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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.

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
1
Vanguard Group
Pennsylvania
$580M
2
State Street
2
State Street
Massachusetts
$330M
3
WG
3
Winton Group
United Kingdom
$6.92M
4
BlackRock
4
BlackRock
New York
$511M
5
Norges Bank
5
Norges Bank
Norway
$45.4M

Top Sellers

1
WAM
1
Water Asset Management
New York
$0
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$0
3
Asset Management One
3
Asset Management One
Japan
$771K
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$12.6M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$2.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$580M 17,464,989 +256,984 +1%
BlackRock
2
BlackRock
New York
$511M 15,396,904 +208,303 +1%
State Street
3
State Street
Massachusetts
$330M 9,941,887 +209,082 +2%
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$147M 4,427,248 +180,667 +4%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$89.5M 2,695,154 +13,501 +0.5%
IAMU
6
Impax Asset Management (UK)
United Kingdom
$69.8M 2,103,413 +137,582 +7%
Northern Trust
7
Northern Trust
Illinois
$68.5M 2,064,921 -17,242 -0.8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$49.7M 1,498,233 +43,699 +3%
Invesco
9
Invesco
Georgia
$49.1M 1,478,003 -96,329 -6%
Norges Bank
10
Norges Bank
Norway
$45.4M 1,368,296 +200,822 +17%
Deutsche Bank
11
Deutsche Bank
Germany
$43.9M 1,323,409 +127,105 +11%
Morgan Stanley
12
Morgan Stanley
New York
$36.7M 1,106,083 +134,844 +14%
Principal Financial Group
13
Principal Financial Group
Iowa
$33.2M 1,000,136 +8,898 +0.9%
Stifel Financial
14
Stifel Financial
Missouri
$33M 996,823 +80,705 +9%
First Trust Advisors
15
First Trust Advisors
Illinois
$28.6M 860,527 -19,846 -2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$26.9M 811,951 +9,849 +1%
Charles Schwab
17
Charles Schwab
California
$24.9M 748,700 +33,154 +5%
Goldman Sachs
18
Goldman Sachs
New York
$24.8M 747,928 +55,542 +8%
Legal & General Group
19
Legal & General Group
United Kingdom
$23.5M 708,450 +51,072 +8%
GC
20
Guggenheim Capital
Illinois
$23M 693,954 +19,088 +3%
GF
21
Gabelli Funds
New York
$21.9M 660,291 -2,000 -0.3%
FAM
22
Fenimore Asset Management
New York
$21.3M 641,513 -675 -0.1%
PCA
23
Personal Capital Advisors
California
$19M 572,512 +22,210 +4%
Credit Agricole
24
Credit Agricole
France
$19M 571,727 +48 +0%
RA
25
Royce & Associates
New York
$17.9M 539,758 -29,349 -5%
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