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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 %
Russell Investments Group
76
Russell Investments Group
United Kingdom
$5.1M 149,265 -46,476 -24%
SCM
77
Symons Capital Management
Pennsylvania
$5.07M 148,394 +148,394 New
BBA
78
BLB&B Advisors
Pennsylvania
$4.98M 145,711 +1,280 +0.9%
CS
79
Credit Suisse
Switzerland
$4.98M 145,573 -20,400 -12%
CCB
80
Cutter & Co Brokerage
Missouri
$4.81M 140,593 -1,836 -1%
Victory Capital Management
81
Victory Capital Management
Texas
$4.77M 139,609 -510 -0.4%
FNBTCON
82
First National Bank & Trust Co of Newtown
Pennsylvania
$4.72M 138,046 -4,600 -3%
CT
83
Cambridge Trust
Massachusetts
$4.58M 133,962 -5,263 -4%
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$4.48M 131,004 +120,904 +1,197%
CI
85
Cambiar Investors
Colorado
$4.44M 129,792 +1,842 +1%
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
$4.43M 129,691 -173,133 -57%
ASRS
87
Arizona State Retirement System
Arizona
$4.37M 127,714 +1,386 +1%
MAM
88
Magellan Asset Management
Australia
$4.32M 126,247 -4,631 -4%
BRCM
89
Bright Rock Capital Management
Massachusetts
$4.16M 121,800 -11,000 -8%
TPSF
90
Texas Permanent School Fund
Texas
$3.98M 116,442 +4,498 +4%
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
$3.93M 114,810 +108,642 +1,761%
Comerica Bank
92
Comerica Bank
Texas
$3.92M 115,646 +1,713 +2%
Los Angeles Capital Management
93
Los Angeles Capital Management
California
$3.87M 113,257 +5,390 +5%
ACI
94
AMP Capital Investors
Australia
$3.82M 112,847 -1,663 -1%
MIM
95
MetLife Investment Management
New Jersey
$3.71M 108,501 -424 -0.4%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$3.64M 106,562 -19,127 -15%
Treasurer of the State of North Carolina
97
Treasurer of the State of North Carolina
North Carolina
$3.54M 103,485 +14,805 +17%
Ohio Public Employees Retirement System (OPERS)
98
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.52M 102,912 +26,371 +34%
Brown Advisory
99
Brown Advisory
Maryland
$3.5M 102,358 – –
RJFSA
100
Raymond James Financial Services Advisors
Florida
$3.49M 101,950 +24,110 +31%
2 3
4
5 6