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Essential Utilities
WTRG

Overview Fund Activity

520 hedge funds and large institutions have $3.22B invested in Essential Utilities in 2018 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 165 increasing their positions, 143 reducing their positions, and 70 closing their positions.

Holders
520
Holders Change
+14
Holders Change %
+2.77%
% of All Funds
11.6%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
89
Increased
165
Reduced
143
Closed
70
Calls
$995K
Puts
$1.5M
Net Calls
-$508K
Net Calls Change
-$2.12M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$650M
2
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$92.1M
3
BlackRock
3
BlackRock
New York
$582M
4
Prudential Financial
4
Prudential Financial
New Jersey
$17.9M
5
CC
5
Carlson Capital
Texas
$11.7M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$25.8M
2
WG
2
Winton Group
United Kingdom
$0
3
KCM
3
Kennedy Capital Management
Missouri
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$15.4M
5
NIMI
5
Natixis Investment Managers International
France
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$650M 19,009,531 +609,224 +3%
BlackRock
2
BlackRock
New York
$582M 17,017,669 +422,132 +3%
State Street
3
State Street
Massachusetts
$298M 8,723,373 -186,799 -2%
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$92.1M 2,693,820 +476,398 +21%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$86.6M 2,532,931 -81,823 -3%
Invesco
6
Invesco
Georgia
$82.2M 2,402,849 +242,982 +11%
Northern Trust
7
Northern Trust
Illinois
$68.3M 1,998,552 -72,665 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$60.2M 1,761,248 +101,342 +6%
Norges Bank
9
Norges Bank
Norway
$47.3M 1,383,528 – –
Stifel Financial
10
Stifel Financial
Missouri
$39.9M 1,168,355 +86,407 +8%
First Trust Advisors
11
First Trust Advisors
Illinois
$35M 1,022,798 +52,578 +5%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$33.4M 977,540 +33,320 +4%
Principal Financial Group
13
Principal Financial Group
Iowa
$32.9M 960,891 +3,005 +0.3%
Charles Schwab
14
Charles Schwab
California
$32.6M 952,710 +23,211 +2%
Legal & General Group
15
Legal & General Group
United Kingdom
$32.5M 950,380 +39,453 +4%
Allianz Asset Management
16
Allianz Asset Management
Germany
$29.2M 855,274 -12,027 -1%
Morgan Stanley
17
Morgan Stanley
New York
$27.6M 807,358 -14,570 -2%
AllianceBernstein
18
AllianceBernstein
Tennessee
$25.8M 755,967 -498,851 -40%
SG Americas Securities
19
SG Americas Securities
New York
$25M 730,926 -64,349 -8%
PCA
20
Personal Capital Advisors
California
$24.7M 721,493 +28,438 +4%
FAM
21
Fenimore Asset Management
New York
$22.9M 670,385 -14,455 -2%
Bank of America
22
Bank of America
North Carolina
$22.3M 652,498 -80,822 -11%
GF
23
Gabelli Funds
New York
$21.1M 615,941 -1,000 -0.2%
KBC Group
24
KBC Group
Belgium
$20.4M 596,803 -115,123 -16%
Prudential Financial
25
Prudential Financial
New Jersey
$17.9M 523,879 +370,102 +241%
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