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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 %
AG
201
Advisor Group
Arizona
$717K +$26.6K +799 +4%
BTS
202
BB&T Securities
Virginia
$715K +$122K +3,674 +21%
Mitsubishi UFJ Trust & Banking
203
Mitsubishi UFJ Trust & Banking
Japan
$703K -$14.2K -425 -2%
AMI
204
Amica Mutual Insurance
Rhode Island
$692K – – –
CM
205
CoreCommodity Management
Connecticut
$687K +$8.69K +261 +1%
PP
206
Paloma Partners
Connecticut
$685K +$685K +20,570 New
DADC
207
D.A. Davidson & Co
Montana
$674K -$19.3K -581 -3%
FCM
208
Flinton Capital Management
Pennsylvania
$673K +$249K +7,480 +59%
RFS
209
Rockefeller Financial Services
New York
$658K – – –
PIM
210
Penobscot Investment Management
Massachusetts
$653K +$21.3K +640 +3%
ST
211
Spinnaker Trust
Maine
$651K – – –
HTC
212
Haverford Trust Company
Pennsylvania
$651K +$274K +8,242 +73%
CFN
213
Cordasco Financial Network
Florida
$634K – – –
PTC
214
Philadelphia Trust Company
Pennsylvania
$623K – – –
SB
215
Suntrust Banks
Georgia
$616K +$5.13K +154 +0.8%
CAM
216
Capstone Asset Management
Texas
$613K – – –
MUAMU
217
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$603K +$603K +18,100 New
BI
218
Boulegeris Investments
Georgia
$591K +$115K +3,450 +24%
ST
219
Smithfield Trust
Pennsylvania
$571K – – –
IA
220
IndexIQ Advisors
New York
$567K +$266K +7,985 +88%
WF
221
Welch & Forbes
Massachusetts
$559K -$466 -14 -0.1%
TAM
222
Tyers Asset Management
Texas
$554K +$205K +6,160 +59%
Two Sigma Advisers
223
Two Sigma Advisers
New York
$549K -$276K -8,300 -33%
FTC
224
Farmers Trust Company
Ohio
$535K -$8.87K -266 -2%
FMT
225
First Mercantile Trust
Tennessee
$524K -$621K -18,667 -54%
7 8
9
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