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Essential Utilities
WTRG

Overview Fund Activity

416 hedge funds and large institutions have $3.06B invested in Essential Utilities in 2016 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 146 increasing their positions, 132 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+12
Holders Change %
+2.97%
% of All Funds
11.12%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
37
Increased
146
Reduced
132
Closed
20
Calls
$1.98M
Puts
$567K
Net Calls
+$1.41M
Net Calls Change
+$262K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$532M
2
State Street
State Street
Massachusetts
$330M
3
WI
WBI Investments
New Jersey
$13.4M
4
BFA
BlackRock Fund Advisors
California
$231M
5
Capital World Investors
Capital World Investors
California
$10.3M

Top Sellers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
$120M
2
Renaissance Technologies
Renaissance Technologies
New York
$27.5M
3
Allianz Asset Management
Allianz Asset Management
Germany
$16.3M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$2.55M
5
First Trust Advisors
First Trust Advisors
Illinois
$6.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
VanEck Associates
301
VanEck Associates
New York
$263K +$52.6K +1,475 +25%
Barclays
302
Barclays
United Kingdom
$254K -$3.61M -101,414 -93%
HSBC Holdings
303
HSBC Holdings
United Kingdom
$254K -$216K -6,070 -46%
CG
304
Caprock Group
Idaho
$253K -$64.5K -1,811 -20%
LFR
305
Lehman Financial Resources
Pennsylvania
$250K – – –
CCMG
306
Clark Capital Management Group
Pennsylvania
$245K – – –
ASN
307
Advisory Services Network
Georgia
$245K +$235K +6,590 +2,450%
GIA
308
Granite Investment Advisors
New Hampshire
$243K – – –
NAMP
309
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$239K – – –
JIC
310
Johnson Investment Counsel
Ohio
$239K +$36 +1 +0%
HL
311
HeadInvest LLC
Maine
$238K – – –
BHIA
312
Birch Hill Investment Advisors
Massachusetts
$238K – – –
BRWA
313
B. Riley Wealth Advisors
Florida
$232K +$232K +6,505 New
ICAS
314
Investors Capital Advisory Services
Massachusetts
$228K +$228K +6,405 New
ECM
315
EagleClaw Capital Management
Massachusetts
$226K – – –
AB
316
AT Bancorp
Iowa
$225K – – –
SOADOR
317
State of Alaska Department of Revenue
Alaska
$219K -$219K -6,159 -50%
CRIG
318
Charter Research & Investment Group
Connecticut
$219K +$219K +6,150 New
FAAS
319
First Allied Advisory Services
California
$217K -$289K -8,180 -57%
HFS
320
HL Financial Services
Kentucky
$212K -$152K -4,250 -42%
BUB
321
BBVA USA Bancshares
Texas
$212K -$26.4K -740 -11%
FIM
322
Freedom Investment Management
Connecticut
$206K +$206K +5,775 New
BOH
323
Bank of Hawaii
Hawaii
$205K +$205K +5,760 New
HNB
324
Huntington National Bank
Ohio
$201K -$93.1K -2,605 -32%
TRCT
325
Tower Research Capital (TRC)
New York
$197K -$69.4K -1,948 -26%
11 12
13
14 15