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Essential Utilities
WTRG

Overview Fund Activity

343 hedge funds and large institutions have $2.13B invested in Essential Utilities in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 129 increasing their positions, 110 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+6
Holders Change %
+1.78%
% of All Funds
9.15%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
25
Increased
129
Reduced
110
Closed
17
Calls
$1.2M
Puts
$497K
Net Calls
+$704K
Net Calls Change
-$954K

Top Buyers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
$141M
2
MHI
Miller Howard Investments
New York
$8.49M
3
Vanguard Group
Vanguard Group
Pennsylvania
$340M
4
Canada Life
Canada Life
Manitoba, Canada
$6.32M
5
BIT
BlackRock Institutional Trust
California
$133M

Top Sellers

1
State Street
State Street
Massachusetts
$252M
2
Allianz Asset Management
Allianz Asset Management
Germany
$1.35M
3
QI
Qualcomm Inc
California
$2.26M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$15.2M
5
RS
Robeco Schweiz
Switzerland
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
251
Azimuth Capital Management
Michigan
$259K – – –
RMDI
252
R.M. Davis Inc
Maine
$259K +$4.37K +166 +2%
IG
253
ING Group
Netherlands
$257K – – –
DIA
254
Denver Investment Advisors
Colorado
$253K – – –
SB
255
Suntrust Banks
Georgia
$250K – – –
CSS
256
Cubist Systematic Strategies
Connecticut
$249K -$35.2K -1,334 -12%
NL
257
NWAM LLC
Washington
$239K +$11.4K +432 +5%
BSWMG
258
Barrington Strategic Wealth Management Group
Illinois
$235K – – –
VKH
259
Virtu KCG Holdings
New York
$234K -$118K -4,481 -34%
HSBC Holdings
260
HSBC Holdings
United Kingdom
$227K +$6.42K +244 +3%
FNT
261
First National Trust
Pennsylvania
$224K -$13.4K -508 -6%
SCA
262
Stillwater Capital Advisors
Pennsylvania
$224K +$184 +7 +0.1%
DC
263
Deere & Company
Illinois
$221K – – –
STI
264
Susquehanna Trust & Investment
Pennsylvania
$221K +$221K +8,395 New
OI
265
Oakbrook Investments
Illinois
$219K +$10.6K +400 +5%
HNB
266
Huntington National Bank
Ohio
$217K -$13.2K -500 -6%
PWLP
267
Prio Wealth Limited Partnership
Massachusetts
$214K – – –
JIC
268
Johnson Investment Counsel
Ohio
$211K – – –
JWM
269
Jacobus Wealth Management
Wisconsin
$208K – – –
PG
270
PEAK6 Group
Illinois
$201K +$201K +7,611 New
DAM
271
Delta Asset Management
Tennessee
$198K – – –
VanEck Associates
272
VanEck Associates
New York
$197K +$605 +23 +0.3%
SDIC
273
South Dakota Investment Council
South Dakota
$195K – – –
NFG
274
Next Financial Group
Texas
$187K -$42K -1,595 -18%
MFS
275
MSI Financial Services
Massachusetts
$176K +$84.7K +3,208 +93%
9 10
11
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