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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 %
Zurich Cantonal Bank
51
Zurich Cantonal Bank
Switzerland
$8.63M 252,415 +19,319 +8%
RJA
52
Raymond James & Associates
Florida
$8.41M 245,897 +14,701 +6%
LM
53
Luminus Management
Texas
$8.34M 243,800 +243,800 New
Retirement Systems of Alabama
54
Retirement Systems of Alabama
Alabama
$7.89M 230,710 +790 +0.3%
Massachusetts Financial Services
55
Massachusetts Financial Services
Massachusetts
$7.74M 226,505 -157,605 -41%
TA
56
Teachers Advisors
New York
$7.51M 219,673 -12,491 -5%
TCIM
57
TIAA CREF Investment Management
New York
$7.41M 216,596 +16,862 +8%
AG
58
Aperio Group
California
$7.25M 212,020 -14,222 -6%
BNP Paribas Asset Management
59
BNP Paribas Asset Management
France
$6.99M 206,672 +1,348 +0.7%
M
60
Mirova
France
$6.86M 200,553 +200,553 New
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$6.83M 199,659 -37,540 -16%
WFG
62
Wills Financial Group
Virginia
$6.6M 193,156 +7,745 +4%
Marshall Wace
63
Marshall Wace
United Kingdom
$6.54M 191,306 +191,306 New
NC
64
NewSquare Capital
Pennsylvania
$6.35M 185,806 +310 +0.2%
Canada Life
65
Canada Life
Manitoba, Canada
$5.79M 179,717 +72,068 +67%
NI
66
Nuance Investments
Missouri
$5.58M 163,198 +163,198 New
FNFDCM
67
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.47M 160,120 +3,985 +3%
RS
68
Robeco Schweiz
Switzerland
$5.39M 159,427 -31,368 -16%
MOACM
69
Mutual of America Capital Management
New York
$5.29M 154,609 +2,399 +2%
LA
70
Legacy Advisors
Pennsylvania
$5.27M 154,215 – –
Millennium Management
71
Millennium Management
New York
$5.26M 153,872 -109,477 -42%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$5.26M 153,803 +25,009 +19%
M
73
MOTCO
Texas
$5.21M 152,402 -2,710 -2%
WRF
74
Waddell & Reed Financial
Kansas
$5.16M 150,992 -182,145 -55%
RFA
75
Reilly Financial Advisors
California
$5.15M 150,719 +149,859 +17,425%
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