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Essential Utilities
WTRG

Overview Fund Activity

411 hedge funds and large institutions have $3.06B invested in Essential Utilities in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 147 increasing their positions, 128 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-15
Holders Change %
-3.52%
% of All Funds
10.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
19
Increased
147
Reduced
128
Closed
30
Calls
$1.89M
Puts
$1.39M
Net Calls
+$498K
Net Calls Change
+$1.36M

Top Buyers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$139M
2
Credit Agricole
2
Credit Agricole
France
$19M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$17.8M
4
Deutsche Bank
4
Deutsche Bank
Germany
$39.8M
5
IAMU
5
Impax Asset Management (UK)
United Kingdom
$65.5M

Top Sellers

1
State Street
1
State Street
Massachusetts
$324M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
LM
3
Luminus Management
Texas
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
DP
5
Dearborn Partners
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LNB
151
Ledyard National Bank
$1.29M +$501K +15,055 +64%
CAM
152
Chesapeake Asset Management
New York
$1.25M – – –
TRSOTSOK
153
Teachers Retirement System of the State of Kentucky
Kentucky
$1.24M -$93.3K -2,800 -7%
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$1.22M +$76.2K +2,290 +7%
Creative Planning
155
Creative Planning
Kansas
$1.2M +$71.1K +2,134 +6%
MSS
156
Mitchell Sinkler & Starr
Pennsylvania
$1.2M -$83.3K -2,500 -7%
State of Wisconsin Investment Board
157
State of Wisconsin Investment Board
Wisconsin
$1.18M +$333 +10 +0%
US Bancorp
158
US Bancorp
Minnesota
$1.18M – – –
AB
159
Amalgamated Bank
New York
$1.16M +$227K +6,819 +24%
SIAP
160
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.16M +$73.1K +2,197 +7%
CBT
161
Capital Bank & Trust
California
$1.16M +$1.16M +34,837 New
WSCM
162
Wellington Shields Capital Management
New York
$1.15M – – –
VRS
163
Virginia Retirement Systems
Virginia
$1.14M +$190K +5,700 +20%
PA
164
Profund Advisors
Maryland
$1.12M -$107K -3,199 -9%
FANJ
165
Financial Architects (New Jersey)
New Jersey
$1.11M +$16.6K +500 +2%
GWCM
166
Godshalk Welsh Capital Management
Pennsylvania
$1.09M +$8.32K +250 +0.8%
URS
167
Utah Retirement Systems
Utah
$1.08M +$6.66K +200 +0.6%
RB
168
Rodgers Brothers
Pennsylvania
$1.08M -$8.32K -250 -0.8%
ISL
169
Ingalls & Snyder LLC
New York
$1.07M – – –
NA
170
NewEdge Advisors
Louisiana
$1.05M +$122K +3,736 +13%
FNB
171
Farmers National Bank
Kentucky
$1.02M -$56.4K -1,692 -5%
NMIMC
172
Northwestern Mutual Investment Management Company
Wisconsin
$1.02M -$300 -9 -0%
IA
173
Independence Advisors
Pennsylvania
$1.01M +$1.1K +33 +0.1%
TFA
174
Toth Financial Advisory
Virginia
$1.01M -$33.9K -1,019 -3%
AP
175
AHL Partners
United Kingdom
$956K -$893K -26,828 -48%
5 6
7
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