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Essential Utilities
WTRG

Overview Fund Activity

416 hedge funds and large institutions have $3.06B invested in Essential Utilities in 2016 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 146 increasing their positions, 132 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+12
Holders Change %
+2.97%
% of All Funds
11.12%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
37
Increased
146
Reduced
132
Closed
20
Calls
$1.98M
Puts
$567K
Net Calls
+$1.41M
Net Calls Change
+$262K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$532M
2
State Street
2
State Street
Massachusetts
$330M
3
WI
3
WBI Investments
New Jersey
$13.4M
4
BFA
4
BlackRock Fund Advisors
California
$231M
5
Capital World Investors
5
Capital World Investors
California
$10.3M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$120M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$27.5M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$16.3M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$2.55M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$6.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
226
Philadelphia Trust Company
Pennsylvania
$720K -$1.43M -40,000 -66%
SM
227
Sciencast Management
New Jersey
$720K +$360K +10,101 +100%
CIC
228
Carnegie Investment Counsel
Ohio
$714K +$550 +16 +0.1%
JG
229
Jefferies Group
New York
$697K -$14.3K -402 -2%
CFN
230
Cordasco Financial Network
Florida
$692K -$105K -2,935 -13%
AG
231
Advisor Group
Arizona
$689K +$689K +19,394 New
Walleye Trading
232
Walleye Trading
New York
$679K +$679K +19,040 New
CAM
233
Capstone Asset Management
Texas
$672K +$37.1K +1,040 +6%
PIM
234
Penobscot Investment Management
Massachusetts
$665K – – –
Pacer Advisors
235
Pacer Advisors
Pennsylvania
$658K +$550K +15,392 +507%
GP
236
Girard Partners
Pennsylvania
$642K -$30.6K -859 -5%
IRF
237
IBM Retirement Fund
New York
$640K -$15K -420 -2%
Victory Capital Management
238
Victory Capital Management
Texas
$635K +$33.7K +945 +6%
CWM
239
Concert Wealth Management
California
$628K +$44.4K +1,247 +8%
SCM
240
Shelton Capital Management
Colorado
$604K +$321 +9 +0.1%
WF
241
Welch & Forbes
Massachusetts
$598K -$43.6K -1,225 -7%
TI
242
Trexquant Investment
Connecticut
$597K -$8.8K -247 -1%
PL
243
Parkwood LLC
Ohio
$594K -$103K -2,882 -15%
FTC
244
Farmers Trust Company
Ohio
$589K -$7.84K -220 -1%
MC
245
Moors & Cabot
Massachusetts
$572K -$14.1K -398 -2%
WTC
246
WhitTier Trust Company
Nevada
$572K – – –
FMT
247
First Mercantile Trust
Tennessee
$567K -$8.95K -251 -2%
SDIC
248
South Dakota Investment Council
South Dakota
$553K +$289K +8,100 +109%
MAM
249
Meeder Asset Management
Ohio
$545K -$43.6K -1,224 -7%
AAM
250
Advisors Asset Management
Colorado
$516K -$21.5K -603 -4%
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