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Essential Utilities
WTRG

Overview Fund Activity

373 hedge funds and large institutions have $2.52B invested in Essential Utilities in 2015 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 134 increasing their positions, 116 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+14
Holders Change %
+3.9%
% of All Funds
9.8%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.11%
New
50
Increased
134
Reduced
116
Closed
33
Calls
$2.57M
Puts
$697K
Net Calls
+$1.88M
Net Calls Change
+$2.52M

Top Buyers

1
State Street
1
State Street
Massachusetts
$288M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$41.5M
3
BFA
3
BlackRock Fund Advisors
California
$182M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$11.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$404M

Top Sellers

1
BKBG
1
BHF Kleinwort Benson Group
Belgium
$5.77M
2
O
2
OppenheimerFunds
New York
$0
3
NG
3
NatWest Group
United Kingdom
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$66.8M
5
RA
5
Royce & Associates
New York
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TMAM
276
Tokio Marine Asset Management
Japan
$216K +$216K +7,250 New
CAM
277
Columbia Asset Management
Michigan
$214K +$214K +7,180 New
ICOA
278
Investment Centers of America
North Dakota
$208K +$208K +7,000 New
CCMG
279
Clark Capital Management Group
Pennsylvania
$205K +$205K +6,876 New
BRWA
280
B. Riley Wealth Advisors
Florida
$205K +$205K +6,879 New
JHIU
281
Janus Henderson Investors US
Colorado
$203K +$203K +6,800 New
GIA
282
Granite Investment Advisors
New Hampshire
$203K +$203K +6,820 New
BSWMG
283
Barrington Strategic Wealth Management Group
Illinois
$201K +$201K +6,750 New
JIC
284
Johnson Investment Counsel
Ohio
$200K +$200K +6,719 New
QI
285
QS Investors
New York
$195K -$1M -33,690 -84%
ClearBridge Investments
286
ClearBridge Investments
New York
$191K -$15.6K -524 -8%
QT
287
Quantbot Technologies
New York
$188K -$145K -4,893 -44%
VanEck Associates
288
VanEck Associates
New York
$178K -$4.54K -152 -2%
LIA
289
LS Investment Advisors
Michigan
$172K +$3.6K +121 +2%
TCM
290
Tuttle Capital Management
Connecticut
$169K +$1.01K +34 +0.6%
Fifth Third Bancorp
291
Fifth Third Bancorp
Ohio
$165K -$2.06K -69 -1%
MFS
292
MSI Financial Services
Massachusetts
$152K +$63K +2,109 +71%
IA
293
IndexIQ Advisors
New York
$150K -$241K -8,105 -62%
IPC
294
Independent Portfolio Consultants
Florida
$150K +$31.3K +1,050 +26%
PFSC
295
Peoples Financial Services Corp
Pennsylvania
$131K – – –
JIC
296
Joel Isaacson & Co
New York
$130K – – –
Nordea Investment Management
297
Nordea Investment Management
Sweden
$130K +$130K +4,350 New
AIM
298
Arcadia Investment Management
Michigan
$118K +$8.96K +300 +8%
CHC
299
City Holding Co
West Virginia
$115K – – –
WT
300
Whittier Trust
California
$114K -$31.1K -1,046 -21%
10 11
12
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