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Essential Utilities
WTRG

Overview Fund Activity

506 hedge funds and large institutions have $3.64B invested in Essential Utilities in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 152 increasing their positions, 153 reducing their positions, and 31 closing their positions.

Holders
506
Holders Change
+16
Holders Change %
+3.27%
% of All Funds
11.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
51
Increased
152
Reduced
153
Closed
31
Calls
$2.33M
Puts
$718K
Net Calls
+$1.62M
Net Calls Change
+$2.73M

Top Buyers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$81.8M
2
SG Americas Securities
2
SG Americas Securities
New York
$29.3M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$199M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$679M
5
BlackRock
5
BlackRock
New York
$612M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$46.3M
2
State Street
2
State Street
Massachusetts
$329M
3
Deutsche Bank
3
Deutsche Bank
Germany
$15.3M
4
PCM
4
Penn Capital Management
Pennsylvania
$2.53M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$11.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Treasurer of the State of North Carolina
101
Treasurer of the State of North Carolina
North Carolina
$3.27M 88,680 +32,321 +57%
RCM
102
Radnor Capital Management
Pennsylvania
$3.12M 84,667 +11,250 +15%
Creative Planning
103
Creative Planning
Kansas
$2.94M 79,724 +537 +0.7%
RJFSA
104
Raymond James Financial Services Advisors
Florida
$2.87M 77,840 +1,331 +2%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$2.84M 76,950 +2,732 +4%
Ohio Public Employees Retirement System (OPERS)
106
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.82M 76,541 -756 -1%
FTIOP
107
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.82M 76,304 +325 +0.4%
State of New Jersey Common Pension Fund D
108
State of New Jersey Common Pension Fund D
New Jersey
$2.77M 75,000 – –
T. Rowe Price Associates
109
T. Rowe Price Associates
Maryland
$2.76M 74,801 -14,873 -17%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$2.74M 74,330 +6,890 +10%
BFA
111
Benedict Financial Advisors
Georgia
$2.69M 72,824 +264 +0.4%
AIP
112
Ameritas Investment Partners
Nebraska
$2.59M 70,310 – –
OPERF
113
Oregon Public Employees Retirement Fund
Oregon
$2.58M 69,928 +878 +1%
PCM
114
Penn Capital Management
Pennsylvania
$2.53M 22,598 -46,120 -67%
SOMRS
115
State of Michigan Retirement System
Michigan
$2.43M 65,816 +300 +0.5%
LPL Financial
116
LPL Financial
California
$2.43M 65,714 -245 -0.4%
CT
117
Coastline Trust
Rhode Island
$2.42M 65,513 +190 +0.3%
YIA
118
YHB Investment Advisors
Connecticut
$2.41M 65,330 -844 -1%
LTFS
119
Ladenburg Thalmann Financial Services
Florida
$2.38M 64,721 -1,068 -2%
Man Group
120
Man Group
United Kingdom
$2.36M 63,849 +54,796 +605%
Pacer Advisors
121
Pacer Advisors
Pennsylvania
$2.33M 63,244 +6,969 +12%
GC
122
Guggenheim Capital
Illinois
$2.29M 62,052 -28,147 -31%
TYCC
123
Texas Yale Capital Corp
Florida
$2.23M 60,375 – –
PAG
124
Private Advisor Group
New Jersey
$2.23M 60,374 +16,501 +38%
HPIA
125
Hamilton Point Investment Advisors
North Carolina
$2.22M 60,245 +345 +0.6%
3 4
5
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