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Essential Utilities
WTRG

Overview Fund Activity

343 hedge funds and large institutions have $2.13B invested in Essential Utilities in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 129 increasing their positions, 110 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+6
Holders Change %
+1.78%
% of All Funds
9.15%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
25
Increased
129
Reduced
110
Closed
17
Calls
$1.2M
Puts
$497K
Net Calls
+$704K
Net Calls Change
-$954K

Top Buyers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
$141M
2
MHI
Miller Howard Investments
New York
$8.49M
3
Vanguard Group
Vanguard Group
Pennsylvania
$340M
4
Canada Life
Canada Life
Manitoba, Canada
$6.32M
5
BIT
BlackRock Institutional Trust
California
$133M

Top Sellers

1
State Street
State Street
Massachusetts
$252M
2
Allianz Asset Management
Allianz Asset Management
Germany
$1.35M
3
QI
Qualcomm Inc
California
$2.26M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$15.2M
5
RS
Robeco Schweiz
Switzerland
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
301
Arrow Financial
New York
$45K – – –
AF
302
Allworth Financial
California
$33K +$33K +1,250 New
SEI Investments
303
SEI Investments
Pennsylvania
$31K +$27.8K +1,055 +865%
MMG
304
Monetary Management Group
Missouri
$30K – – –
CTC
305
Central Trust Company
Missouri
$28K – – –
KCM
306
Karp Capital Management
California
$28K +$161 +6 +0.6%
HCM
307
Highlander Capital Management
New Jersey
$27K – – –
LWA
308
Lenox Wealth Advisors
New York
$25K +$157 +6 +0.6%
BBHC
309
Brown Brothers Harriman & Co
New York
$24K – – –
NC
310
NewSquare Capital
Pennsylvania
$23K – – –
RFA
311
Reilly Financial Advisors
California
$23K +$23K +860 New
MA
312
MCF Advisors
Kentucky
$20K – – –
MA
313
MUFG Americas
New York
$18K – – –
QAM
314
QCI Asset Management
New York
$16K – – –
BC
315
Bartlett & Co
Ohio
$13K – – –
GAM
316
Gemmer Asset Management
California
$13K – – –
SF
317
Synovus Financial
Georgia
$12K -$9.43K -352 -44%
ACS
318
Archford Capital Strategies
Illinois
$11.8K +$79 +3 +0.7%
FNYS
319
First New York Securities
New York
$11.2K +$7.91K +300 +238%
FMII
320
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
SIG
321
Stanford Investment Group
California
$10K – – –
RIA
322
Regal Investment Advisors
Michigan
$10K +$10K +375 New
Northwestern Mutual Wealth Management
323
Northwestern Mutual Wealth Management
Wisconsin
$9K – – –
BPBT
324
Boston Private Bank & Trust
Massachusetts
$9K – – –
AC
325
Alexandria Capital
Virginia
$9K +$78 +3 +0.9%
11 12
13
14 15