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Essential Utilities
WTRG

Overview Fund Activity

416 hedge funds and large institutions have $3.06B invested in Essential Utilities in 2016 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 146 increasing their positions, 132 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+12
Holders Change %
+2.97%
% of All Funds
11.12%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
37
Increased
146
Reduced
132
Closed
20
Calls
$1.98M
Puts
$567K
Net Calls
+$1.41M
Net Calls Change
+$262K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$532M
2
State Street
2
State Street
Massachusetts
$330M
3
WI
3
WBI Investments
New Jersey
$13.4M
4
BFA
4
BlackRock Fund Advisors
California
$231M
5
Capital World Investors
5
Capital World Investors
California
$10.3M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$120M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$27.5M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$16.3M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$2.55M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$6.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
VKH
276
Virtu KCG Holdings
New York
$359K -$1.14M -32,104 -76%
1SB
277
1ST Source Bank
Indiana
$358K -$63.7K -1,787 -15%
CCFCSB
278
Cape Cod Five Cents Savings Bank
Massachusetts
$342K – – –
RMDI
279
R.M. Davis Inc
Maine
$336K -$8.92K -250 -3%
OI
280
Oakbrook Investments
Illinois
$325K +$39.3K +1,100 +14%
SB
281
Suntrust Banks
Georgia
$323K – – –
JPMPWA
282
J.P. Morgan Private Wealth Advisors
California
$320K +$8.27K +232 +3%
DIA
283
Denver Investment Advisors
Colorado
$315K – – –
CCM
284
Cribstone Capital Management
Maine
$311K +$311K +8,716 New
PP
285
Paloma Partners
Connecticut
$309K -$576K -16,161 -65%
WAM
286
World Asset Management
Michigan
$309K -$500 -14 -0.2%
BF
287
BOK Financial
Oklahoma
$301K -$57.9K -1,622 -16%
NL
288
NWAM LLC
Washington
$300K -$18.3K -515 -6%
HTC
289
Haverford Trust Company
Pennsylvania
$295K +$22.3K +625 +8%
LNWWM
290
Laird Norton Wetherby Wealth Management
California
$294K -$11.9K -333 -4%
GCA
291
Gideon Capital Advisors
New York
$294K +$294K +8,258 New
OBWP
292
O'Brien Wealth Partners
Massachusetts
$290K – – –
CCM
293
Coldstream Capital Management
Washington
$287K +$36 +1 +0%
PWLP
294
Prio Wealth Limited Partnership
Massachusetts
$286K – – –
FNT
295
First National Trust
Pennsylvania
$281K +$8.93K +250 +3%
Chevy Chase Trust
296
Chevy Chase Trust
Maryland
$275K -$149K -4,162 -35%
ICOA
297
Investment Centers of America
North Dakota
$271K -$35.6K -998 -12%
IPC
298
Independent Portfolio Consultants
Florida
$268K +$22.7K +635 +9%
Fifth Third Bancorp
299
Fifth Third Bancorp
Ohio
$265K +$10.7K +300 +4%
DAM
300
Delta Asset Management
Tennessee
$264K – – –
10 11
12
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