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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.

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
1
BlackRock
New York
$490M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$544M
3
State Street
3
State Street
Massachusetts
$356M
4
IAMU
4
Impax Asset Management (UK)
United Kingdom
$53.8M
5
Asset Management One
5
Asset Management One
Japan
$11.4M

Top Sellers

1
Credit Agricole
1
Credit Agricole
France
$533K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$12.6M
3
Invesco
3
Invesco
Georgia
$47.3M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
Capital World Investors
5
Capital World Investors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$544M 16,930,599 +1,095,878 +7%
BlackRock
2
BlackRock
New York
$490M 15,234,276 +14,712,330 +2,819%
State Street
3
State Street
Massachusetts
$356M 11,078,080 +482,723 +5%
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$113M 3,510,875 +223,716 +7%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$84.9M 2,640,998 +109,809 +4%
Northern Trust
6
Northern Trust
Illinois
$66.8M 2,079,057 +182,240 +10%
IAMU
7
Impax Asset Management (UK)
United Kingdom
$53.8M 1,673,172 +349,580 +26%
Invesco
8
Invesco
Georgia
$47.3M 1,472,608 -421,532 -22%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$44.9M 1,397,830 +95,204 +7%
Norges Bank
10
Norges Bank
Norway
$38.1M 1,186,571 -66,938 -5%
Morgan Stanley
11
Morgan Stanley
New York
$34.1M 1,061,950 +99,258 +10%
Principal Financial Group
12
Principal Financial Group
Iowa
$28.5M 887,893 +34,275 +4%
Stifel Financial
13
Stifel Financial
Missouri
$27.6M 861,023 +134,639 +19%
First Trust Advisors
14
First Trust Advisors
Illinois
$26.2M 814,082 +52,770 +7%
Goldman Sachs
15
Goldman Sachs
New York
$24.3M 755,488 -98,128 -11%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$24.2M 752,519 +101,689 +16%
Deutsche Bank
17
Deutsche Bank
Germany
$22.2M 692,026 -120,132 -15%
GF
18
Gabelli Funds
New York
$21.3M 663,291 -8,000 -1%
Charles Schwab
19
Charles Schwab
California
$21.2M 660,171 +44,978 +7%
FAM
20
Fenimore Asset Management
New York
$20.7M 643,213 +196 +0%
GC
21
Guggenheim Capital
Illinois
$20M 622,931 +38,841 +7%
Legal & General Group
22
Legal & General Group
United Kingdom
$19.5M 607,794 +121,405 +25%
RA
23
Royce & Associates
New York
$19M 589,907 – –
PCA
24
Personal Capital Advisors
California
$16.6M 515,657 +57,243 +12%
Ameriprise
25
Ameriprise
Minnesota
$16.6M 515,462 +18,856 +4%
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