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Essential Utilities
WTRG

Overview Fund Activity

359 hedge funds and large institutions have $2.24B invested in Essential Utilities in 2015 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 110 reducing their positions, and 27 closing their positions.

Holders
359
Holders Change
+11
Holders Change %
+3.16%
% of All Funds
10.03%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.2%
New
40
Increased
129
Reduced
110
Closed
27
Calls
$736K
Puts
$1.38M
Net Calls
-$645K
Net Calls Change
-$486K

Top Buyers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$24.4M
2
BKBG
2
BHF Kleinwort Benson Group
Belgium
$22.9M
3
State Street
3
State Street
Massachusetts
$245M
4
NG
4
NatWest Group
United Kingdom
$9.91M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$67.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.16M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$303K
3
O
3
OppenheimerFunds
New York
$17.7M
4
WAM
4
Water Asset Management
New York
$14.3M
5
QI
5
QS Investors
New York
$1.07M
Name Market Value Shares Shares
Change 		Shares
Change %
EMG
226
Ellington Management Group
Connecticut
$400K 15,129 +4,329 +40%
Nomura Holdings
227
Nomura Holdings
Japan
$397K 15,070 -6,400 -30%
CWM
228
Concert Wealth Management
California
$392K 14,958 +14,958 New
FAAS
229
First Allied Advisory Services
California
$390K 14,672 +135 +0.9%
KC
230
Kingfisher Capital
North Carolina
$386K 14,574 -286 -2%
CC
231
Cannell & Co
New York
$386K 14,575 -200 -1%
AP
232
AHL Partners
United Kingdom
$386K 14,576 +14,576 New
CCC
233
Chelsea Counsel Company
California
$380K 14,338 – –
UF
234
Univest Financial
Pennsylvania
$377K 14,246 +1,970 +16%
Tudor Investment Corp
235
Tudor Investment Corp
Connecticut
$365K 13,800 +1,900 +16%
FT
236
Fiduciary Trust
Massachusetts
$357K 13,473 -1,500 -10%
BP
237
BBR Partners
New York
$354K 13,371 – –
CB
238
Commerce Bank
Missouri
$351K 13,267 -325 -2%
IA
239
IndexIQ Advisors
New York
$348K 13,153 -5,933 -31%
RHBC
240
R.H. Bluestein & Co
Michigan
$344K 13,000 +500 +4%
CIC
241
Carnegie Investment Counsel
Ohio
$344K 12,058 +12,058 New
BF
242
BOK Financial
Oklahoma
$324K 12,245 +1,831 +18%
RCM
243
Riverhead Capital Management
Delaware
$323K 12,200 +12,200 New
BSW
244
Buckingham Strategic Wealth
Missouri
$319K 12,036 +36 +0.3%
1SB
245
1ST Source Bank
Indiana
$315K 11,893 -404 -3%
UCFA
246
United Capital Financial Advisors
Texas
$315K 11,914 +151 +1%
Citigroup
247
Citigroup
New York
$311K 11,757 -11,824 -50%
BNP Paribas Financial Markets
248
BNP Paribas Financial Markets
France
$303K 11,437 -376,052 -97%
BBPWM
249
Blue Bell Private Wealth Management
Pennsylvania
$300K 11,331 – –
KTC
250
Kistler-Tiffany Companies
Pennsylvania
$298K 11,246 – –
8 9
10
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