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Essential Utilities
WTRG

Overview Fund Activity

506 hedge funds and large institutions have $3.64B invested in Essential Utilities in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 152 increasing their positions, 153 reducing their positions, and 31 closing their positions.

Holders
506
Holders Change
+16
Holders Change %
+3.27%
% of All Funds
11.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
51
Increased
152
Reduced
153
Closed
31
Calls
$2.33M
Puts
$718K
Net Calls
+$1.62M
Net Calls Change
+$2.73M

Top Buyers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$81.8M
2
SG Americas Securities
2
SG Americas Securities
New York
$29.3M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$199M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$679M
5
BlackRock
5
BlackRock
New York
$612M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$46.3M
2
State Street
2
State Street
Massachusetts
$329M
3
Deutsche Bank
3
Deutsche Bank
Germany
$15.3M
4
PCM
4
Penn Capital Management
Pennsylvania
$2.53M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$11.2M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
201
Truvestments Capital
Florida
$860K 23,301 +1,350 +6%
ERIM
202
Eagle Ridge Investment Management
Connecticut
$849K 23,006 -350 -1%
KeyBank National Association
203
KeyBank National Association
Ohio
$845K 22,897 – –
PTC
204
Philadelphia Trust Company
Pennsylvania
$837K 22,673 +2,413 +12%
MCM
205
Manchester Capital Management
Vermont
$834K 22,599 – –
LIM
206
Loudon Investment Management
New Hampshire
$814K 22,052 – –
SAM
207
Securian Asset Management
Minnesota
$804K 21,785 -325 -1%
TBA
208
Tower Bridge Advisors
Pennsylvania
$791K 21,437 +625 +3%
DADC
209
D.A. Davidson & Co
Montana
$791K 21,449 +25 +0.1%
NA
210
Neuburgh Advisers
California
$785K 21,274 +2,970 +16%
Mitsubishi UFJ Trust & Banking
211
Mitsubishi UFJ Trust & Banking
Japan
$778K 21,073 -1,034 -5%
Teacher Retirement System of Texas
212
Teacher Retirement System of Texas
Texas
$773K 20,950 -15,105 -42%
SPIA
213
Steward Partners Investment Advisory
New York
$757K 20,504 -399 -2%
NIS
214
National Investment Services
Wisconsin
$753K 20,400 +7,065 +53%
MCM
215
Murphy Capital Management
New Jersey
$750K 20,347 +2,210 +12%
Citigroup
216
Citigroup
New York
$749K 20,328 -9,484 -32%
EM
217
ELCO Management
New York
$744K 20,160 +305 +2%
WAP
218
Wealthcare Advisory Partners
Pennsylvania
$740K 20,059 +1 +0%
MSS
219
Mitchell Sinkler & Starr
Pennsylvania
$733K 19,860 -2,000 -9%
CGH
220
Crossmark Global Holdings
Texas
$710K 19,229 +2,030 +12%
SDIC
221
South Dakota Investment Council
South Dakota
$697K 18,900 – –
SB
222
Suntrust Banks
Georgia
$695K 18,830 -7,538 -29%
SOADOR
223
State of Alaska Department of Revenue
Alaska
$684K 18,539 -1,006 -5%
TRCT
224
Tower Research Capital (TRC)
New York
$678K 18,383 +12,974 +240%
BIA
225
Bigelow Investment Advisors
Maine
$632K 17,138 -62 -0.4%
7 8
9
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