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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 %
TRCT
326
Tower Research Capital (TRC)
New York
$8K -$111K -4,389 -93%
MCA
327
Mercer Capital Advisers
New Jersey
$7K – – –
W
328
Wealthfront
California
$7K +$6.89K +256 +6,400%
Manulife (Manufacturers Life Insurance)
329
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.01K +$73 +2,777 +1%
DBT
330
Dubuque Bank & Trust
Iowa
$5K +$5K +189 New
CB
331
Community Bank
New York
$4K – – –
KA
332
Klingman & Associates
New York
$4K – – –
HRIA
333
Haberer Registered Investment Advisor
Ohio
$4K – – –
MPWT
334
MassMutual Private Wealth & Trust
Connecticut
$3.29K – – –
WCBA
335
Weaver C. Barksdale & Associates
Tennessee
$3K – – –
CP
336
Corbenic Partners
Pennsylvania
$3K – – –
NHFG
337
New Harbor Financial Group
Massachusetts
$2K – – –
TWA
338
TCI Wealth Advisors
Arizona
$2K – – –
EFSCE
339
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
TCA
340
Tortoise Capital Advisors
Kansas
$1K – – –
TFO
341
Tarbox Family Office
California
$1K – – –
Acadian Asset Management
342
Acadian Asset Management
Massachusetts
$1K +$1K +32 New
LG
343
Leuthold Group
Minnesota
– -$3.22M -120,394 Closed
AP
344
AHL Partners
United Kingdom
– -$2.89M -108,137 Closed
CAM
345
Carret Asset Management
New York
– -$506K -18,941 Closed
PL
346
Parkwood LLC
Ohio
– -$350K -13,123 Closed
BRWA
347
B. Riley Wealth Advisors
Florida
– -$2.17K -12,423 Closed
PP
348
Paloma Partners
Connecticut
– -$209K -7,828 Closed
NPC
349
National Planning Corporation
California
– -$173K -6,509 Closed
IC
350
IKOS CIF
Cyprus
– -$98K -3,738 Closed
11 12 13
14
15