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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 %
SAM
201
Securian Asset Management
Minnesota
$730K +$21.8K +678 +3%
MCM
202
Manchester Capital Management
Vermont
$727K – – –
SDIC
203
South Dakota Investment Council
South Dakota
$727K +$228K +7,100 +46%
LIM
204
Loudon Investment Management
New Hampshire
$709K – – –
Russell Investments Group
205
Russell Investments Group
United Kingdom
$697K -$105K -3,268 -13%
Mitsubishi UFJ Trust & Banking
206
Mitsubishi UFJ Trust & Banking
Japan
$692K -$34.5K -1,074 -5%
CIC
207
Carnegie Investment Counsel
Ohio
$684K +$570 +18 +0.1%
DADC
208
D.A. Davidson & Co
Montana
$670K -$22.5K -701 -3%
ATC
209
Adirondack Trust Company
New York
$670K -$9.81K -305 -1%
AMI
210
Amica Mutual Insurance
Rhode Island
$668K +$668K +20,767 New
AG
211
Advisor Group
Arizona
$665K +$19.1K +594 +3%
GP
212
Girard Partners
Pennsylvania
$657K +$84.4K +2,625 +15%
CM
213
CoreCommodity Management
Connecticut
$655K -$65.6K -2,039 -9%
JG
214
Jefferies Group
New York
$654K -$476K -14,827 -42%
Cerity Partners
215
Cerity Partners
New York
$649K +$649K +20,194 New
RFS
216
Rockefeller Financial Services
New York
$635K – – –
ST
217
Spinnaker Trust
Maine
$629K -$107K -3,340 -15%
Arrowstreet Capital
218
Arrowstreet Capital
Massachusetts
$624K +$624K +19,400 New
CFN
219
Cordasco Financial Network
Florida
$612K – – –
PIM
220
Penobscot Investment Management
Massachusetts
$610K +$10.6K +330 +2%
PTC
221
Philadelphia Trust Company
Pennsylvania
$602K +$901 +28 +0.1%
BWM
222
Biltmore Wealth Management
Arizona
$600K -$32 -1 -0%
CAM
223
Capstone Asset Management
Texas
$592K -$23.5K -730 -4%
SB
224
Suntrust Banks
Georgia
$590K +$63.6K +1,978 +12%
BTS
225
BB&T Securities
Virginia
$572K -$9.63K -300 -2%
7 8
9
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