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Essential Utilities
WTRG

Overview Fund Activity

486 hedge funds and large institutions have $3.77B invested in Essential Utilities in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 144 increasing their positions, 129 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
+64
Holders Change %
+15.17%
% of All Funds
11.04%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
90
Increased
144
Reduced
129
Closed
24
Calls
$1.33M
Puts
$1.68M
Net Calls
-$356K
Net Calls Change
-$1.65M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$64.1M
2
Bank of America
Bank of America
North Carolina
$37M
3
AAMU
Amundi Asset Management US
Massachusetts
$18.6M
4
Allianz Asset Management
Allianz Asset Management
Germany
$15.9M
5
BlackRock
BlackRock
New York
$616M

Top Sellers

1
State Street
State Street
Massachusetts
$349M
2
Credit Agricole
Credit Agricole
France
$0
3
IAMU
Impax Asset Management (UK)
United Kingdom
$70.3M
4
NFA
Nationwide Fund Advisors
Ohio
$0
5
Northern Trust
Northern Trust
Illinois
$75.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
126
Ladenburg Thalmann Financial Services
Florida
$2.48M -$412K -10,517 -14%
DBG
127
De Burlo Group
Massachusetts
$2.44M +$2.44M +62,100 New
Los Angeles Capital Management
128
Los Angeles Capital Management
California
$2.42M – – –
State of Tennessee, Department of Treasury
129
State of Tennessee, Department of Treasury
Tennessee
$2.39M – – –
TYCC
130
Texas Yale Capital Corp
Florida
$2.39M +$73.6K +1,875 +3%
Teacher Retirement System of Texas
131
Teacher Retirement System of Texas
Texas
$2.39M +$1.82M +46,271 +316%
LPL Financial
132
LPL Financial
California
$2.33M +$639K +16,283 +38%
Neuberger Berman Group
133
Neuberger Berman Group
New York
$2.31M +$755K +19,257 +49%
HPIA
134
Hamilton Point Investment Advisors
North Carolina
$2.26M +$91K +2,320 +4%
GT
135
Glenmede Trust
Pennsylvania
$2.24M -$546K -13,932 -20%
TAM
136
Trillium Asset Management
Massachusetts
$2.12M +$18.1K +461 +0.9%
MERSOM
137
Municipal Employees' Retirement System of Michigan
Michigan
$2.11M – – –
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$2.09M – – –
PAM
139
Panagora Asset Management
Massachusetts
$2.05M +$1.83M +46,734 +850%
LNB
140
Ledyard National Bank
$2.01M +$66.3K +1,690 +3%
MLICM
141
Metropolitan Life Insurance Company (MetLife)
New York
$2M -$4.56M -116,235 -70%
KTC
142
Kistler-Tiffany Companies
Pennsylvania
$1.99M -$26.3K -670 -1%
PA
143
Pinnacle Associates
New York
$1.92M +$1.92M +49,008 New
IC
144
Inverness Counsel
New York
$1.89M -$21K -536 -1%
VOYA Investment Management
145
VOYA Investment Management
Georgia
$1.88M -$72.6K -1,850 -4%
LMGAM
146
Liberty Mutual Group Asset Management
Massachusetts
$1.77M -$276K -7,042 -14%
LSERS
147
Louisiana State Employees Retirement System
Louisiana
$1.77M -$94.1K -2,400 -5%
SLA
148
Silver Lake Advisory
Utah
$1.73M -$20.1K -512 -1%
NMERB
149
New Mexico Educational Retirement Board
New Mexico
$1.73M +$1.73M +44,000 New
WSFS
150
Wilmington Savings Fund Society
Delaware
$1.7M -$2.03M -51,663 -54%
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