WTRG icon

Essential Utilities
WTRG

Overview Fund Activity

432 hedge funds and large institutions have $2.68B invested in Essential Utilities in 2016 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 132 increasing their positions, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+16
Holders Change %
+3.85%
% of All Funds
10.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
59
Increased
132
Reduced
133
Closed
38
Calls
$1.15M
Puts
$1.77M
Net Calls
-$624K
Net Calls Change
-$768K

Top Buyers

1
State Street
State Street
Massachusetts
$318M
2
Vanguard Group
Vanguard Group
Pennsylvania
$476M
3
Goldman Sachs
Goldman Sachs
New York
$25.6M
4
IAMU
Impax Asset Management (UK)
United Kingdom
$39.8M
5
BFA
BlackRock Fund Advisors
California
$213M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
$2.64M
2
Millennium Management
Millennium Management
New York
$4.14M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
Federated Hermes
Federated Hermes
Pennsylvania
$8.46M
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
251
Flinton Capital Management
Pennsylvania
$411K +$411K +13,668 New
UCFA
252
United Capital Financial Advisors
Texas
$406K +$17.9K +597 +5%
BCM
253
BlueCrest Capital Management
Jersey
$405K -$2.53M -84,084 -86%
BP
254
BBR Partners
New York
$402K – – –
CA
255
Commerzbank Aktiengesellschaft
Germany
$400K +$188K +6,263 +89%
SCM
256
Shelton Capital Management
Colorado
$398K -$110K -3,668 -22%
HTC
257
Haverford Trust Company
Pennsylvania
$386K +$57.7K +1,923 +18%
CCM
258
Cadence Capital Management
Massachusetts
$381K +$381K +12,687 New
Asset Management One
259
Asset Management One
Japan
$377K +$377K +12,544 New
RHBC
260
R.H. Bluestein & Co
Michigan
$376K – – –
BHWM
261
Bar Harbor Wealth Management
New Hampshire
$370K +$6K +200 +2%
LIA
262
LS Investment Advisors
Michigan
$364K +$21.6K +719 +6%
Citigroup
263
Citigroup
New York
$363K -$1.88M -62,515 -84%
CC
264
Cannell & Co
New York
$358K -$7.51K -250 -2%
Fidelity Investments
265
Fidelity Investments
Massachusetts
$355K -$21.5K -714 -6%
SEI Investments
266
SEI Investments
Pennsylvania
$346K +$242K +8,055 +233%
ACM
267
Azimuth Capital Management
Michigan
$341K – – –
TAM
268
Tyers Asset Management
Texas
$338K +$338K +11,256 New
FCAG
269
First Capital Advisors Group
New Jersey
$335K +$335K +11,168 New
KTC
270
Kistler-Tiffany Companies
Pennsylvania
$325K – – –
WAM
271
World Asset Management
Michigan
$324K -$23.2K -773 -7%
Fifth Third Bancorp
272
Fifth Third Bancorp
Ohio
$322K +$93.8K +3,118 +41%
ARTA
273
A.R.T. Advisors
New York
$312K +$312K +10,400 New
TCT
274
TIAA CREF Trust
Missouri
$307K -$20.6K -685 -6%
MCM
275
Murphy Capital Management
New Jersey
$306K -$24K -800 -7%
9 10
11
12 13