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Essential Utilities
WTRG

Overview Fund Activity

373 hedge funds and large institutions have $2.52B invested in Essential Utilities in 2015 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 134 increasing their positions, 116 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+14
Holders Change %
+3.9%
% of All Funds
9.8%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.11%
New
50
Increased
134
Reduced
116
Closed
33
Calls
$2.57M
Puts
$697K
Net Calls
+$1.88M
Net Calls Change
+$2.52M

Top Buyers

1
State Street
State Street
Massachusetts
$288M
2
Renaissance Technologies
Renaissance Technologies
New York
$41.5M
3
BFA
BlackRock Fund Advisors
California
$182M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$11.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
$404M

Top Sellers

1
BKBG
BHF Kleinwort Benson Group
Belgium
$5.77M
2
O
OppenheimerFunds
New York
$0
3
NG
NatWest Group
United Kingdom
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$66.8M
5
RA
Royce & Associates
New York
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
251
J.P. Morgan Private Wealth Advisors
California
$298K +$37.6K +1,262 +14%
ACM
252
Azimuth Capital Management
Michigan
$290K – – –
CCM
253
Cadence Capital Management
Massachusetts
$288K -$36.7K -1,231 -11%
RMDI
254
R.M. Davis Inc
Maine
$288K – – –
MCM
255
Murphy Capital Management
New Jersey
$287K +$287K +9,649 New
SB
256
Suntrust Banks
Georgia
$283K – – –
ZIM
257
Zacks Investment Management
Illinois
$271K +$271K +9,102 New
NPC
258
National Planning Corporation
California
$266K +$266K +8,419 New
DIA
259
Denver Investment Advisors
Colorado
$263K – – –
OI
260
Oakbrook Investments
Illinois
$262K +$2.98K +100 +1%
LNWWM
261
Laird Norton Wetherby Wealth Management
California
$258K -$1.31K -44 -0.5%
Truist Financial
262
Truist Financial
North Carolina
$250K – – –
Simplex Trading
263
Simplex Trading
Illinois
$250K +$216K +7,272 +639%
WAM
264
World Asset Management
Michigan
$247K +$10.7K +359 +5%
AIM
265
Ada Investment Management
New York
$245K +$245K +8,211 New
OBWP
266
O'Brien Wealth Partners
Massachusetts
$242K +$242K +8,136 New
PWLP
267
Prio Wealth Limited Partnership
Massachusetts
$239K -$2.97K -100 -1%
BUB
268
BBVA USA Bancshares
Texas
$238K +$9.54K +320 +4%
OAC
269
OMERS Administration Corp
Ontario, Canada
$238K +$238K +8,000 New
HNB
270
Huntington National Bank
Ohio
$235K -$38.6K -1,297 -14%
FNT
271
First National Trust
Pennsylvania
$227K -$12.4K -416 -5%
JWM
272
Jacobus Wealth Management
Wisconsin
$224K – – –
DAM
273
Delta Asset Management
Tennessee
$221K – – –
SDIC
274
South Dakota Investment Council
South Dakota
$221K – – –
NFG
275
Next Financial Group
Texas
$221K +$8.5K +286 +4%
9 10
11
12 13