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Essential Utilities
WTRG

Overview Fund Activity

416 hedge funds and large institutions have $2.62B invested in Essential Utilities in 2016 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 129 increasing their positions, 140 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
–
Holders Change %
0%
% of All Funds
11.12%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
34
Increased
129
Reduced
140
Closed
32
Calls
$1.77M
Puts
$1.63M
Net Calls
+$144K
Net Calls Change
-$1.27M

Top Buyers

1
SG Americas Securities
1
SG Americas Securities
New York
$22.1M
2
Millennium Management
2
Millennium Management
New York
$15.2M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$19.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$465M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$8.8M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$96.4M
2
WI
2
WBI Investments
New Jersey
$0
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$2.5M
4
State Street
4
State Street
Massachusetts
$271M
5
Retirement Systems of Alabama
5
Retirement Systems of Alabama
Alabama
$6.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
276
Advisors Asset Management
Colorado
$317K -$124K -4,077 -28%
BCM
277
Blume Capital Management
California
$313K – – –
RCM
278
Riverhead Capital Management
Delaware
$308K +$283K +9,264 +1,108%
1SB
279
1ST Source Bank
Indiana
$302K -$4.18K -137 -1%
Franklin Resources
280
Franklin Resources
California
$297K -$56.3K -1,845 -16%
MAM
281
Meeder Asset Management
Ohio
$295K -$170K -5,590 -37%
CCFCSB
282
Cape Cod Five Cents Savings Bank
Massachusetts
$292K – – –
RMDI
283
R.M. Davis Inc
Maine
$279K -$7.61K -250 -3%
OI
284
Oakbrook Investments
Illinois
$274K -$3.04K -100 -1%
BFM
285
Boothbay Fund Management
New York
$274K +$274K +8,980 New
DIA
286
Denver Investment Advisors
Colorado
$270K – – –
JPMPWA
287
J.P. Morgan Private Wealth Advisors
California
$268K -$5.92K -194 -2%
AT
288
Arden Trust
Delaware
$264K -$2.54K -83 -1%
BRWA
289
B. Riley Wealth Advisors
Florida
$264K +$65.7K +2,156 +33%
BTS
290
BB&T Securities
Virginia
$261K -$168K -5,514 -39%
CCM
291
Cribstone Capital Management
Maine
$259K – – –
Chevy Chase Trust
292
Chevy Chase Trust
Maryland
$258K +$23.1K +757 +10%
CB
293
Commerce Bank
Missouri
$255K +$255K +8,379 New
LNWWM
294
Laird Norton Wetherby Wealth Management
California
$250K -$1.1K -36 -0.4%
FNT
295
First National Trust
Pennsylvania
$250K +$10.6K +349 +4%
OBWP
296
O'Brien Wealth Partners
Massachusetts
$248K – – –
TD Asset Management
297
TD Asset Management
Ontario, Canada
$242K +$242K +7,927 New
FA
298
FCG Advisors
New Jersey
$239K +$239K +7,841 New
PWLP
299
Prio Wealth Limited Partnership
Massachusetts
$231K -$13.3K -436 -5%
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
$231K +$4.39K +144 +2%
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12
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