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Essential Utilities
WTRG

Overview Fund Activity

520 hedge funds and large institutions have $3.22B invested in Essential Utilities in 2018 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 165 increasing their positions, 143 reducing their positions, and 70 closing their positions.

Holders
520
Holders Change
+14
Holders Change %
+2.77%
% of All Funds
11.6%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
89
Increased
165
Reduced
143
Closed
70
Calls
$995K
Puts
$1.5M
Net Calls
-$508K
Net Calls Change
-$2.12M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$650M
2
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$92.1M
3
BlackRock
3
BlackRock
New York
$582M
4
Prudential Financial
4
Prudential Financial
New Jersey
$17.9M
5
CC
5
Carlson Capital
Texas
$11.7M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$25.8M
2
WG
2
Winton Group
United Kingdom
$0
3
KCM
3
Kennedy Capital Management
Missouri
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$15.4M
5
NIMI
5
Natixis Investment Managers International
France
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SLG
176
Stanley-Laman Group
Pennsylvania
$1.11M 32,354 +996 +3%
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$1.1M 32,140 +4,217 +15%
IA
178
Independence Advisors
Pennsylvania
$1.1M 32,062 +1 +0%
William Blair Investment Management
179
William Blair Investment Management
Illinois
$1.09M 32,009 +4,682 +17%
AG
180
Advisor Group
Arizona
$1.08M 31,502 +443 +1%
COPPSERS
181
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.07M 31,224 -4,923 -14%
FANJ
182
Financial Architects (New Jersey)
New Jersey
$1.05M 30,770 – –
N
183
Natixis
France
$1.04M 30,543 +30,543 New
TRSOTSOK
184
Teachers Retirement System of the State of Kentucky
Kentucky
$1.04M 30,516 – –
CHAM
185
Clear Harbor Asset Management
Connecticut
$1.04M 30,373 +2,605 +9%
TAM
186
Tyers Asset Management
Texas
$1.03M 30,156 +3,080 +11%
H
187
HoyleCohen
California
$1.02M 29,685 -75 -0.3%
FPFS
188
First Personal Financial Services
North Carolina
$1.01M 29,642 -4,437 -13%
US Bancorp
189
US Bancorp
Minnesota
$1.01M 29,436 -4,357 -13%
EAM
190
Erste Asset Management
Austria
$1.01M 30,000 +30,000 New
Public Employees Retirement Association of Colorado
191
Public Employees Retirement Association of Colorado
Colorado
$977K 28,564 -75 -0.3%
SOADOR
192
State of Alaska Department of Revenue
Alaska
$968K 28,329 +9,790 +53%
JIM
193
Jupiter Investment Management
United Kingdom
$968K 28,314 +28,314 New
JG
194
Jefferies Group
New York
$963K 28,160 +20,922 +289%
Envestnet Asset Management
195
Envestnet Asset Management
Illinois
$962K 28,138 +28,138 New
GWCM
196
Godshalk Welsh Capital Management
Pennsylvania
$959K 28,054 -1,056 -4%
PP
197
Paloma Partners
Connecticut
$957K 27,977 +27,977 New
GIP
198
Granite Investment Partners
California
$955K 27,933 +27,933 New
BCM
199
BlueCrest Capital Management
Jersey
$951K 27,807 +27,807 New
William Blair & Company
200
William Blair & Company
Illinois
$947K 27,697 – –
6 7
8
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