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Essential Utilities
WTRG

Overview Fund Activity

348 hedge funds and large institutions have $2.01B invested in Essential Utilities in 2015 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 117 increasing their positions, 114 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+5
Holders Change %
+1.46%
% of All Funds
9.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
40
Increased
117
Reduced
114
Closed
31
Calls
$899K
Puts
$1.06M
Net Calls
-$159K
Net Calls Change
-$863K

Top Buyers

1
Federated Hermes
Federated Hermes
Pennsylvania
$20.4M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$9.49M
3
WAM
Water Asset Management
New York
$19.9M
4
Goldman Sachs
Goldman Sachs
New York
$12.3M
5
ARC
Absolute Return Capital
Massachusetts
$8.23M

Top Sellers

1
State Street
State Street
Massachusetts
$215M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
3
NG
NatWest Group
United Kingdom
$0
4
PTC
Philadelphia Trust Company
Pennsylvania
$166K
5
Invesco
Invesco
Georgia
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
276
Whittier Trust
California
$119K – – –
Fifth Third Bancorp
277
Fifth Third Bancorp
Ohio
$116K +$8.47K +345 +8%
PFSC
278
Peoples Financial Services Corp
Pennsylvania
$108K – – –
JIC
279
Joel Isaacson & Co
New York
$107K – – –
BFEC
280
Benjamin F. Edwards & Company
Missouri
$98K +$45.8K +1,876 +88%
CHC
281
City Holding Co
West Virginia
$95K – – –
IPC
282
Independent Portfolio Consultants
Florida
$92K +$22.1K +905 +32%
PG
283
PEAK6 Group
Illinois
$89K -$96.5K -3,959 -52%
AIM
284
Arcadia Investment Management
Michigan
$89K +$89K +3,650 New
APSP
285
Asset Planning Services (Pennsylvania)
Pennsylvania
$87K +$87K +3,548 New
BRWM
286
B. Riley Wealth Management
Tennessee
$86K +$2.94K +121 +4%
TDC
287
Thompson Davis & Co
Virginia
$82K -$1.88K -77 -2%
LNB
288
Ledyard National Bank
$78K – – –
EWM
289
Endurance Wealth Management
Rhode Island
$73K +$73K +3,000 New
HI
290
Hudock Inc
Pennsylvania
$71K +$388 +16 +0.5%
HDIM
291
Hanson & Doremus Investment Management
Vermont
$69K – – –
LWCFA
292
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57K – – –
Walleye Trading
293
Walleye Trading
New York
$55K -$259K -10,571 -82%
FNBT
294
FineMark National Bank & Trust
Florida
$51K – – –
WA
295
WFG Advisors
Texas
$49K -$17.4K -715 -26%
TCOV
296
Trust Company of Vermont
Vermont
$44K – – –
HA
297
Harfst & Associates
Wyoming
$44K +$44K +1,787 New
AF
298
Arrow Financial
New York
$42K – – –
SAM
299
Solaris Asset Management
New York
$41K -$2.46K -100 -6%
RFA
300
Reilly Financial Advisors
California
$41K +$19.9K +812 +94%
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