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Essential Utilities
WTRG

Overview Fund Activity

537 hedge funds and large institutions have $3.87B invested in Essential Utilities in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 185 increasing their positions, 149 reducing their positions, and 38 closing their positions.

Holders
537
Holders Change
+17
Holders Change %
+3.27%
% of All Funds
11.64%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
60
Increased
185
Reduced
149
Closed
38
Calls
$1.84M
Puts
$19.7M
Net Calls
-$17.8M
Net Calls Change
-$17.3M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$114M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$31.2M
3
Bank of America
3
Bank of America
North Carolina
$52.8M
4
State Street
4
State Street
Massachusetts
$346M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$17.7M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$573K
2
CC
2
Carlson Capital
Texas
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.6M
4
LM
4
Luminus Management
Texas
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$91K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$704M 19,310,248 +300,717 +2%
BlackRock
2
BlackRock
New York
$625M 17,157,997 +140,328 +0.8%
State Street
3
State Street
Massachusetts
$346M 9,485,490 +762,117 +9%
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$180M 4,930,800 -185,904 -4%
Norges Bank
5
Norges Bank
Norway
$114M 3,133,528 +1,750,000 +126%
Invesco
6
Invesco
Georgia
$98.6M 2,706,851 +304,002 +13%
Impax Asset Management Group
7
Impax Asset Management Group
United Kingdom
$97.7M 2,681,648 -12,172 -0.5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$93.8M 2,574,871 +41,940 +2%
Northern Trust
9
Northern Trust
Illinois
$76.1M 2,087,330 +88,778 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$67.7M 1,858,945 +97,697 +6%
AAMU
11
Amundi Asset Management US
Massachusetts
$63.6M 1,745,986 +311,577 +22%
Bank of America
12
Bank of America
North Carolina
$52.8M 1,449,088 +796,590 +122%
Stifel Financial
13
Stifel Financial
Missouri
$45.6M 1,253,922 +85,567 +7%
AllianceBernstein
14
AllianceBernstein
Tennessee
$43.4M 1,190,708 +434,741 +58%
First Trust Advisors
15
First Trust Advisors
Illinois
$42M 1,152,580 +129,782 +13%
Charles Schwab
16
Charles Schwab
California
$37.4M 1,027,498 +74,788 +8%
Legal & General Group
17
Legal & General Group
United Kingdom
$37.1M 1,018,764 +68,384 +7%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$36.1M 990,072 +12,532 +1%
Principal Financial Group
19
Principal Financial Group
Iowa
$34.3M 941,778 -19,113 -2%
Nordea Investment Management
20
Nordea Investment Management
Sweden
$31.2M 856,669 +856,662 +12,238,029%
Allianz Asset Management
21
Allianz Asset Management
Germany
$31.2M 855,030 -244 -0%
Morgan Stanley
22
Morgan Stanley
New York
$29.2M 802,017 -5,341 -0.7%
PCA
23
Personal Capital Advisors
California
$27.6M 757,653 +36,160 +5%
FAM
24
Fenimore Asset Management
New York
$24.1M 661,818 -8,567 -1%
KBC Group
25
KBC Group
Belgium
$23.5M 644,550 +47,747 +8%
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