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Essential Utilities
WTRG

Overview Fund Activity

422 hedge funds and large institutions have $3.1B invested in Essential Utilities in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 149 increasing their positions, 98 reducing their positions, and 21 closing their positions.

Holders
422
Holders Change
+11
Holders Change %
+2.68%
% of All Funds
10.54%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
36
Increased
149
Reduced
98
Closed
21
Calls
$1.71M
Puts
$418K
Net Calls
+$1.29M
Net Calls Change
+$794K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$580M
2
State Street
2
State Street
Massachusetts
$330M
3
WG
3
Winton Group
United Kingdom
$6.92M
4
BlackRock
4
BlackRock
New York
$511M
5
Norges Bank
5
Norges Bank
Norway
$45.4M

Top Sellers

1
WAM
1
Water Asset Management
New York
$0
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$0
3
Asset Management One
3
Asset Management One
Japan
$771K
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$12.6M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$2.05M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
101
T. Rowe Price Associates
Maryland
$2.87M 86,459 -5,470 -6%
Ohio Public Employees Retirement System (OPERS)
102
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.8M 84,361 -318 -0.4%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$2.74M 82,605 -2,154 -3%
RCM
104
Radnor Capital Management
Pennsylvania
$2.69M 80,774 – –
PVH
105
Psagot Value Holdings
Israel
$2.67M 80,500 – –
SG Americas Securities
106
SG Americas Securities
New York
$2.67M 80,487 -2,297 -3%
ST
107
Spinnaker Trust
Maine
$2.66M 80,094 +60,534 +309%
Victory Capital Management
108
Victory Capital Management
Texas
$2.62M 79,049 +17,674 +29%
CT
109
Coastline Trust
Rhode Island
$2.59M 77,880 -16,662 -18%
NIMI
110
Natixis Investment Managers International
France
$2.56M 77,193 +8,282 +12%
State of New Jersey Common Pension Fund D
111
State of New Jersey Common Pension Fund D
New Jersey
$2.49M 75,000 – –
FTIOP
112
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.49M 74,938 – –
LTFS
113
Ladenburg Thalmann Financial Services
Florida
$2.45M 73,759 +560 +0.8%
BFA
114
Benedict Financial Advisors
Georgia
$2.41M 72,609 +1,729 +2%
ACI
115
AMP Capital Investors
Australia
$2.37M 71,412 +5,200 +8%
GT
116
Glenmede Trust
Pennsylvania
$2.36M 71,137 +61 +0.1%
RJFSA
117
Raymond James Financial Services Advisors
Florida
$2.36M 70,991 +3,391 +5%
PAG
118
Private Advisor Group
New Jersey
$2.27M 66,132 +1,852 +3%
DILIC
119
Dai-ichi Life Insurance Company
Japan
$2.26M 68,164 -1,506 -2%
AIP
120
Ameritas Investment Partners
Nebraska
$2.24M 67,048 – –
SOMRS
121
State of Michigan Retirement System
Michigan
$2.22M 66,816 -6,400 -9%
PCM
122
Penn Capital Management
Pennsylvania
$2.2M 63,512 +63,512 New
NIS
123
National Investment Services
Wisconsin
$2.18M 65,536 -197 -0.3%
OPERF
124
Oregon Public Employees Retirement Fund
Oregon
$2.17M 65,474 +207 +0.3%
YIA
125
YHB Investment Advisors
Connecticut
$2.16M 64,944 -7,773 -11%
3 4
5
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