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Essential Utilities
WTRG

Overview Fund Activity

426 hedge funds and large institutions have $2.92B invested in Essential Utilities in 2017 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 136 increasing their positions, 137 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-6
Holders Change %
-1.39%
% of All Funds
10.62%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
44
Increased
136
Reduced
137
Closed
41
Calls
$1.16M
Puts
$2.02M
Net Calls
-$858K
Net Calls Change
-$234K

Top Buyers

1
BlackRock
BlackRock
New York
$490M
2
Vanguard Group
Vanguard Group
Pennsylvania
$544M
3
State Street
State Street
Massachusetts
$356M
4
IAMU
Impax Asset Management (UK)
United Kingdom
$53.8M
5
Asset Management One
Asset Management One
Japan
$11.4M

Top Sellers

1
Credit Agricole
Credit Agricole
France
$533K
2
Renaissance Technologies
Renaissance Technologies
New York
$12.6M
3
Invesco
Invesco
Georgia
$47.3M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
5
Capital World Investors
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
101
Coastline Trust
Rhode Island
$3.16M -$326K -10,150 -9%
M&T Bank
102
M&T Bank
New York
$3.12M -$46.8K -1,456 -1%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$2.95M +$155K +4,814 +6%
PVH
104
Psagot Value Holdings
Israel
$2.94M -$322K -10,000 -10%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.82M +$6.62K +206 +0.2%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$2.73M -$42.3K -1,317 -2%
MSA
107
Mason Street Advisors
Wisconsin
$2.7M +$33.8K +1,052 +1%
MERSOM
108
Municipal Employees' Retirement System of Michigan
Michigan
$2.64M +$20.9K +650 +0.8%
RCM
109
Radnor Capital Management
Pennsylvania
$2.6M +$4.02K +125 +0.2%
Nisa Investment Advisors
110
Nisa Investment Advisors
Missouri
$2.56M – – –
LMGAM
111
Liberty Mutual Group Asset Management
Massachusetts
$2.55M +$113K +3,508 +5%
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$2.41M – – –
ASRS
113
Arizona State Retirement System
Arizona
$2.37M +$3.96K +123 +0.2%
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$2.33M +$192K +5,979 +9%
SOMRS
115
State of Michigan Retirement System
Michigan
$2.32M +$22.5K +700 +1%
DILIC
116
Dai-ichi Life Insurance Company
Japan
$2.31M -$151K -4,691 -6%
UAS
117
United Asset Strategies
New York
$2.3M +$111K +3,459 +5%
GT
118
Glenmede Trust
Pennsylvania
$2.28M -$193K -6,015 -8%
WHRC
119
W.H. Reaves & Co
New Jersey
$2.25M – – –
NIS
120
National Investment Services
Wisconsin
$2.23M +$2.23M +69,353 New
BFA
121
Benedict Financial Advisors
Georgia
$2.23M +$98.4K +3,061 +5%
RJFSA
122
Raymond James Financial Services Advisors
Florida
$2.22M +$266K +8,265 +14%
AIP
123
Ameritas Investment Partners
Nebraska
$2.13M +$121K +3,770 +6%
YIA
124
YHB Investment Advisors
Connecticut
$2.1M +$27.3K +825 +1%
PAG
125
Private Advisor Group
New Jersey
$2.03M -$235K -7,239 -10%
3 4
5
6 7