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Essential Utilities
WTRG

Overview Fund Activity

343 hedge funds and large institutions have $2.13B invested in Essential Utilities in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 129 increasing their positions, 110 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+6
Holders Change %
+1.78%
% of All Funds
9.15%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
25
Increased
129
Reduced
110
Closed
17
Calls
$1.2M
Puts
$497K
Net Calls
+$704K
Net Calls Change
-$954K

Top Buyers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$141M
2
MHI
2
Miller Howard Investments
New York
$8.49M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$340M
4
Canada Life
4
Canada Life
Manitoba, Canada
$6.32M
5
BIT
5
BlackRock Institutional Trust
California
$133M

Top Sellers

1
State Street
1
State Street
Massachusetts
$252M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$1.35M
3
QI
3
Qualcomm Inc
California
$2.26M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$15.2M
5
RS
5
Robeco Schweiz
Switzerland
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
226
Thrivent Financial for Lutherans
Minnesota
$387K +$5.28K +200 +1%
CCC
227
Chelsea Counsel Company
California
$378K – – –
FAAS
228
First Allied Advisory Services
California
$376K -$19.6K -743 -5%
WAM
229
World Asset Management
Michigan
$368K -$2.79K -106 -0.8%
PAM
230
Princeton Alpha Management
New Jersey
$366K +$160K +6,085 +78%
WCM
231
Wealthcare Capital Management
Virginia
$364K +$364K +13,826 New
TCT
232
TIAA CREF Trust
Missouri
$357K +$357K +13,545 New
BP
233
BBR Partners
New York
$352K – – –
GP
234
Girard Partners
Pennsylvania
$344K +$21.1K +802 +7%
Walleye Trading
235
Walleye Trading
New York
$338K +$338K +12,820 New
SAM
236
Shamrock Asset Management
Texas
$336K +$326K +12,368 +3,246%
1SB
237
1ST Source Bank
Indiana
$333K – – –
RMA
238
Roffman Miller Associates
Pennsylvania
$333K +$88.5K +3,357 +36%
RHBC
239
R.H. Bluestein & Co
Michigan
$329K -$197K -7,500 -38%
UF
240
Univest Financial
Pennsylvania
$323K – – –
BSW
241
Buckingham Strategic Wealth
Missouri
$315K -$15K -570 -5%
BBPWM
242
Blue Bell Private Wealth Management
Pennsylvania
$298K +$1.18K +45 +0.4%
KTC
243
Kistler-Tiffany Companies
Pennsylvania
$296K – – –
Barclays
244
Barclays
United Kingdom
$293K +$186K +7,121 +173%
CCM
245
Cadence Capital Management
Massachusetts
$283K +$283K +10,750 New
IA
246
IndexIQ Advisors
New York
$280K -$71.5K -2,712 -20%
BCM
247
Blume Capital Management
California
$279K -$2.64K -100 -0.9%
N
248
Natixis
France
$274K -$133K -5,061 -33%
BHWM
249
Bar Harbor Wealth Management
New Hampshire
$274K +$632 +24 +0.2%
RIL
250
Rothschild Investment LLC
Illinois
$267K +$2.64K +100 +1%
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