital Management
New York
– – -1,582 Closed
APP
513
Avantax Planning Partners
Iowa
– – -1,560 Closed
HAM
514
Highstreet Asset Management
Ontario, Canada
– – -854 Closed
AIL
515
AGF Investments LLC
Ontario, Canada
– – -768 Closed
JAM
516
Jolley Asset Management
North Carolina
– – -500 Closed
MCWS
517
McKinley Carter Wealth Services
West Virginia
– – -332 Closed
IIC
518
Integrated Investment Consultants
Michigan
– – -323 Closed
KF
519
Krilogy Financial
Missouri
– – -150 Closed
WAS
520
WESPAC Advisors SoCal
California
– – -125 Closed
SP
521
SWS Partners
Ohio
– – -67 Closed
CG
522
Cutler Group
California
– – – –
HWM
523
Holloway Wealth Management
Florida
– – – –
CF
524
Centaurus Financial
California
$0 6 +6 New
17 18 19 20
21