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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 %
TAM
201
Tyers Asset Management
Texas
$819K 23,296 +1,204 +5%
CIC
202
Carnegie Investment Counsel
Ohio
$807K 21,683 +18 +0.1%
KeyBank National Association
203
KeyBank National Association
Ohio
$806K 22,897 – –
KLI
204
Kelman-Lazarov Inc
Tennessee
$796K 22,618 – –
MCM
205
Manchester Capital Management
Vermont
$795K 22,599 – –
LIM
206
Loudon Investment Management
New Hampshire
$778K 22,052 – –
Mitsubishi UFJ Trust & Banking
207
Mitsubishi UFJ Trust & Banking
Japan
$778K 22,107 +271 +1%
SAM
208
Securian Asset Management
Minnesota
$778K 22,110 +324 +1%
TC
209
Truvestments Capital
Florida
$772K 21,951 +21,951 New
MSS
210
Mitchell Sinkler & Starr
Pennsylvania
$769K 21,860 -6,157 -22%
BI
211
Boulegeris Investments
Georgia
$760K 21,600 +701 +3%
DADC
212
D.A. Davidson & Co
Montana
$754K 21,424 +720 +3%
SPIA
213
Steward Partners Investment Advisory
New York
$735K 20,903 +12,024 +135%
RCM
214
Riverhead Capital Management
Delaware
$733K 20,850 +1,100 +6%
TBA
215
Tower Bridge Advisors
Pennsylvania
$732K 20,812 – –
PTC
216
Philadelphia Trust Company
Pennsylvania
$713K 20,260 +2,713 +15%
WAP
217
Wealthcare Advisory Partners
Pennsylvania
$706K 20,058 +2 +0%
CFN
218
Cordasco Financial Network
Florida
$706K 20,056 +958 +5%
EM
219
ELCO Management
New York
$699K 19,855 -4,670 -19%
SOADOR
220
State of Alaska Department of Revenue
Alaska
$687K 19,545 +5,570 +40%
HTC
221
Haverford Trust Company
Pennsylvania
$678K 19,280 -1,250 -6%
FNB
222
Farmers National Bank
Kentucky
$677K 19,236 -3,352 -15%
SDIC
223
South Dakota Investment Council
South Dakota
$665K 18,900 – –
GP
224
Girard Partners
Pennsylvania
$657K 18,685 +18,685 New
GCP
225
GSA Capital Partners
United Kingdom
$655K 18,626 +18,626 New
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