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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$679M 18,400,307 +256,460 +1%
BlackRock
2
BlackRock
New York
$612M 16,595,537 +189,040 +1%
State Street
3
State Street
Massachusetts
$329M 8,910,172 -216,605 -2%
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$199M 5,395,134 +334,623 +7%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$96.5M 2,614,754 +9,236 +0.4%
Impax Asset Management Group
6
Impax Asset Management Group
United Kingdom
$81.8M 2,217,422 +2,217,422 New
Invesco
7
Invesco
Georgia
$79.7M 2,159,867 +8,781 +0.4%
Northern Trust
8
Northern Trust
Illinois
$76.4M 2,071,217 -59,592 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$61.3M 1,659,906 +27,881 +2%
Norges Bank
10
Norges Bank
Norway
$51.1M 1,383,528 – –
AllianceBernstein
11
AllianceBernstein
Tennessee
$46.3M 1,254,818 -422,848 -25%
Stifel Financial
12
Stifel Financial
Missouri
$39.9M 1,081,948 +11,435 +1%
First Trust Advisors
13
First Trust Advisors
Illinois
$35.8M 970,220 +52,641 +6%
Principal Financial Group
14
Principal Financial Group
Iowa
$35.3M 957,886 +9,351 +1%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$34.8M 944,220 +11,934 +1%
Charles Schwab
16
Charles Schwab
California
$34.3M 929,499 +62,335 +7%
Legal & General Group
17
Legal & General Group
United Kingdom
$33.6M 910,927 -6,923 -0.8%
Allianz Asset Management
18
Allianz Asset Management
Germany
$32M 867,301 +42,945 +5%
Morgan Stanley
19
Morgan Stanley
New York
$30.3M 821,928 -27,351 -3%
SG Americas Securities
20
SG Americas Securities
New York
$29.3M 795,275 +695,935 +701%
AAMU
21
Amundi Asset Management US
Massachusetts
$28.7M 778,200 +25,091 +3%
Goldman Sachs
22
Goldman Sachs
New York
$28.2M 764,190 +164,702 +27%
Bank of America
23
Bank of America
North Carolina
$27.1M 733,320 -91,561 -11%
KBC Group
24
KBC Group
Belgium
$26.3M 711,926 – –
PCA
25
Personal Capital Advisors
California
$25.6M 693,055 +27,375 +4%
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