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Essential Utilities
WTRG

Overview Fund Activity

432 hedge funds and large institutions have $2.68B invested in Essential Utilities in 2016 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 132 increasing their positions, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+16
Holders Change %
+3.85%
% of All Funds
10.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
59
Increased
132
Reduced
133
Closed
38
Calls
$1.15M
Puts
$1.77M
Net Calls
-$624K
Net Calls Change
-$768K

Top Buyers

1
State Street
State Street
Massachusetts
$318M
2
Vanguard Group
Vanguard Group
Pennsylvania
$476M
3
Goldman Sachs
Goldman Sachs
New York
$25.6M
4
IAMU
Impax Asset Management (UK)
United Kingdom
$39.8M
5
BFA
BlackRock Fund Advisors
California
$213M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
$2.64M
2
Millennium Management
Millennium Management
New York
$4.14M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
Federated Hermes
Federated Hermes
Pennsylvania
$8.46M
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
276
Blume Capital Management
California
$306K -$3.01K -100 -1%
RCM
277
Riverhead Capital Management
Delaware
$303K – – –
FAAS
278
First Allied Advisory Services
California
$302K +$302K +10,049 New
CTC
279
Central Trust Company
Missouri
$299K +$265K +8,816 +775%
KC
280
Kingfisher Capital
North Carolina
$295K -$101K -3,360 -25%
CCFCSB
281
Cape Cod Five Cents Savings Bank
Massachusetts
$288K – – –
FRM
282
Fox Run Management
Connecticut
$288K +$288K +9,600 New
RMDI
283
R.M. Davis Inc
Maine
$279K +$3.19K +106 +1%
1SB
284
1ST Source Bank
Indiana
$278K -$20.1K -668 -7%
OI
285
Oakbrook Investments
Illinois
$273K +$3K +100 +1%
Franklin Resources
286
Franklin Resources
California
$271K -$21K -700 -7%
PL
287
Parkwood LLC
Ohio
$269K -$232K -7,712 -46%
AAM
288
Advisors Asset Management
Colorado
$268K -$44.5K -1,481 -14%
DIA
289
Denver Investment Advisors
Colorado
$266K – – –
NA
290
Neuburgh Advisers
California
$266K +$266K +8,844 New
BI
291
Boulegeris Investments
Georgia
$264K +$264K +8,779 New
MC
292
Menta Capital
California
$264K +$264K +8,800 New
GLA
293
Good Life Advisors
Pennsylvania
$263K +$263K +8,714 New
CCM
294
Cribstone Capital Management
Maine
$258K – – –
AZA
295
Arthur Zaske & Associates
Michigan
$258K +$258K +8,601 New
AT
296
Arden Trust
Delaware
$256K -$3.46K -115 -1%
WA
297
WFG Advisors
Texas
$256K +$106K +3,511 +70%
CB
298
Commerce Bank
Missouri
$252K – – –
FNT
299
First National Trust
Pennsylvania
$247K +$240 +8 +0.1%
VanEck Associates
300
VanEck Associates
New York
$245K +$27K +901 +12%
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