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Essential Utilities
WTRG

Overview Fund Activity

416 hedge funds and large institutions have $3.06B invested in Essential Utilities in 2016 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 146 increasing their positions, 132 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+12
Holders Change %
+2.97%
% of All Funds
11.12%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
37
Increased
146
Reduced
132
Closed
20
Calls
$1.98M
Puts
$567K
Net Calls
+$1.41M
Net Calls Change
+$262K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$532M
2
State Street
2
State Street
Massachusetts
$330M
3
WI
3
WBI Investments
New Jersey
$13.4M
4
BFA
4
BlackRock Fund Advisors
California
$231M
5
Capital World Investors
5
Capital World Investors
California
$10.3M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$120M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$27.5M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$16.3M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$2.55M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$6.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCC
251
Chelsea Counsel Company
California
$511K – – –
RMA
252
Roffman Miller Associates
Pennsylvania
$507K +$4.28K +120 +0.9%
UFF
253
USA Financial Formulas
Michigan
$503K -$180K -5,034 -26%
BTS
254
BB&T Securities
Virginia
$502K +$213K +5,984 +74%
Fidelity Investments
255
Fidelity Investments
Massachusetts
$501K +$140K +3,929 +39%
UCFA
256
United Capital Financial Advisors
Texas
$481K +$74.1K +2,057 +18%
CAN
257
Cetera Advisor Networks
California
$478K +$11.9K +333 +3%
BP
258
BBR Partners
New York
$477K – – –
KC
259
Kingfisher Capital
North Carolina
$470K – – –
FT
260
Fiduciary Trust
Massachusetts
$461K – – –
UF
261
Univest Financial
Pennsylvania
$455K -$35.7K -1,000 -7%
RHBC
262
R.H. Bluestein & Co
Michigan
$446K – – –
HAG
263
HighPoint Advisor Group
Illinois
$442K +$153K +4,669 +53%
CC
264
Cannell & Co
New York
$441K -$42.8K -1,200 -9%
BHWM
265
Bar Harbor Wealth Management
New Hampshire
$433K – – –
ACM
266
Azimuth Capital Management
Michigan
$415K – – –
Franklin Resources
267
Franklin Resources
California
$413K +$413K +11,580 New
MCM
268
Murphy Capital Management
New Jersey
$401K +$5.34K +150 +1%
LIA
269
LS Investment Advisors
Michigan
$397K +$179K +5,005 +82%
BSW
270
Buckingham Strategic Wealth
Missouri
$395K -$19.3K -540 -5%
BBPWM
271
Blue Bell Private Wealth Management
Pennsylvania
$392K – – –
IA
272
IFP Advisors
Florida
$391K +$341K +9,579 +687%
KTC
273
Kistler-Tiffany Companies
Pennsylvania
$385K – – –
NFG
274
Next Financial Group
Texas
$385K +$124K +3,485 +48%
BCM
275
Blume Capital Management
California
$366K -$7.12K -200 -2%
9 10
11
12 13