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Essential Utilities
WTRG

Overview Fund Activity

373 hedge funds and large institutions have $2.52B invested in Essential Utilities in 2015 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 134 increasing their positions, 116 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+14
Holders Change %
+3.9%
% of All Funds
9.8%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.11%
New
50
Increased
134
Reduced
116
Closed
33
Calls
$2.57M
Puts
$697K
Net Calls
+$1.88M
Net Calls Change
+$2.52M

Top Buyers

1
State Street
State Street
Massachusetts
$288M
2
Renaissance Technologies
Renaissance Technologies
New York
$41.5M
3
BFA
BlackRock Fund Advisors
California
$182M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$11.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
$404M

Top Sellers

1
BKBG
BHF Kleinwort Benson Group
Belgium
$5.77M
2
O
OppenheimerFunds
New York
$0
3
NG
NatWest Group
United Kingdom
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$66.8M
5
RA
Royce & Associates
New York
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
226
Cannell & Co
New York
$434K – – –
CCC
227
Chelsea Counsel Company
California
$427K – – –
UF
228
Univest Financial
Pennsylvania
$425K – – –
FAAS
229
First Allied Advisory Services
California
$424K -$13.3K -446 -3%
FT
230
Fiduciary Trust
Massachusetts
$419K +$17.7K +593 +4%
BP
231
BBR Partners
New York
$398K – – –
KC
232
Kingfisher Capital
North Carolina
$393K -$41.1K -1,381 -9%
Capstone Investment Advisors
233
Capstone Investment Advisors
New York
$387K +$387K +13,000 New
RHBC
234
R.H. Bluestein & Co
Michigan
$373K -$14.9K -500 -4%
UCFA
235
United Capital Financial Advisors
Texas
$356K +$567 +19 +0.2%
1SB
236
1ST Source Bank
Indiana
$354K – – –
BSW
237
Buckingham Strategic Wealth
Missouri
$345K -$13.6K -457 -4%
AP
238
AHL Partners
United Kingdom
$341K -$93.7K -3,142 -22%
BCM
239
BlueCrest Capital Management
Jersey
$339K -$541K -18,127 -61%
BBPWM
240
Blue Bell Private Wealth Management
Pennsylvania
$327K -$10.4K -350 -3%
BF
241
BOK Financial
Oklahoma
$323K -$42.2K -1,414 -12%
KTC
242
Kistler-Tiffany Companies
Pennsylvania
$322K -$13K -437 -4%
CAN
243
Cetera Advisor Networks
California
$321K +$28.9K +967 +10%
BCM
244
Blume Capital Management
California
$312K -$2.98K -100 -0.9%
NL
245
NWAM LLC
Washington
$312K +$14.2K +477 +5%
PAM
246
Princeton Alpha Management
New Jersey
$307K -$22.7K -762 -7%
Fidelity Investments
247
Fidelity Investments
Massachusetts
$302K +$54.7K +1,834 +22%
QSS
248
Quantitative Systematic Strategies
Florida
$302K +$302K +9,985 New
FIM
249
Freedom Investment Management
Connecticut
$301K +$301K +10,096 New
BHWM
250
Bar Harbor Wealth Management
New Hampshire
$298K – – –
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10
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