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Essential Utilities
WTRG

Overview Fund Activity

359 hedge funds and large institutions have $2.24B invested in Essential Utilities in 2015 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 110 reducing their positions, and 27 closing their positions.

Holders
359
Holders Change
+11
Holders Change %
+3.16%
% of All Funds
10.03%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.2%
New
40
Increased
129
Reduced
110
Closed
27
Calls
$736K
Puts
$1.38M
Net Calls
-$645K
Net Calls Change
-$486K

Top Buyers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$24.4M
2
BKBG
2
BHF Kleinwort Benson Group
Belgium
$22.9M
3
State Street
3
State Street
Massachusetts
$245M
4
NG
4
NatWest Group
United Kingdom
$9.91M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$67.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.16M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$303K
3
O
3
OppenheimerFunds
New York
$17.7M
4
WAM
4
Water Asset Management
New York
$14.3M
5
QI
5
QS Investors
New York
$1.07M
Name Market Value Shares Shares
Change 		Shares
Change %
JWM
276
Jacobus Wealth Management
Wisconsin
$199K 7,500 -400 -5%
SDIC
277
South Dakota Investment Council
South Dakota
$196K 7,400 – –
DAM
278
Delta Asset Management
Tennessee
$196K 7,400 – –
NFG
279
Next Financial Group
Texas
$189K 7,153 +173 +2%
ClearBridge Investments
280
ClearBridge Investments
New York
$184K 6,949 +524 +8%
PG
281
PEAK6 Group
Illinois
$178K 6,714 +3,062 +84%
LFR
282
Lehman Financial Resources
Pennsylvania
$172K 6,522 – –
VanEck Associates
283
VanEck Associates
New York
$162K 6,114 -1,276 -17%
LIA
284
LS Investment Advisors
Michigan
$150K 5,660 – –
TCM
285
Tuttle Capital Management
Connecticut
$149K 5,638 +5,638 New
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$148K 5,592 +865 +18%
OA
287
OFI Advisors
Pennsylvania
$146K 5,506 -302 -5%
PAM
288
Panagora Asset Management
Massachusetts
$146K 5,497 – –
JWM
289
Jackson Wealth Management
Florida
$134K 5,080 +5,080 New
WT
290
Whittier Trust
California
$129K 4,878 – –
PFSC
291
Peoples Financial Services Corp
Pennsylvania
$117K 4,416 – –
JIC
292
Joel Isaacson & Co
New York
$116K 4,365 – –
ST
293
Spot Trading
Illinois
$116K 4,401 +4,401 New
BFEC
294
Benjamin F. Edwards & Company
Missouri
$106K 4,015 +2 +0%
IPC
295
Independent Portfolio Consultants
Florida
$105K 3,985 +225 +6%
CHC
296
City Holding Co
West Virginia
$102K 3,862 – –
AIM
297
Arcadia Investment Management
Michigan
$96K 3,650 – –
APSP
298
Asset Planning Services (Pennsylvania)
Pennsylvania
$94K 3,548 – –
MWP
299
MYCIO Wealth Partners
Pennsylvania
$90K 3,384 -1,750 -34%
LNB
300
Ledyard National Bank
$84K 3,179 – –
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