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Essential Utilities
WTRG

Overview Fund Activity

343 hedge funds and large institutions have $2.13B invested in Essential Utilities in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 129 increasing their positions, 110 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+6
Holders Change %
+1.78%
% of All Funds
9.15%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
25
Increased
129
Reduced
110
Closed
17
Calls
$1.2M
Puts
$497K
Net Calls
+$704K
Net Calls Change
-$954K

Top Buyers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
$141M
2
MHI
Miller Howard Investments
New York
$8.49M
3
Vanguard Group
Vanguard Group
Pennsylvania
$340M
4
Canada Life
Canada Life
Manitoba, Canada
$6.32M
5
BIT
BlackRock Institutional Trust
California
$133M

Top Sellers

1
State Street
State Street
Massachusetts
$252M
2
Allianz Asset Management
Allianz Asset Management
Germany
$1.35M
3
QI
Qualcomm Inc
California
$2.26M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$15.2M
5
RS
Robeco Schweiz
Switzerland
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFR
276
Lehman Financial Resources
Pennsylvania
$172K – – –
ClearBridge Investments
277
ClearBridge Investments
New York
$169K – – –
PAM
278
Panagora Asset Management
Massachusetts
$145K – – –
Teacher Retirement System of Texas
279
Teacher Retirement System of Texas
Texas
$141K +$237 +9 +0.2%
OA
280
OFI Advisors
Pennsylvania
$137K +$15.7K +599 +13%
MWP
281
MYCIO Wealth Partners
Pennsylvania
$135K – – –
WT
282
Whittier Trust
California
$128K +$42.7K +1,626 +50%
PFSC
283
Peoples Financial Services Corp
Pennsylvania
$116K – – –
JIC
284
Joel Isaacson & Co
New York
$115K – – –
Fifth Third Bancorp
285
Fifth Third Bancorp
Ohio
$115K +$17.6K +669 +18%
CHC
286
City Holding Co
West Virginia
$102K – – –
MWAN
287
Mariner Wealth Advisors (NYC)
Kansas
$100K +$100K +3,786 New
TDC
288
Thompson Davis & Co
Virginia
$90K -$11.9K -454 -12%
VFA
289
Virtus Fund Advisers
Connecticut
$90K -$9.34K -354 -9%
BRWM
290
B. Riley Wealth Management
Tennessee
$90K +$553 +21 +0.6%
LNB
291
Ledyard National Bank
$84K -$26 -1 -0%
HI
292
Hudock Inc
Pennsylvania
$77K +$423 +16 +0.6%
HDIM
293
Hanson & Doremus Investment Management
Vermont
$75K – – –
IPC
294
Independent Portfolio Consultants
Florida
$75K +$1.58K +60 +2%
WA
295
WFG Advisors
Texas
$72K -$876K -33,122 -92%
LWCFA
296
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$62K – – –
BFEC
297
Benjamin F. Edwards & Company
Missouri
$56K +$26 +1 +0%
FNBT
298
FineMark National Bank & Trust
Florida
$55K – – –
TCOV
299
Trust Company of Vermont
Vermont
$48K – – –
SAM
300
Solaris Asset Management
New York
$47K – – –
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12
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