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Essential Utilities
WTRG

Overview Fund Activity

404 hedge funds and large institutions have $2.68B invested in Essential Utilities in 2016 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 137 increasing their positions, 124 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+31
Holders Change %
+8.31%
% of All Funds
10.78%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
55
Increased
137
Reduced
124
Closed
23
Calls
$1.59M
Puts
$439K
Net Calls
+$1.15M
Net Calls Change
-$726K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$457M
2
Invesco
Invesco
Georgia
$50.5M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$23.9M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$10.3M
5
Allianz Asset Management
Allianz Asset Management
Germany
$28.4M

Top Sellers

1
State Street
State Street
Massachusetts
$280M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
$134M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$18.7M
4
Canada Life
Canada Life
Manitoba, Canada
$1.57M
5
Goldman Sachs
Goldman Sachs
New York
$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FT
251
Fiduciary Trust
Massachusetts
$412K -$35.8K -1,125 -8%
RHBC
252
R.H. Bluestein & Co
Michigan
$398K – – –
DCM
253
Dynamic Capital Management
Jersey
$398K +$398K +12,496 New
SOADOR
254
State of Alaska Department of Revenue
Alaska
$391K +$277K +8,711 +242%
BHWM
255
Bar Harbor Wealth Management
New Hampshire
$387K +$67.7K +2,122 +21%
Squarepoint
256
Squarepoint
New York
$383K +$383K +12,023 New
Chevy Chase Trust
257
Chevy Chase Trust
Maryland
$377K -$153K -4,800 -29%
1SB
258
1ST Source Bank
Indiana
$377K -$1.98K -62 -0.5%
Canada Pension Plan Investment Board
259
Canada Pension Plan Investment Board
Ontario, Canada
$372K +$372K +11,700 New
ACM
260
Azimuth Capital Management
Michigan
$371K +$60.5K +1,900 +19%
BSW
261
Buckingham Strategic Wealth
Missouri
$369K +$922 +29 +0.3%
UCFA
262
United Capital Financial Advisors
Texas
$360K -$20.1K -631 -5%
MCM
263
Murphy Capital Management
New Jersey
$353K +$46.5K +1,463 +15%
BBPWM
264
Blue Bell Private Wealth Management
Pennsylvania
$349K – – –
KTC
265
Kistler-Tiffany Companies
Pennsylvania
$344K – – –
BCM
266
Blume Capital Management
California
$333K – – –
HFS
267
HL Financial Services
Kentucky
$324K -$195K -6,125 -38%
Fidelity Investments
268
Fidelity Investments
Massachusetts
$322K +$286 +9 +0.1%
BF
269
BOK Financial
Oklahoma
$321K -$24.7K -773 -7%
SM
270
Sciencast Management
New Jersey
$321K +$321K +10,100 New
RMDI
271
R.M. Davis Inc
Maine
$308K – – –
CCFCSB
272
Cape Cod Five Cents Savings Bank
Massachusetts
$306K +$306K +9,590 New
CCM
273
Chilton Capital Management
Texas
$305K +$305K +9,584 New
BNP Paribas Financial Markets
274
BNP Paribas Financial Markets
France
$301K -$524K -16,473 -64%
SB
275
Suntrust Banks
Georgia
$288K -$13.5K -425 -4%
9 10
11
12 13