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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 %
Qube Research & Technologies (QRT)
551
Qube Research & Technologies (QRT)
United Kingdom
– – -6,052 Closed
TSS
552
Two Sigma Securities
New York
– – -5,891 Closed
PD
553
Planning Directions
Pennsylvania
– – -5,751 Closed
CIBC Private Wealth Group
554
CIBC Private Wealth Group
Georgia
– – -5,733 Closed
HL
555
HeadInvest LLC
Maine
– – -5,725 Closed
1SB
556
1ST Source Bank
Indiana
– – -5,708 Closed
UF
557
Univest Financial
Pennsylvania
– – -5,636 Closed
CCMG
558
Clark Capital Management Group
Pennsylvania
– – -5,626 Closed
APCM
559
Arbiter Partners Capital Management
New York
– – -5,626 Closed
PM
560
Parametrica Management
Hong Kong
– – -5,615 Closed
ACM
561
Azimuth Capital Management
Michigan
– – -5,500 Closed
PSUF
562
People's United Financial
Connecticut
– – -5,446 Closed
SWP
563
Stratos Wealth Partners
Ohio
– – -4,838 Closed
AP
564
Arlington Partners
Alabama
– – -3,750 Closed
CAG
565
Csenge Advisory Group
Florida
– – -3,652 Closed
MPIA
566
Mountain Pacific Investment Advisers
Idaho
– – -2,747 Closed
SIC
567
Salem Investment Counselors
North Carolina
– – -2,000 Closed
NCM
568
New Capital Management
Texas
– – -1,794 Closed
ML
569
McAdam LLC
Pennsylvania
– – -1,618 Closed
APP
570
Avantax Planning Partners
Iowa
– – -1,560 Closed
BAM
571
Bruderman Asset Management
New York
– – -1,522 Closed
KJWM
572
Kiley Juergens Wealth Management
Washington
– – -1,330 Closed
WCM
573
Wealthcare Capital Management
Virginia
– – -1,301 Closed
AWM
574
Aevitas Wealth Management
Massachusetts
– – -893 Closed
MWPCG
575
Measured Wealth Private Client Group
New Hampshire
– – -836 Closed
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