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Essential Utilities
WTRG

Overview Fund Activity

480 hedge funds and large institutions have $3.34B invested in Essential Utilities in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 159 increasing their positions, 146 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
-6
Holders Change %
-1.23%
% of All Funds
11.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
43
Increased
159
Reduced
146
Closed
43
Calls
$691K
Puts
$2.58M
Net Calls
-$1.89M
Net Calls Change
-$1.53M

Top Buyers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
$181M
2
Renaissance Technologies
Renaissance Technologies
New York
$18.6M
3
Allianz Asset Management
Allianz Asset Management
Germany
$27.9M
4
State Street
State Street
Massachusetts
$316M
5
BlackRock
BlackRock
New York
$548M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$22M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$2.34M
3
Goldman Sachs
Goldman Sachs
New York
$13.7M
4
Millennium Management
Millennium Management
New York
$0
5
California Public Employees Retirement System
California Public Employees Retirement System
California
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHI
101
Miller Howard Investments
New York
$3.22M -$162K -4,761 -5%
ACI
102
AMP Capital Investors
Australia
$3.2M +$400K +11,916 +14%
SBL
103
Sargent Bickham Lagudis
Colorado
$3.14M -$175K -5,143 -5%
Nordea Investment Management
104
Nordea Investment Management
Sweden
$3.09M +$3.09M +90,605 New
Federated Hermes
105
Federated Hermes
Pennsylvania
$3.07M -$93.6K -2,747 -3%
MSA
106
Mason Street Advisors
Wisconsin
$3.04M +$59.1K +1,735 +2%
PCM
107
Penn Capital Management
Pennsylvania
$3M -$21.8K -614 -0.7%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.76M -$105K -3,097 -4%
RCM
109
Radnor Capital Management
Pennsylvania
$2.74M -$16.4K -482 -0.6%
Creative Planning
110
Creative Planning
Kansas
$2.69M +$1.55M +45,462 +136%
RJFSA
111
Raymond James Financial Services Advisors
Florida
$2.63M +$72.9K +2,142 +3%
FTIOP
112
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.59M +$42.3K +1,241 +2%
State of New Jersey Common Pension Fund D
113
State of New Jersey Common Pension Fund D
New Jersey
$2.56M – – –
T. Rowe Price Associates
114
T. Rowe Price Associates
Maryland
$2.55M +$10.6K +310 +0.4%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$2.48M -$383K -11,258 -13%
BFA
116
Benedict Financial Advisors
Georgia
$2.46M +$4.84K +142 +0.2%
AIP
117
Ameritas Investment Partners
Nebraska
$2.41M +$129K +3,800 +6%
LPL Financial
118
LPL Financial
California
$2.4M +$375K +11,000 +19%
DILIC
119
Dai-ichi Life Insurance Company
Japan
$2.34M +$168K +4,923 +8%
Lord, Abbett & Co
120
Lord, Abbett & Co
New Jersey
$2.34M -$19.3M -565,954 -89%
YIA
121
YHB Investment Advisors
Connecticut
$2.29M +$43.8K +1,285 +2%
OPERF
122
Oregon Public Employees Retirement Fund
Oregon
$2.27M +$15K +441 +0.7%
GT
123
Glenmede Trust
Pennsylvania
$2.24M – – –
Los Angeles Capital Management
124
Los Angeles Capital Management
California
$2.24M +$135K +3,960 +6%
LTFS
125
Ladenburg Thalmann Financial Services
Florida
$2.23M +$86.2K +2,547 +4%
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