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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 %
Pacer Advisors
176
Pacer Advisors
Pennsylvania
$927K +$95.3K +2,860 +11%
Public Employees Retirement Association of Colorado
177
Public Employees Retirement Association of Colorado
Colorado
$921K -$1.2K -36 -0.1%
Barclays
178
Barclays
United Kingdom
$913K -$1.02M -30,490 -53%
RIL
179
Rothschild Investment LLC
Illinois
$913K +$33.3K +1,000 +4%
SLG
180
Stanley-Laman Group
Pennsylvania
$874K +$8.49K +255 +1%
CHAM
181
Clear Harbor Asset Management
Connecticut
$871K +$4.91K +150 +0.6%
Envestnet Asset Management
182
Envestnet Asset Management
Illinois
$870K -$2.77K -83 -0.3%
BC
183
Blackhill Capital
New Jersey
$867K – – –
COPPSERS
184
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$863K -$33 -1 -0%
ZIG
185
Zurich Insurance Group
Switzerland
$852K – – –
CYG
186
Clean Yield Group
Vermont
$842K -$29.3K -900 -3%
William Blair & Company
187
William Blair & Company
Illinois
$832K +$832K +24,996 New
SAM
188
Shell Asset Management
Netherlands
$819K -$90.4K -2,715 -10%
CO
189
Caldwell & Orkin
Georgia
$813K -$606K -18,200 -43%
Russell Investments Group
190
Russell Investments Group
United Kingdom
$810K +$88.2K +2,650 +12%
TBA
191
Tower Bridge Advisors
Pennsylvania
$810K – – –
PWM
192
Perigon Wealth Management
California
$808K -$19K -570 -2%
KLI
193
Kelman-Lazarov Inc
Tennessee
$778K -$37.8K -1,137 -5%
KeyBank National Association
194
KeyBank National Association
Ohio
$777K – – –
GP
195
Girard Partners
Pennsylvania
$774K +$93.3K +2,802 +14%
MCM
196
Manchester Capital Management
Vermont
$753K – – –
SDIC
197
South Dakota Investment Council
South Dakota
$753K – – –
SAM
198
Securian Asset Management
Minnesota
$747K -$9.96K -299 -1%
LIM
199
Loudon Investment Management
New Hampshire
$734K – – –
CIC
200
Carnegie Investment Counsel
Ohio
$727K +$572 +17 +0.1%
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8
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