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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 %
SLG
176
Stanley-Laman Group
Pennsylvania
$931K +$59.1K +1,781 +7%
CHAM
177
Clear Harbor Asset Management
Connecticut
$922K +$38.2K +1,150 +4%
Public Employees Retirement Association of Colorado
178
Public Employees Retirement Association of Colorado
Colorado
$918K – – –
FNB
179
Farmers National Bank
Kentucky
$902K -$112K -3,377 -11%
Barclays
180
Barclays
United Kingdom
$891K -$19.1K -576 -2%
BC
181
Blackhill Capital
New Jersey
$864K – – –
COPPSERS
182
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$860K -$133 -4 -0%
Envestnet Asset Management
183
Envestnet Asset Management
Illinois
$859K -$8.67K -261 -1%
AP
184
AHL Partners
United Kingdom
$858K -$95.4K -2,872 -10%
CYG
185
Clean Yield Group
Vermont
$858K – – –
ZIG
186
Zurich Insurance Group
Switzerland
$850K – – –
SAM
187
Shell Asset Management
Netherlands
$816K – – –
KeyBank National Association
188
KeyBank National Association
Ohio
$807K +$33K +995 +4%
ERIM
189
Eagle Ridge Investment Management
Connecticut
$806K +$806K +24,296 New
RIL
190
Rothschild Investment LLC
Illinois
$794K -$116K -3,500 -13%
CIC
191
Carnegie Investment Counsel
Ohio
$778K +$683 +19 +0.1%
KLI
192
Kelman-Lazarov Inc
Tennessee
$776K – – –
Asset Management One
193
Asset Management One
Japan
$771K -$12.4M -372,802 -94%
NMIMC
194
Northwestern Mutual Investment Management Company
Wisconsin
$771K -$243K -7,332 -24%
MCM
195
Manchester Capital Management
Vermont
$750K – – –
SDIC
196
South Dakota Investment Council
South Dakota
$750K – – –
AG
197
Advisor Group
Arizona
$749K +$34.7K +1,046 +5%
SAM
198
Securian Asset Management
Minnesota
$744K – – –
FCM
199
Flinton Capital Management
Pennsylvania
$742K +$71.2K +2,142 +11%
GP
200
Girard Partners
Pennsylvania
$734K -$37.7K -1,136 -5%
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8
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