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Essential Utilities
WTRG

Overview Fund Activity

348 hedge funds and large institutions have $2.01B invested in Essential Utilities in 2015 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 117 increasing their positions, 114 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+5
Holders Change %
+1.46%
% of All Funds
9.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
40
Increased
117
Reduced
114
Closed
31
Calls
$899K
Puts
$1.06M
Net Calls
-$159K
Net Calls Change
-$863K

Top Buyers

1
Federated Hermes
Federated Hermes
Pennsylvania
$20.4M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$9.49M
3
WAM
Water Asset Management
New York
$19.9M
4
Goldman Sachs
Goldman Sachs
New York
$12.3M
5
ARC
Absolute Return Capital
Massachusetts
$8.23M

Top Sellers

1
State Street
State Street
Massachusetts
$215M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
3
NG
NatWest Group
United Kingdom
$0
4
PTC
Philadelphia Trust Company
Pennsylvania
$166K
5
Invesco
Invesco
Georgia
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
251
Suntrust Banks
Georgia
$233K – – –
JPMPWA
252
J.P. Morgan Private Wealth Advisors
California
$229K +$229K +9,358 New
TD Asset Management
253
TD Asset Management
Ontario, Canada
$227K +$227K +9,250 New
TI
254
Trexquant Investment
Connecticut
$225K -$1.37M -56,048 -86%
DIA
255
Denver Investment Advisors
Colorado
$221K -$13.7K -561 -6%
OI
256
Oakbrook Investments
Illinois
$211K +$7.36K +300 +4%
Two Sigma Investments
257
Two Sigma Investments
New York
$209K +$209K +8,536 New
SCA
258
Stillwater Capital Advisors
Pennsylvania
$208K – – –
STI
259
Susquehanna Trust & Investment
Pennsylvania
$206K – – –
DC
260
Deere & Company
Illinois
$205K – – –
HTC
261
Haverford Trust Company
Pennsylvania
$201K +$201K +8,223 New
MFS
262
MSI Financial Services
Massachusetts
$194K +$30.6K +1,249 +19%
JWM
263
Jacobus Wealth Management
Wisconsin
$193K – – –
HNB
264
Huntington National Bank
Ohio
$181K -$20.2K -828 -10%
DAM
265
Delta Asset Management
Tennessee
$181K -$2.45K -100 -1%
VanEck Associates
266
VanEck Associates
New York
$181K -$2.33K -95 -1%
SDIC
267
South Dakota Investment Council
South Dakota
$181K – – –
NFG
268
Next Financial Group
Texas
$170K -$3.17K -130 -2%
PTC
269
Philadelphia Trust Company
Pennsylvania
$166K -$6.86M -168,085 -98%
LFR
270
Lehman Financial Resources
Pennsylvania
$159K – – –
ClearBridge Investments
271
ClearBridge Investments
New York
$157K – – –
OA
272
OFI Advisors
Pennsylvania
$142K +$14.5K +594 +11%
LIA
273
LS Investment Advisors
Michigan
$139K +$139K +5,660 New
PAM
274
Panagora Asset Management
Massachusetts
$135K – – –
MWP
275
MYCIO Wealth Partners
Pennsylvania
$126K – – –
9 10
11
12 13