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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$638M 18,143,847 +402,268 +2%
BlackRock
2
BlackRock
New York
$577M 16,406,497 +319,413 +2%
State Street
3
State Street
Massachusetts
$321M 9,126,777 -162,725 -2%
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$178M 5,060,511 -263,056 -5%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$91.7M 2,605,518 -17,759 -0.7%
Invesco
6
Invesco
Georgia
$75.7M 2,151,086 +442,747 +26%
Northern Trust
7
Northern Trust
Illinois
$75M 2,130,809 +59,370 +3%
IAMU
8
Impax Asset Management (UK)
United Kingdom
$74.6M 2,119,113 +6,531 +0.3%
AllianceBernstein
9
AllianceBernstein
Tennessee
$59M 1,677,666 +6,788 +0.4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$57.4M 1,632,025 +77,891 +5%
Norges Bank
11
Norges Bank
Norway
$48.7M 1,383,528 -13,000 -0.9%
Stifel Financial
12
Stifel Financial
Missouri
$37.6M 1,070,513 -17,926 -2%
Principal Financial Group
13
Principal Financial Group
Iowa
$33.4M 948,535 -25,885 -3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$32.8M 932,286 +50,799 +6%
Legal & General Group
15
Legal & General Group
United Kingdom
$32.3M 917,850 +83,174 +10%
First Trust Advisors
16
First Trust Advisors
Illinois
$32.3M 917,579 -65,342 -7%
Charles Schwab
17
Charles Schwab
California
$30.5M 867,164 +31,279 +4%
Morgan Stanley
18
Morgan Stanley
New York
$29.9M 849,279 -147,446 -15%
Bank of America
19
Bank of America
North Carolina
$29M 824,881 -92,770 -10%
Allianz Asset Management
20
Allianz Asset Management
Germany
$29M 824,356 +4,501 +0.5%
AAMU
21
Amundi Asset Management US
Massachusetts
$26.5M 753,109 -19,431 -3%
KBC Group
22
KBC Group
Belgium
$25M 711,926 +104,427 +17%
FAM
23
Fenimore Asset Management
New York
$24.2M 687,870 +54,150 +9%
PCA
24
Personal Capital Advisors
California
$23.4M 665,680 +40,643 +7%
GF
25
Gabelli Funds
New York
$21.8M 618,941 -36,450 -6%
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