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Essential Utilities
WTRG

Overview Fund Activity

490 hedge funds and large institutions have $3.43B invested in Essential Utilities in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 159 increasing their positions, 150 reducing their positions, and 32 closing their positions.

Holders
490
Holders Change
+10
Holders Change %
+2.08%
% of All Funds
11.23%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
45
Increased
159
Reduced
150
Closed
32
Calls
$1.19M
Puts
$2.31M
Net Calls
-$1.12M
Net Calls Change
+$771K

Top Buyers

1
Invesco
1
Invesco
Georgia
$75.7M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$638M
3
BlackRock
3
BlackRock
New York
$577M
4
Goldman Sachs
4
Goldman Sachs
New York
$21.1M
5
Millennium Management
5
Millennium Management
New York
$5.47M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$3.17M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$2.18M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$178M
4
State Street
4
State Street
Massachusetts
$321M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
176
Citigroup
New York
$1.05M 29,812 +13,868 +87%
H
177
HoyleCohen
California
$1.05M 29,760 -590 -2%
Public Employees Retirement Association of Colorado
178
Public Employees Retirement Association of Colorado
Colorado
$1.01M 28,672 -137 -0.5%
PA
179
Profund Advisors
Maryland
$1.01M 28,614 -1,362 -5%
FCM
180
Flinton Capital Management
Pennsylvania
$995K 28,288 +1,462 +5%
USAA
181
United Services Automobile Association
Texas
$987K 28,052 +768 +3%
Macquarie Group
182
Macquarie Group
Australia
$978K 27,800 -4,500 -14%
CHAM
183
Clear Harbor Asset Management
Connecticut
$977K 27,768 – –
William Blair & Company
184
William Blair & Company
Illinois
$974K 27,697 -348 -1%
AG
185
Advisor Group
Arizona
$961K 27,284 +226 +0.8%
ISL
186
Ingalls & Snyder LLC
New York
$957K 27,201 -4,640 -15%
Asset Management One
187
Asset Management One
Japan
$956K 27,101 +2,911 +12%
DBG
188
De Burlo Group
Massachusetts
$932K 26,500 – –
SB
189
Suntrust Banks
Georgia
$928K 26,368 -8,202 -24%
BC
190
Blackhill Capital
New Jersey
$916K 26,041 – –
SEI Investments
191
SEI Investments
Pennsylvania
$909K 25,839 +1,283 +5%
FPFS
192
First Personal Financial Services
North Carolina
$898K 25,524 +6,395 +33%
XK
193
Xact Kapitalforvaltning
Sweden
$857K 24,367 +4,300 +21%
CYG
194
Clean Yield Group
Vermont
$853K 24,241 – –
RIL
195
Rothschild Investment LLC
Illinois
$848K 24,100 – –
THWM
196
Taylor Hoffman Wealth Management
Virginia
$837K 23,803 -116 -0.5%
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$826K 23,473 – –
ERIM
198
Eagle Ridge Investment Management
Connecticut
$822K 23,356 -70 -0.3%
PIM
199
Penobscot Investment Management
Massachusetts
$822K 23,375 – –
TD Asset Management
200
TD Asset Management
Ontario, Canada
$821K 23,327 -400 -2%
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8
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