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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 %
Thrivent Financial for Lutherans
151
Thrivent Financial for Lutherans
Minnesota
$1.3M +$89.7K +2,706 +7%
NA
152
NewEdge Advisors
Louisiana
$1.27M +$165K +4,811 +15%
CAM
153
Chesapeake Asset Management
New York
$1.25M – – –
TRSOTSOK
154
Teachers Retirement System of the State of Kentucky
Kentucky
$1.24M – – –
State of Wisconsin Investment Board
155
State of Wisconsin Investment Board
Wisconsin
$1.2M +$27.3K +823 +2%
US Bancorp
156
US Bancorp
Minnesota
$1.2M +$23.3K +701 +2%
MSS
157
Mitchell Sinkler & Starr
Pennsylvania
$1.19M – – –
Creative Planning
158
Creative Planning
Kansas
$1.19M -$4.71K -142 -0.4%
Cambridge Investment Research Advisors
159
Cambridge Investment Research Advisors
Iowa
$1.19M -$118K -3,549 -9%
SIAP
160
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.16M – – –
CBT
161
Capital Bank & Trust
California
$1.16M – – –
WSCM
162
Wellington Shields Capital Management
New York
$1.15M – – –
AB
163
Amalgamated Bank
New York
$1.13M -$34.4K -1,035 -3%
FANJ
164
Financial Architects (New Jersey)
New Jersey
$1.11M -$4.18K -126 -0.4%
PA
165
Profund Advisors
Maryland
$1.1M -$16K -481 -1%
URS
166
Utah Retirement Systems
Utah
$1.08M – – –
RB
167
Rodgers Brothers
Pennsylvania
$1.08M – – –
ISL
168
Ingalls & Snyder LLC
New York
$1.07M – – –
IA
169
Independence Advisors
Pennsylvania
$1.06M +$58.1K +1,751 +6%
GWCM
170
Godshalk Welsh Capital Management
Pennsylvania
$1.04M -$47.3K -1,425 -4%
Pacer Advisors
171
Pacer Advisors
Pennsylvania
$1.03M +$106K +3,184 +11%
VRS
172
Virginia Retirement Systems
Virginia
$1.03M -$113K -3,400 -10%
JG
173
Jefferies Group
New York
$1.01M +$636K +19,147 +171%
TFA
174
Toth Financial Advisory
Virginia
$971K -$30.7K -924 -3%
William Blair & Company
175
William Blair & Company
Illinois
$969K +$139K +4,188 +17%
5 6
7
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