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Essential Utilities
WTRG

Overview Fund Activity

373 hedge funds and large institutions have $2.52B invested in Essential Utilities in 2015 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 134 increasing their positions, 116 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+14
Holders Change %
+3.9%
% of All Funds
9.8%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.11%
New
50
Increased
134
Reduced
116
Closed
33
Calls
$2.57M
Puts
$697K
Net Calls
+$1.88M
Net Calls Change
+$2.52M

Top Buyers

1
State Street
1
State Street
Massachusetts
$288M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$41.5M
3
BFA
3
BlackRock Fund Advisors
California
$182M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$11.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$404M

Top Sellers

1
BKBG
1
BHF Kleinwort Benson Group
Belgium
$5.77M
2
O
2
OppenheimerFunds
New York
$0
3
NG
3
NatWest Group
United Kingdom
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$66.8M
5
RA
5
Royce & Associates
New York
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
301
Benjamin F. Edwards & Company
Missouri
$112K -$7.41K -249 -6%
SOADOR
302
State of Alaska Department of Revenue
Alaska
$107K +$107K +3,601 New
APSP
303
Asset Planning Services (Pennsylvania)
Pennsylvania
$106K – – –
AAC
304
Asset Advisors Corp
Georgia
$104K +$104K +3,500 New
MWP
305
MYCIO Wealth Partners
Pennsylvania
$101K – – –
TDC
306
Thompson Davis & Co
Virginia
$98K +$8.01K +269 +9%
LNB
307
Ledyard National Bank
$92K -$3.36K -112 -4%
SEI Investments
308
SEI Investments
Pennsylvania
$90K +$82.9K +2,761 +1,160%
EWM
309
Endurance Wealth Management
Rhode Island
$89K – – –
Pacer Advisors
310
Pacer Advisors
Pennsylvania
$85K +$85K +2,849 New
HDIM
311
Hanson & Doremus Investment Management
Vermont
$84K – – –
HI
312
Hudock Inc
Pennsylvania
$79K +$472 +16 +0.6%
IA
313
IFP Advisors
Florida
$77K +$77K +2,576 New
LWCFA
314
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$70K – – –
WA
315
WFG Advisors
Texas
$65K +$7.77K +259 +14%
CFA
316
CT Financial Advisors
Pennsylvania
$55.4K +$55.4K +1,860 New
TCOV
317
Trust Company of Vermont
Vermont
$55K – – –
FNBT
318
FineMark National Bank & Trust
Florida
$51K -$11.2K -375 -18%
AF
319
Arrow Financial
New York
$51K – – –
SAM
320
Solaris Asset Management
New York
$51K +$1.48K +50 +3%
ACM
321
Armbruster Capital Management
New York
$47K +$47K +1,582 New
AFP
322
Ausdal Financial Partners
Iowa
$45K +$45K +1,500 New
TRCT
323
Tower Research Capital (TRC)
New York
$39K +$36.7K +1,219 +1,583%
AF
324
Allworth Financial
California
$37K – – –
FIB
325
First Interstate Bank
Montana
$35K – – –
11 12
13
14 15