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Essential Utilities
WTRG

Overview Fund Activity

520 hedge funds and large institutions have $3.22B invested in Essential Utilities in 2018 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 165 increasing their positions, 143 reducing their positions, and 70 closing their positions.

Holders
520
Holders Change
+14
Holders Change %
+2.77%
% of All Funds
11.6%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
89
Increased
165
Reduced
143
Closed
70
Calls
$995K
Puts
$1.5M
Net Calls
-$508K
Net Calls Change
-$2.12M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$650M
2
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$92.1M
3
BlackRock
3
BlackRock
New York
$582M
4
Prudential Financial
4
Prudential Financial
New Jersey
$17.9M
5
CC
5
Carlson Capital
Texas
$11.7M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$25.8M
2
WG
2
Winton Group
United Kingdom
$0
3
KCM
3
Kennedy Capital Management
Missouri
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$15.4M
5
NIMI
5
Natixis Investment Managers International
France
$0
Name Market Value Shares Shares
Change 		Shares
Change %
M&T Bank
101
M&T Bank
New York
$3.34M 97,579 -989 -1%
FTC
102
Farmers Trust Company
Ohio
$3.3M 96,628 +393 +0.4%
SBL
103
Sargent Bickham Lagudis
Colorado
$3.22M 94,020 +2,497 +3%
MSA
104
Mason Street Advisors
Wisconsin
$3.19M 93,205 +1,827 +2%
CFB
105
Cullen/Frost Bankers
Texas
$3.03M 88,638 -4,701 -5%
FNC
106
First National Corp
Massachusetts
$3.02M 88,289 +88,289 New
T. Rowe Price Associates
107
T. Rowe Price Associates
Maryland
$2.99M 87,370 +12,569 +17%
RCM
108
Radnor Capital Management
Pennsylvania
$2.94M 85,917 +1,250 +1%
Creative Planning
109
Creative Planning
Kansas
$2.74M 80,151 +427 +0.5%
FTIOP
110
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.7M 79,054 +2,750 +4%
LTFS
111
Ladenburg Thalmann Financial Services
Florida
$2.65M 78,290 +13,569 +21%
FBT
112
First Bankers Trust
Kentucky
$2.65M 77,350 +36,665 +90%
PCM
113
Penn Capital Management
Pennsylvania
$2.57M 25,387 +2,789 +12%
State of New Jersey Common Pension Fund D
114
State of New Jersey Common Pension Fund D
New Jersey
$2.56M 75,000 – –
BFA
115
Benedict Financial Advisors
Georgia
$2.51M 73,466 +642 +0.9%
LPL Financial
116
LPL Financial
California
$2.51M 73,357 +7,643 +12%
YIA
117
YHB Investment Advisors
Connecticut
$2.43M 71,093 +5,763 +9%
AIP
118
Ameritas Investment Partners
Nebraska
$2.42M 70,645 +335 +0.5%
OPERF
119
Oregon Public Employees Retirement Fund
Oregon
$2.39M 69,928 – –
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$2.33M 68,301 -6,029 -8%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$2.32M 67,948 +58,334 +607%
PAG
122
Private Advisor Group
New Jersey
$2.24M 65,451 +5,077 +8%
CT
123
Coastline Trust
Rhode Island
$2.23M 65,273 -240 -0.4%
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$2.22M 65,063 +22,143 +52%
CCA
125
Catalyst Capital Advisors
New York
$2.21M 64,700 +64,700 New
3 4
5
6 7