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Essential Utilities
WTRG

Overview Fund Activity

426 hedge funds and large institutions have $2.92B invested in Essential Utilities in 2017 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 136 increasing their positions, 137 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-6
Holders Change %
-1.39%
% of All Funds
10.62%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
44
Increased
136
Reduced
137
Closed
41
Calls
$1.16M
Puts
$2.02M
Net Calls
-$858K
Net Calls Change
-$234K

Top Buyers

1
BlackRock
BlackRock
New York
$490M
2
Vanguard Group
Vanguard Group
Pennsylvania
$544M
3
State Street
State Street
Massachusetts
$356M
4
IAMU
Impax Asset Management (UK)
United Kingdom
$53.8M
5
Asset Management One
Asset Management One
Japan
$11.4M

Top Sellers

1
Credit Agricole
Credit Agricole
France
$533K
2
Renaissance Technologies
Renaissance Technologies
New York
$12.6M
3
Invesco
Invesco
Georgia
$47.3M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
5
Capital World Investors
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
151
Highbridge Capital Management
New York
$1.3M +$1.3M +40,526 New
Neuberger Berman Group
152
Neuberger Berman Group
New York
$1.29M -$451K -14,020 -26%
TRSOTSOK
153
Teachers Retirement System of the State of Kentucky
Kentucky
$1.29M -$128K -3,990 -9%
HighTower Advisors
154
HighTower Advisors
Illinois
$1.24M +$68.7K +2,140 +6%
MSS
155
Mitchell Sinkler & Starr
Pennsylvania
$1.24M -$446K -13,875 -27%
CAM
156
Chesapeake Asset Management
New York
$1.21M – – –
PA
157
Profund Advisors
Maryland
$1.18M -$124K -3,869 -10%
State of Wisconsin Investment Board
158
State of Wisconsin Investment Board
Wisconsin
$1.14M -$1.97M -61,305 -63%
US Bancorp
159
US Bancorp
Minnesota
$1.14M -$55.6K -1,730 -5%
CGT
160
Capital Guardian Trust
California
$1.12M -$121K -3,750 -10%
WSCM
161
Wellington Shields Capital Management
New York
$1.11M – – –
FMT
162
First Mercantile Trust
Tennessee
$1.11M -$43.6K -1,357 -4%
Thrivent Financial for Lutherans
163
Thrivent Financial for Lutherans
Minnesota
$1.1M +$104K +3,230 +10%
WSFS
164
Wilmington Savings Fund Society
Delaware
$1.1M -$356K -11,055 -24%
Creative Planning
165
Creative Planning
Kansas
$1.09M -$217K -6,734 -17%
AL
166
Agran Libbie
California
$1.07M -$19.3K -600 -2%
FANJ
167
Financial Architects (New Jersey)
New Jersey
$1.06M +$20.2K +627 +2%
SIAP
168
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.05M +$19.3K +600 +2%
RB
169
Rodgers Brothers
Pennsylvania
$1.05M -$24.1K -750 -2%
GWCM
170
Godshalk Welsh Capital Management
Pennsylvania
$1.04M +$16.1K +500 +2%
URS
171
Utah Retirement Systems
Utah
$1.04M +$3.22K +100 +0.3%
FNB
172
Farmers National Bank
Kentucky
$1.04M -$114K -3,532 -10%
ISL
173
Ingalls & Snyder LLC
New York
$1.04M -$29.8K -928 -3%
TFA
174
Toth Financial Advisory
Virginia
$1M -$9.55K -297 -0.9%
NMIMC
175
Northwestern Mutual Investment Management Company
Wisconsin
$983K +$450 +14 +0%
5 6
7
8 9