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Essential Utilities
WTRG

Overview Fund Activity

422 hedge funds and large institutions have $3.1B invested in Essential Utilities in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 149 increasing their positions, 98 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+11
Holders Change %
+2.68%
% of All Funds
10.54%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
36
Increased
149
Reduced
98
Closed
21
Calls
$1.71M
Puts
$418K
Net Calls
+$1.29M
Net Calls Change
+$794K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$580M
2
State Street
State Street
Massachusetts
$330M
3
WG
Winton Group
United Kingdom
$6.92M
4
BlackRock
BlackRock
New York
$511M
5
Norges Bank
Norges Bank
Norway
$45.4M

Top Sellers

1
WAM
Water Asset Management
New York
$0
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$0
3
Asset Management One
Asset Management One
Japan
$771K
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$12.6M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$2.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$2.11M -$293K -8,815 -12%
SCM
127
Stevens Capital Management
Pennsylvania
$2.06M +$2.06M +61,924 New
Los Angeles Capital Management
128
Los Angeles Capital Management
California
$2.05M -$3.79M -114,280 -65%
State of Tennessee, Department of Treasury
129
State of Tennessee, Department of Treasury
Tennessee
$2.03M – – –
TYCC
130
Texas Yale Capital Corp
Florida
$1.96M – – –
Russell Investments Group
131
Russell Investments Group
United Kingdom
$1.92M +$1.11M +33,450 +138%
FWIA
132
Fort Washington Investment Advisors
Ohio
$1.9M -$54.8K -1,650 -3%
HPIA
133
Hamilton Point Investment Advisors
North Carolina
$1.83M +$18.6K +561 +1%
MERSOM
134
Municipal Employees' Retirement System of Michigan
Michigan
$1.78M -$492K -14,820 -22%
TAM
135
Trillium Asset Management
Massachusetts
$1.78M +$28.1K +846 +2%
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$1.76M – – –
LMGAM
137
Liberty Mutual Group Asset Management
Massachusetts
$1.73M -$480K -14,462 -22%
Citadel Advisors
138
Citadel Advisors
Florida
$1.72M +$1.26K +38 +0.1%
Macquarie Group
139
Macquarie Group
Australia
$1.71M +$183K +5,500 +12%
KTC
140
Kistler-Tiffany Companies
Pennsylvania
$1.7M +$1.34M +40,496 +375%
VOYA Investment Management
141
VOYA Investment Management
Georgia
$1.66M – – –
LNB
142
Ledyard National Bank
$1.64M +$359K +10,820 +28%
IC
143
Inverness Counsel
New York
$1.61M -$72.2K -2,175 -4%
TAM
144
TPH Asset Management
Texas
$1.61M -$189K -5,680 -10%
LSERS
145
Louisiana State Employees Retirement System
Louisiana
$1.57M +$36.5K +1,100 +2%
SLA
146
Silver Lake Advisory
Utah
$1.48M -$102K -3,086 -6%
LPL Financial
147
LPL Financial
California
$1.43M +$2.22K +67 +0.2%
FBT
148
First Bankers Trust
Kentucky
$1.39M +$2.39K +72 +0.2%
HighTower Advisors
149
HighTower Advisors
Illinois
$1.35M +$6.78K +205 +0.5%
Neuberger Berman Group
150
Neuberger Berman Group
New York
$1.31M -$22.1K -665 -2%
4 5
6
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