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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 %
MMG
326
Monetary Management Group
Missouri
$34K – – –
KA
327
Klingman & Associates
New York
$34K +$29.4K +1,000 +641%
PG
328
Patten Group
Tennessee
$29.8K – – –
LWA
329
Lenox Wealth Advisors
New York
$29K +$149 +5 +0.5%
CTC
330
Central Trust Company
Missouri
$28K – – –
DSC
331
Duncker Streett & Co
Missouri
$28K +$28K +937 New
BBHC
332
Brown Brothers Harriman & Co
New York
$27K – – –
RFA
333
Reilly Financial Advisors
California
$26K -$3.78K -125 -13%
NC
334
NewSquare Capital
Pennsylvania
$26K – – –
MA
335
MCF Advisors
Kentucky
$22K – – –
QAM
336
QCI Asset Management
New York
$19K – – –
FPB
337
First PREMIER Bank
South Dakota
$19K +$19K +650 New
VCM
338
Versant Capital Management
Arizona
$18K +$18K +629 New
BC
339
Bartlett & Co
Ohio
$15K – – –
VFA
340
Virtus Fund Advisers
Connecticut
$15K +$1.9K +65 +15%
HCM
341
Highlander Capital Management
New Jersey
$15K +$15K +500 New
ACS
342
Archford Capital Strategies
Illinois
$14K +$92 +3 +0.7%
SNT
343
Security National Trust
West Virginia
$14K +$6.36K +219 +83%
LWA
344
Lowe Wealth Advisors
Maryland
$12K +$12K +392 New
LWM
345
LBA Wealth Management
Florida
$11K – – –
SIG
346
Stanford Investment Group
California
$11K – – –
AC
347
Alexandria Capital
Virginia
$11K +$62 +2 +0.6%
Northwestern Mutual Wealth Management
348
Northwestern Mutual Wealth Management
Wisconsin
$10K -$9.01K -299 -47%
GAM
349
Gemmer Asset Management
California
$10K – – –
JWA
350
JFS Wealth Advisors
Pennsylvania
$10K +$10K +320 New
12 13
14
15 16