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Essential Utilities
WTRG

Overview Fund Activity

404 hedge funds and large institutions have $2.68B invested in Essential Utilities in 2016 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 137 increasing their positions, 124 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+31
Holders Change %
+8.31%
% of All Funds
10.78%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
55
Increased
137
Reduced
124
Closed
23
Calls
$1.59M
Puts
$439K
Net Calls
+$1.15M
Net Calls Change
-$726K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$457M
2
Invesco
Invesco
Georgia
$50.5M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$23.9M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$10.3M
5
Allianz Asset Management
Allianz Asset Management
Germany
$28.4M

Top Sellers

1
State Street
State Street
Massachusetts
$280M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
$134M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$18.7M
4
Canada Life
Canada Life
Manitoba, Canada
$1.57M
5
Goldman Sachs
Goldman Sachs
New York
$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
226
Welch & Forbes
Massachusetts
$573K – – –
CAM
227
Capstone Asset Management
Texas
$567K +$20.2K +633 +4%
BCM
228
BlueCrest Capital Management
Jersey
$553K +$192K +6,030 +53%
TI
229
Trexquant Investment
Connecticut
$541K +$541K +17,000 New
SCM
230
Shelton Capital Management
Colorado
$538K – – –
Victory Capital Management
231
Victory Capital Management
Texas
$537K -$539K -16,926 -50%
FTC
232
Farmers Trust Company
Ohio
$533K – – –
FMA
233
Fiduciary Management Associates
Illinois
$529K -$62.1K -1,955 -11%
MC
234
Moors & Cabot
Massachusetts
$526K -$28.6K -897 -5%
MAM
235
Meeder Asset Management
Ohio
$525K -$181K -5,700 -26%
CWM
236
Concert Wealth Management
California
$521K +$2.45K +77 +0.5%
FMT
237
First Mercantile Trust
Tennessee
$514K -$397K -12,484 -44%
WTC
238
WhitTier Trust Company
Nevada
$510K – – –
AAM
239
Advisors Asset Management
Colorado
$480K -$443K -13,921 -48%
TG
240
TLP Group
Illinois
$477K +$477K +15,000 New
CCC
241
Chelsea Counsel Company
California
$456K – – –
FAAS
242
First Allied Advisory Services
California
$456K +$3.28K +103 +0.7%
RMA
243
Roffman Miller Associates
Pennsylvania
$449K -$46.9K -1,473 -9%
IA
244
Icon Advisers
Colorado
$439K +$439K +13,800 New
UF
245
Univest Financial
Pennsylvania
$437K -$15.9K -500 -4%
CC
246
Cannell & Co
New York
$432K -$31.8K -1,000 -7%
BP
247
BBR Partners
New York
$425K – – –
HSBC Holdings
248
HSBC Holdings
United Kingdom
$420K -$5.01M -157,585 -92%
KC
249
Kingfisher Capital
North Carolina
$420K – – –
CAN
250
Cetera Advisor Networks
California
$416K +$72.8K +2,282 +21%
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