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Essential Utilities
WTRG

Overview Fund Activity

520 hedge funds and large institutions have $3.22B invested in Essential Utilities in 2018 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 165 increasing their positions, 143 reducing their positions, and 70 closing their positions.

Holders
520
Holders Change
+14
Holders Change %
+2.77%
% of All Funds
11.6%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
89
Increased
165
Reduced
143
Closed
70
Calls
$995K
Puts
$1.5M
Net Calls
-$508K
Net Calls Change
-$2.12M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$650M
2
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$92.1M
3
BlackRock
3
BlackRock
New York
$582M
4
Prudential Financial
4
Prudential Financial
New Jersey
$17.9M
5
CC
5
Carlson Capital
Texas
$11.7M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$25.8M
2
WG
2
Winton Group
United Kingdom
$0
3
KCM
3
Kennedy Capital Management
Missouri
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$15.4M
5
NIMI
5
Natixis Investment Managers International
France
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LC
501
Lindbrook Capital
California
$4K 137 +137 New
BCA
502
Berman Capital Advisors
Georgia
$4K 140 +140 New
TFO
503
Tarbox Family Office
California
$3K 89 – –
BCM
504
Brasada Capital Management
Texas
$3K 100 – –
TWA
505
TCI Wealth Advisors
Arizona
$3K 86 +8 +10%
CAM
506
Cresset Asset Management
Illinois
$3K 92 +92 New
OFS
507
Orrstown Financial Services
Pennsylvania
$2K 60 – –
OFW
508
Omnia Family Wealth
Florida
$2K 44 – –
S
509
SignatureFD
Georgia
$2K 46 – –
BBA
510
Braun-Bostich & Associates
Pennsylvania
$2K 58 – –
CWA
511
Clarus Wealth Advisors
Arizona
$2K 60 – –
GT
512
Glenmede Trust
Pennsylvania
$1.59K 46,516 -4,798 -9%
NA
513
NewEdge Advisors
Louisiana
$1.5K 43,824 +86 +0.2%
WA
514
WealthTrust-Arizona
Arizona
$1K 35 – –
Twin Tree Management
515
Twin Tree Management
Texas
$1K 20 +20 New
Parallax Volatility Advisers
516
Parallax Volatility Advisers
California
$1K 31 +31 New
WG
517
Winton Group
United Kingdom
– – -319,576 Closed
KCM
518
Kennedy Capital Management
Missouri
– – -300,693 Closed
NIMI
519
Natixis Investment Managers International
France
– – -203,724 Closed
HPC
520
HM Payson & Co
Maine
– – -144,547 Closed
Pacer Advisors
521
Pacer Advisors
Pennsylvania
– – -63,244 Closed
WAM
522
Water Asset Management
New York
– – -46,355 Closed
CWM
523
Cornerstone Wealth Management
Missouri
– – -45,400 Closed
CAM
524
Chesapeake Asset Management
New York
– – -36,367 Closed
LMGAM
525
Liberty Mutual Group Asset Management
Massachusetts
– – -35,425 Closed
19 20
21
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