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Essential Utilities
WTRG

Overview Fund Activity

537 hedge funds and large institutions have $3.87B invested in Essential Utilities in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 185 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
+17
Holders Change %
+3.27%
% of All Funds
11.64%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
60
Increased
185
Reduced
149
Closed
38
Calls
$1.84M
Puts
$19.7M
Net Calls
-$17.8M
Net Calls Change
-$17.3M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$114M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$31.2M
3
Bank of America
Bank of America
North Carolina
$52.8M
4
State Street
State Street
Massachusetts
$346M
5
Two Sigma Investments
Two Sigma Investments
New York
$17.7M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
$573K
2
CC
Carlson Capital
Texas
$0
3
Renaissance Technologies
Renaissance Technologies
New York
$1.6M
4
LM
Luminus Management
Texas
$0
5
Marshall Wace
Marshall Wace
United Kingdom
$91K
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
101
Two Sigma Advisers
New York
$3.49M +$2.91M +79,800 +497%
SCA
102
Secor Capital Advisors
New York
$3.46M +$3.46M +94,861 New
MSA
103
Mason Street Advisors
Wisconsin
$3.45M +$55.7K +1,528 +2%
SBL
104
Sargent Bickham Lagudis
Colorado
$3.44M +$10.1K +276 +0.3%
LTFS
105
Ladenburg Thalmann Financial Services
Florida
$3.42M +$578K +15,897 +20%
CFB
106
Cullen/Frost Bankers
Texas
$3.36M +$132K +3,635 +4%
T. Rowe Price Associates
107
T. Rowe Price Associates
Maryland
$3.19M +$5.1K +140 +0.2%
FNC
108
First National Corp
Massachusetts
$3.18M -$33.3K -914 -1%
RCM
109
Radnor Capital Management
Pennsylvania
$3.16M +$25.5K +700 +0.8%
GC
110
Guggenheim Capital
Illinois
$3.13M +$865K +23,736 +38%
FTIOP
111
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.03M +$152K +4,175 +5%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$3.02M -$859K -23,567 -22%
Creative Planning
113
Creative Planning
Kansas
$2.86M -$57.1K -1,568 -2%
LPL Financial
114
LPL Financial
California
$2.82M +$146K +3,996 +5%
State of New Jersey Common Pension Fund D
115
State of New Jersey Common Pension Fund D
New Jersey
$2.73M – – –
BFA
116
Benedict Financial Advisors
Georgia
$2.68M +$3.21K +88 +0.1%
AIP
117
Ameritas Investment Partners
Nebraska
$2.61M +$39.2K +1,077 +2%
JG
118
Jefferies Group
New York
$2.59M +$1.56M +42,928 +152%
OPERF
119
Oregon Public Employees Retirement Fund
Oregon
$2.59M +$40.2K +1,103 +2%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$2.58M +$92.8K +2,547 +4%
PCM
121
Penn Capital Management
Pennsylvania
$2.57M +$1.65M +45,234 +178%
PAG
122
Private Advisor Group
New Jersey
$2.56M +$170K +4,675 +7%
YIA
123
YHB Investment Advisors
Connecticut
$2.53M -$56.5K -1,550 -2%
CT
124
Coastline Trust
Rhode Island
$2.38M +$5.47K +150 +0.2%
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$2.32M +$956K +26,231 +70%
3 4
5
6 7