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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 %
LIM
201
Loudon Investment Management
New Hampshire
$732K – – –
TBA
202
Tower Bridge Advisors
Pennsylvania
$727K -$79.7K -2,402 -10%
BTS
203
BB&T Securities
Virginia
$719K +$5.87K +177 +0.8%
TA
204
Tiedemann Advisors
New York
$717K +$717K +21,589 New
PIM
205
Penobscot Investment Management
Massachusetts
$701K +$49.8K +1,500 +8%
DADC
206
D.A. Davidson & Co
Montana
$691K +$18.5K +557 +3%
AMI
207
Amica Mutual Insurance
Rhode Island
$689K – – –
Mitsubishi UFJ Trust & Banking
208
Mitsubishi UFJ Trust & Banking
Japan
$684K -$16.7K -504 -2%
WAP
209
Wealthcare Advisory Partners
Pennsylvania
$680K +$680K +20,478 New
JWM
210
Jackson Wealth Management
Florida
$679K +$160K +4,636 +31%
Cerity Partners
211
Cerity Partners
New York
$673K +$673K +20,270 New
RFS
212
Rockefeller Financial Services
New York
$656K – – –
HTC
213
Haverford Trust Company
Pennsylvania
$649K – – –
BI
214
Boulegeris Investments
Georgia
$637K +$48.1K +1,450 +8%
CFN
215
Cordasco Financial Network
Florida
$632K – – –
CGH
216
Crossmark Global Holdings
Texas
$632K +$632K +19,029 New
DTL
217
Dynamic Technology Lab
Singapore
$626K +$626K +18,861 New
CIC
218
Cornercap Investment Counsel
Georgia
$618K +$618K +18,632 New
SB
219
Suntrust Banks
Georgia
$612K -$1.83K -55 -0.3%
TAM
220
Tyers Asset Management
Texas
$611K +$58.6K +1,764 +11%
MUAMU
221
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$600K – – –
PTC
222
Philadelphia Trust Company
Pennsylvania
$588K -$33.2K -1,000 -5%
ST
223
Smithfield Trust
Pennsylvania
$569K – – –
WF
224
Welch & Forbes
Massachusetts
$557K – – –
CPP
225
Crow Point Partners
Massachusetts
$556K +$556K +16,748 New
7 8
9
10 11