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Essential Utilities
WTRG

Overview Fund Activity

490 hedge funds and large institutions have $3.43B invested in Essential Utilities in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 159 increasing their positions, 150 reducing their positions, and 32 closing their positions.

Holders
490
Holders Change
+10
Holders Change %
+2.08%
% of All Funds
11.23%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
45
Increased
159
Reduced
150
Closed
32
Calls
$1.19M
Puts
$2.31M
Net Calls
-$1.12M
Net Calls Change
+$771K

Top Buyers

1
Invesco
1
Invesco
Georgia
$75.7M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$638M
3
BlackRock
3
BlackRock
New York
$577M
4
Goldman Sachs
4
Goldman Sachs
New York
$21.1M
5
Millennium Management
5
Millennium Management
New York
$5.47M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$3.17M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$2.18M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$178M
4
State Street
4
State Street
Massachusetts
$321M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Federated Hermes
101
Federated Hermes
Pennsylvania
$3.12M 88,668 -1,533 -2%
DILIC
102
Dai-ichi Life Insurance Company
Japan
$2.8M 79,492 +10,711 +16%
Creative Planning
103
Creative Planning
Kansas
$2.79M 79,187 +301 +0.4%
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.72M 77,297 -3,855 -5%
RJFSA
105
Raymond James Financial Services Advisors
Florida
$2.69M 76,509 -603 -0.8%
FTIOP
106
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.67M 75,979 -50 -0.1%
WHRC
107
W.H. Reaves & Co
New Jersey
$2.64M 75,000 -105,860 -59%
State of New Jersey Common Pension Fund D
108
State of New Jersey Common Pension Fund D
New Jersey
$2.64M 75,000 – –
IA
109
IndexIQ Advisors
New York
$2.63M 74,604 -46,927 -39%
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$2.61M 74,218 +11,384 +18%
RCM
111
Radnor Capital Management
Pennsylvania
$2.58M 73,417 -6,875 -9%
BFA
112
Benedict Financial Advisors
Georgia
$2.55M 72,560 +341 +0.5%
PCM
113
Penn Capital Management
Pennsylvania
$2.51M 68,718 -15,823 -19%
AIP
114
Ameritas Investment Partners
Nebraska
$2.47M 70,310 -538 -0.8%
OPERF
115
Oregon Public Employees Retirement Fund
Oregon
$2.43M 69,050 +2,416 +4%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$2.37M 67,440 -5,512 -8%
YIA
117
YHB Investment Advisors
Connecticut
$2.33M 66,174 -970 -1%
LPL Financial
118
LPL Financial
California
$2.32M 65,959 -4,469 -6%
SOMRS
119
State of Michigan Retirement System
Michigan
$2.31M 65,516 +700 +1%
CT
120
Coastline Trust
Rhode Island
$2.3M 65,323 +505 +0.8%
LTFS
121
Ladenburg Thalmann Financial Services
Florida
$2.23M 65,789 – –
Los Angeles Capital Management
122
Los Angeles Capital Management
California
$2.19M 62,257 -3,500 -5%
Barclays
123
Barclays
United Kingdom
$2.18M 62,068 +19,863 +47%
Renaissance Technologies
124
Renaissance Technologies
New York
$2.18M 62,017 -484,000 -89%
State of Tennessee, Department of Treasury
125
State of Tennessee, Department of Treasury
Tennessee
$2.15M 61,000 – –
3 4
5
6 7