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Essential Utilities
WTRG

Overview Fund Activity

359 hedge funds and large institutions have $2.24B invested in Essential Utilities in 2015 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 110 reducing their positions, and 27 closing their positions.

Holders
359
Holders Change
+11
Holders Change %
+3.16%
% of All Funds
10.03%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.2%
New
40
Increased
129
Reduced
110
Closed
27
Calls
$736K
Puts
$1.38M
Net Calls
-$645K
Net Calls Change
-$486K

Top Buyers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$24.4M
2
BKBG
2
BHF Kleinwort Benson Group
Belgium
$22.9M
3
State Street
3
State Street
Massachusetts
$245M
4
NG
4
NatWest Group
United Kingdom
$9.91M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$67.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.16M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$303K
3
O
3
OppenheimerFunds
New York
$17.7M
4
WAM
4
Water Asset Management
New York
$14.3M
5
QI
5
QS Investors
New York
$1.07M
Name Market Value Shares Shares
Change 		Shares
Change %
QT
251
Quantbot Technologies
New York
$297K 11,230 +11,230 New
PAM
252
Princeton Alpha Management
New Jersey
$293K 11,055 -12,120 -52%
CCM
253
Cadence Capital Management
Massachusetts
$288K 10,888 -10,424 -49%
BCM
254
Blume Capital Management
California
$280K 10,575 – –
AT
255
Arden Trust
Delaware
$279K 10,555 +10,555 New
NL
256
NWAM LLC
Washington
$275K 10,000 – –
BHWM
257
Bar Harbor Wealth Management
New Hampshire
$265K 10,013 -1,200 -11%
CAN
258
Cetera Advisor Networks
California
$262K 9,788 +9,788 New
ACM
259
Azimuth Capital Management
Michigan
$258K 9,747 -100 -1%
RMDI
260
R.M. Davis Inc
Maine
$256K 9,665 – –
SB
261
Suntrust Banks
Georgia
$251K 9,519 – –
HNB
262
Huntington National Bank
Ohio
$243K 9,187 +1,785 +24%
DIA
263
Denver Investment Advisors
Colorado
$234K 8,842 -200 -2%
JPMPWA
264
J.P. Morgan Private Wealth Advisors
California
$231K 8,735 -623 -7%
OI
265
Oakbrook Investments
Illinois
$230K 8,703 +100 +1%
LNWWM
266
Laird Norton Wetherby Wealth Management
California
$230K 8,702 +8,702 New
SCA
267
Stillwater Capital Advisors
Pennsylvania
$225K 8,505 – –
Truist Financial
268
Truist Financial
North Carolina
$222K 8,395 +8,395 New
GCP
269
GSA Capital Partners
United Kingdom
$221K 8,353 -1,986 -19%
Fidelity Investments
270
Fidelity Investments
Massachusetts
$219K 8,291 +8,291 New
PWLP
271
Prio Wealth Limited Partnership
Massachusetts
$215K 8,136 +8,136 New
FNT
272
First National Trust
Pennsylvania
$213K 8,034 +8,034 New
SM
273
Stratton Management
Pennsylvania
$213K 8,056 +8,056 New
WAM
274
World Asset Management
Michigan
$210K 7,942 +7,942 New
BUB
275
BBVA USA Bancshares
Texas
$203K 7,662 +7,662 New
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