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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 %
IA
176
Independence Advisors
Pennsylvania
$973K -$537K -16,699 -36%
NA
177
NewEdge Advisors
Louisiana
$924K +$250K +7,699 +37%
VRS
178
Virginia Retirement Systems
Virginia
$919K +$919K +28,600 New
OAM
179
Oxford Asset Management
United Kingdom
$908K +$908K +28,251 New
AB
180
Amalgamated Bank
New York
$905K +$26.6K +828 +3%
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$891K -$9.62K -299 -1%
SAM
182
Shell Asset Management
Netherlands
$878K -$58.7K -1,824 -6%
CYG
183
Clean Yield Group
Vermont
$860K – – –
SAM
184
Shamrock Asset Management
Texas
$858K -$7.3K -227 -0.8%
CHAM
185
Clear Harbor Asset Management
Connecticut
$851K +$11.3K +350 +1%
RIL
186
Rothschild Investment LLC
Illinois
$849K +$4.47K +139 +0.5%
Envestnet Asset Management
187
Envestnet Asset Management
Illinois
$842K +$50.9K +1,584 +6%
BC
188
Blackhill Capital
New Jersey
$837K – – –
SLG
189
Stanley-Laman Group
Pennsylvania
$836K -$21.1K -655 -2%
COPPSERS
190
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$833K -$10.8K -337 -1%
ZIG
191
Zurich Insurance Group
Switzerland
$823K +$823K +25,600 New
Pacer Advisors
192
Pacer Advisors
Pennsylvania
$803K +$129K +4,020 +19%
Squarepoint
193
Squarepoint
New York
$799K +$799K +24,849 New
PWM
194
Perigon Wealth Management
California
$798K +$76.9K +2,393 +11%
Two Sigma Advisers
195
Two Sigma Advisers
New York
$797K -$2.65M -82,454 -77%
KLI
196
Kelman-Lazarov Inc
Tennessee
$788K – – –
TBA
197
Tower Bridge Advisors
Pennsylvania
$782K -$16.1K -501 -2%
SCM
198
Stevens Capital Management
Pennsylvania
$769K -$884K -27,477 -53%
LNB
199
Ledyard National Bank
$758K +$663K +20,640 +702%
KeyBank National Association
200
KeyBank National Association
Ohio
$750K -$28.9K -899 -4%
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