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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 %
WSFS
126
Wilmington Savings Fund Society
Delaware
$2.18M 63,654 +11,910 +23%
SOMRS
127
State of Michigan Retirement System
Michigan
$2.17M 63,416 -2,400 -4%
Holocene Advisors
128
Holocene Advisors
New York
$2.15M 62,795 +36,903 +143%
GC
129
Guggenheim Capital
Illinois
$2.13M 62,267 +215 +0.3%
State of Tennessee, Department of Treasury
130
State of Tennessee, Department of Treasury
Tennessee
$2.13M 62,156 +2,575 +4%
HPIA
131
Hamilton Point Investment Advisors
North Carolina
$2.11M 61,723 +1,478 +2%
TYCC
132
Texas Yale Capital Corp
Florida
$2.09M 60,988 +613 +1%
TAM
133
Trillium Asset Management
Massachusetts
$2.03M 59,370 +2,173 +4%
CRC
134
Curi RMB Capital
Illinois
$1.96M 57,200 +57,200 New
FWIA
135
Fort Washington Investment Advisors
Ohio
$1.93M 56,292 -257 -0.5%
Federated Hermes
136
Federated Hermes
Pennsylvania
$1.91M 55,891 -2,709 -5%
LNB
137
Ledyard National Bank
$1.88M 54,881 +2,050 +4%
Rafferty Asset Management
138
Rafferty Asset Management
New York
$1.86M 54,513 +54,513 New
Nisa Investment Advisors
139
Nisa Investment Advisors
Missouri
$1.82M 53,150 – –
EGM
140
Engineers Gate Manager
New York
$1.79M 52,431 +52,431 New
MLICM
141
Metropolitan Life Insurance Company (MetLife)
New York
$1.74M 50,942 +164 +0.3%
Arrowstreet Capital
142
Arrowstreet Capital
Massachusetts
$1.73M 50,700 +50,700 New
MHI
143
Miller Howard Investments
New York
$1.68M 49,198 -800 -2%
CM
144
CoreCommodity Management
Connecticut
$1.65M 48,371 +7,407 +18%
VRS
145
Virginia Retirement Systems
Virginia
$1.62M 47,500 +47,500 New
LSERS
146
Louisiana State Employees Retirement System
Louisiana
$1.61M 47,200 -1,500 -3%
SLA
147
Silver Lake Advisory
Utah
$1.58M 46,262 +527 +1%
Jacobs Levy Equity Management
148
Jacobs Levy Equity Management
New Jersey
$1.55M 45,200 +35,280 +356%
RB
149
Rodgers Brothers
Pennsylvania
$1.53M 44,781 +5 +0%
TA
150
TFG Advisers
Michigan
$1.51M 44,303 +44,303 New
4 5
6
7 8