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Essential Utilities
WTRG

Overview Fund Activity

486 hedge funds and large institutions have $3.77B invested in Essential Utilities in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 144 increasing their positions, 129 reducing their positions, and 24 closing their positions.

Holders
486
Holders Change
+64
Holders Change %
+15.17%
% of All Funds
11.04%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
90
Increased
144
Reduced
129
Closed
24
Calls
$1.33M
Puts
$1.68M
Net Calls
-$356K
Net Calls Change
-$1.65M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$64.1M
2
Bank of America
2
Bank of America
North Carolina
$37M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$18.6M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$15.9M
5
BlackRock
5
BlackRock
New York
$616M

Top Sellers

1
State Street
1
State Street
Massachusetts
$349M
2
Credit Agricole
2
Credit Agricole
France
$0
3
IAMU
3
Impax Asset Management (UK)
United Kingdom
$70.3M
4
NFA
4
Nationwide Fund Advisors
Ohio
$0
5
Northern Trust
5
Northern Trust
Illinois
$75.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$696M 17,736,686 +271,697 +2%
BlackRock
2
BlackRock
New York
$616M 15,709,669 +312,765 +2%
State Street
3
State Street
Massachusetts
$349M 8,906,867 -1,035,020 -10%
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$181M 4,608,049 +180,801 +4%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$104M 2,650,286 -44,868 -2%
Northern Trust
6
Northern Trust
Illinois
$75.3M 1,919,661 -145,260 -7%
IAMU
7
Impax Asset Management (UK)
United Kingdom
$70.3M 1,792,380 -311,033 -15%
AllianceBernstein
8
AllianceBernstein
Tennessee
$64.1M 1,634,841 +1,471,060 +898%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$60.2M 1,535,047 +36,814 +2%
Deutsche Bank
10
Deutsche Bank
Germany
$55.9M 1,425,331 +101,922 +8%
Norges Bank
11
Norges Bank
Norway
$54.8M 1,396,528 +28,232 +2%
Invesco
12
Invesco
Georgia
$53.3M 1,358,761 -119,242 -8%
Morgan Stanley
13
Morgan Stanley
New York
$40.9M 1,043,850 -62,233 -6%
Stifel Financial
14
Stifel Financial
Missouri
$40M 1,021,072 +24,249 +2%
Principal Financial Group
15
Principal Financial Group
Iowa
$39.3M 1,001,024 +888 +0.1%
Bank of America
16
Bank of America
North Carolina
$37M 944,416 +623,535 +194%
First Trust Advisors
17
First Trust Advisors
Illinois
$34M 867,039 +6,512 +0.8%
Charles Schwab
18
Charles Schwab
California
$31.4M 799,949 +51,249 +7%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$29.8M 760,732 -51,219 -6%
Legal & General Group
20
Legal & General Group
United Kingdom
$29.7M 757,226 +48,776 +7%
Goldman Sachs
21
Goldman Sachs
New York
$29.6M 755,669 +7,741 +1%
GC
22
Guggenheim Capital
Illinois
$27.4M 699,469 +5,515 +0.8%
GF
23
Gabelli Funds
New York
$25.7M 655,291 -5,000 -0.8%
FAM
24
Fenimore Asset Management
New York
$25M 636,688 -4,825 -0.8%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$24.9M 634,654 +255,504 +67%
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