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Essential Utilities
WTRG

Overview Fund Activity

348 hedge funds and large institutions have $2.01B invested in Essential Utilities in 2015 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 117 increasing their positions, 114 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+5
Holders Change %
+1.46%
% of All Funds
9.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
40
Increased
117
Reduced
114
Closed
31
Calls
$899K
Puts
$1.06M
Net Calls
-$159K
Net Calls Change
-$863K

Top Buyers

1
Federated Hermes
Federated Hermes
Pennsylvania
$20.4M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$9.49M
3
WAM
Water Asset Management
New York
$19.9M
4
Goldman Sachs
Goldman Sachs
New York
$12.3M
5
ARC
Absolute Return Capital
Massachusetts
$8.23M

Top Sellers

1
State Street
State Street
Massachusetts
$215M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
3
NG
NatWest Group
United Kingdom
$0
4
PTC
Philadelphia Trust Company
Pennsylvania
$166K
5
Invesco
Invesco
Georgia
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
226
Rothschild Investment LLC
Illinois
$358K +$110K +4,500 +44%
FAAS
227
First Allied Advisory Services
California
$356K +$6.56K +268 +2%
CCC
228
Chelsea Counsel Company
California
$351K – – –
CB
229
Commerce Bank
Missouri
$333K -$33.2K -1,357 -9%
BP
230
BBR Partners
New York
$327K – – –
RHBC
231
R.H. Bluestein & Co
Michigan
$306K – – –
GP
232
Girard Partners
Pennsylvania
$302K -$18.1K -740 -6%
1SB
233
1ST Source Bank
Indiana
$301K -$8.22K -336 -3%
UF
234
Univest Financial
Pennsylvania
$301K – – –
BSW
235
Buckingham Strategic Wealth
Missouri
$294K +$760 +31 +0.3%
Tudor Investment Corp
236
Tudor Investment Corp
Connecticut
$291K +$291K +11,900 New
UCFA
237
United Capital Financial Advisors
Texas
$288K -$92K -3,758 -24%
BBPWM
238
Blue Bell Private Wealth Management
Pennsylvania
$277K – – –
KTC
239
Kistler-Tiffany Companies
Pennsylvania
$275K – – –
BHWM
240
Bar Harbor Wealth Management
New Hampshire
$274K +$19.5K +800 +8%
RJFSA
241
Raymond James Financial Services Advisors
Florida
$274K +$274K +11,177 New
EMG
242
Ellington Management Group
Connecticut
$264K -$528K -21,600 -67%
BCM
243
Blume Capital Management
California
$259K – – –
BF
244
BOK Financial
Oklahoma
$255K +$255K +10,414 New
NL
245
NWAM LLC
Washington
$254K +$24K +946 +10%
GCP
246
GSA Capital Partners
United Kingdom
$253K +$253K +10,339 New
DekaBank Deutsche Girozentrale
247
DekaBank Deutsche Girozentrale
Germany
$242K +$242K +9,900 New
ACM
248
Azimuth Capital Management
Michigan
$241K – – –
JPTCCM
249
J.P. Turner & Co Capital Management
Georgia
$238K +$238K +9,932 New
RMDI
250
R.M. Davis Inc
Maine
$237K -$4.07K -166 -2%
8 9
10
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