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Essential Utilities
WTRG

Overview Fund Activity

486 hedge funds and large institutions have $3.77B invested in Essential Utilities in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 144 increasing their positions, 129 reducing their positions, and 24 closing their positions.

Holders
486
Holders Change
+64
Holders Change %
+15.17%
% of All Funds
11.04%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
90
Increased
144
Reduced
129
Closed
24
Calls
$1.33M
Puts
$1.68M
Net Calls
-$356K
Net Calls Change
-$1.65M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$64.1M
2
Bank of America
2
Bank of America
North Carolina
$37M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$18.6M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$15.9M
5
BlackRock
5
BlackRock
New York
$616M

Top Sellers

1
State Street
1
State Street
Massachusetts
$349M
2
Credit Agricole
2
Credit Agricole
France
$0
3
IAMU
3
Impax Asset Management (UK)
United Kingdom
$70.3M
4
NFA
4
Nationwide Fund Advisors
Ohio
$0
5
Northern Trust
5
Northern Trust
Illinois
$75.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$3.5M 89,226 +25,682 +40%
Victory Capital Management
102
Victory Capital Management
Texas
$3.49M 89,052 +10,003 +13%
PCM
103
Penn Capital Management
Pennsylvania
$3.48M 85,155 +21,643 +34%
MSA
104
Mason Street Advisors
Wisconsin
$3.43M 87,543 -632 -0.7%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.31M 84,249 -112 -0.1%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$3.3M 84,210 +1,605 +2%
ACI
107
AMP Capital Investors
Australia
$3.27M 83,342 +11,930 +17%
RCM
108
Radnor Capital Management
Pennsylvania
$3.17M 80,774 – –
PVH
109
Psagot Value Holdings
Israel
$3.16M 80,500 – –
Renaissance Technologies
110
Renaissance Technologies
New York
$2.97M 75,717 +75,717 New
CT
111
Coastline Trust
Rhode Island
$2.94M 75,050 -2,830 -4%
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$2.94M 75,000 – –
RJFSA
113
Raymond James Financial Services Advisors
Florida
$2.94M 74,970 +3,979 +6%
FTIOP
114
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.93M 74,788 -150 -0.2%
T. Rowe Price Associates
115
T. Rowe Price Associates
Maryland
$2.92M 74,429 -12,030 -14%
IA
116
IndexIQ Advisors
New York
$2.86M 72,913 -29,278 -29%
BFA
117
Benedict Financial Advisors
Georgia
$2.83M 72,077 -532 -0.7%
UAS
118
United Asset Strategies
New York
$2.75M 70,209 +70,209 New
FWIA
119
Fort Washington Investment Advisors
Ohio
$2.71M 69,088 +11,796 +21%
AIP
120
Ameritas Investment Partners
Nebraska
$2.63M 67,048 – –
OPERF
121
Oregon Public Employees Retirement Fund
Oregon
$2.6M 66,193 +719 +1%
YIA
122
YHB Investment Advisors
Connecticut
$2.58M 65,859 +915 +1%
SG Americas Securities
123
SG Americas Securities
New York
$2.54M 64,663 -15,824 -20%
SOMRS
124
State of Michigan Retirement System
Michigan
$2.51M 63,916 -2,900 -4%
DILIC
125
Dai-ichi Life Insurance Company
Japan
$2.51M 63,858 -4,306 -6%
3 4
5
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