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Essential Utilities
WTRG

Overview Fund Activity

432 hedge funds and large institutions have $2.68B invested in Essential Utilities in 2016 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 132 increasing their positions, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+16
Holders Change %
+3.85%
% of All Funds
10.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
59
Increased
132
Reduced
133
Closed
38
Calls
$1.15M
Puts
$1.77M
Net Calls
-$624K
Net Calls Change
-$768K

Top Buyers

1
State Street
State Street
Massachusetts
$318M
2
Vanguard Group
Vanguard Group
Pennsylvania
$476M
3
Goldman Sachs
Goldman Sachs
New York
$25.6M
4
IAMU
Impax Asset Management (UK)
United Kingdom
$39.8M
5
BFA
BlackRock Fund Advisors
California
$213M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
$2.64M
2
Millennium Management
Millennium Management
New York
$4.14M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
Federated Hermes
Federated Hermes
Pennsylvania
$8.46M
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
226
Capstone Asset Management
Texas
$575K -$7.21K -240 -1%
PP
227
Paloma Partners
Connecticut
$574K -$3.69M -122,801 -87%
CFN
228
Cordasco Financial Network
Florida
$572K -$11.1K -369 -2%
PTC
229
Philadelphia Trust Company
Pennsylvania
$561K -$45K -1,500 -7%
PIM
230
Penobscot Investment Management
Massachusetts
$560K – – –
BWM
231
Biltmore Wealth Management
Arizona
$560K – – –
BTS
232
BB&T Securities
Virginia
$548K +$289K +9,559 +112%
GP
233
Girard Partners
Pennsylvania
$535K +$8.92K +297 +2%
CWM
234
Concert Wealth Management
California
$519K -$31.4K -1,042 -6%
PNC
235
Park National Corp
Ohio
$513K -$34.9K -1,162 -6%
WF
236
Welch & Forbes
Massachusetts
$504K +$504K +16,789 New
FTC
237
Farmers Trust Company
Ohio
$493K – – –
SB
238
Suntrust Banks
Georgia
$491K +$2.22K +74 +0.5%
WTC
239
WhitTier Trust Company
Nevada
$482K – – –
LCM
240
Landscape Capital Management
New Jersey
$479K +$479K +15,948 New
SDIC
241
South Dakota Investment Council
South Dakota
$466K – – –
MC
242
Moors & Cabot
Massachusetts
$455K -$69.8K -2,316 -13%
RMA
243
Roffman Miller Associates
Pennsylvania
$451K +$23.6K +785 +6%
IRF
244
IBM Retirement Fund
New York
$434K -$67.7K -2,252 -13%
FT
245
Fiduciary Trust
Massachusetts
$433K – – –
CCC
246
Chelsea Counsel Company
California
$431K – – –
Teacher Retirement System of Texas
247
Teacher Retirement System of Texas
Texas
$428K -$143K -4,754 -25%
CAN
248
Cetera Advisor Networks
California
$427K -$326K -10,880 -43%
EM
249
ELCO Management
New York
$427K +$427K +14,219 New
PG
250
PEAK6 Group
Illinois
$422K +$343K +11,426 +435%
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