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Essential Utilities
WTRG

Overview Fund Activity

348 hedge funds and large institutions have $2.01B invested in Essential Utilities in 2015 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 117 increasing their positions, 114 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+5
Holders Change %
+1.46%
% of All Funds
9.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
40
Increased
117
Reduced
114
Closed
31
Calls
$899K
Puts
$1.06M
Net Calls
-$159K
Net Calls Change
-$863K

Top Buyers

1
Federated Hermes
Federated Hermes
Pennsylvania
$20.4M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$9.49M
3
WAM
Water Asset Management
New York
$19.9M
4
Goldman Sachs
Goldman Sachs
New York
$12.3M
5
ARC
Absolute Return Capital
Massachusetts
$8.23M

Top Sellers

1
State Street
State Street
Massachusetts
$215M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
3
NG
NatWest Group
United Kingdom
$0
4
PTC
Philadelphia Trust Company
Pennsylvania
$166K
5
Invesco
Invesco
Georgia
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
301
Allworth Financial
California
$31K – – –
MMG
302
Monetary Management Group
Missouri
$28K – – –
KCM
303
Karp Capital Management
California
$26K +$148 +6 +0.6%
PG
304
Patten Group
Tennessee
$24.5K +$24.5K +1,000 New
IAMA
305
Impax Asset Management (AIFM)
United Kingdom
$24.2K +$24.2K +990 New
LWA
306
Lenox Wealth Advisors
New York
$24K +$150 +6 +0.6%
CTC
307
Central Trust Company
Missouri
$23K -$3.07K -125 -12%
BBHC
308
Brown Brothers Harriman & Co
New York
$22K – – –
BCM
309
Brookstone Capital Management
Illinois
$22K +$22K +895 New
NC
310
NewSquare Capital
Pennsylvania
$21K – – –
MA
311
MCF Advisors
Kentucky
$18K – – –
QAM
312
QCI Asset Management
New York
$15K – – –
BC
313
Bartlett & Co
Ohio
$12K – – –
WCM
314
Wealthcare Capital Management
Virginia
$11K -$326K -13,375 -97%
VFA
315
Virtus Fund Advisers
Connecticut
$11K -$73K -2,965 -87%
ACS
316
Archford Capital Strategies
Illinois
$11K +$73 +3 +0.7%
W
317
Wealthfront
California
$10K +$3.69K +152 +58%
EWM
318
Evercore Wealth Management
New York
$10K +$10K +404 New
SIG
319
Stanford Investment Group
California
$9K – – –
RIA
320
Regal Investment Advisors
Michigan
$9K – – –
CF
321
CenterStar Fund
Illinois
$9K – – –
AC
322
Alexandria Capital
Virginia
$9K +$51 +2 +0.6%
GAM
323
Gemmer Asset Management
California
$8K -$4.46K -178 -36%
Northwestern Mutual Wealth Management
324
Northwestern Mutual Wealth Management
Wisconsin
$8K – – –
CWM
325
Catamount Wealth Management
Connecticut
$8K +$8K +330 New
11 12
13
14 15