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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 %
TCM
326
Tuttle Capital Management
Connecticut
$197K +$1.07K +31 +0.5%
PAM
327
Panagora Asset Management
Massachusetts
$196K – – –
WA
328
WFG Advisors
Texas
$185K +$392 +11 +0.2%
MFS
329
MSI Financial Services
Massachusetts
$179K +$13.6K +381 +8%
PFSC
330
Peoples Financial Services Corp
Pennsylvania
$157K – – –
JIC
331
Joel Isaacson & Co
New York
$156K – – –
BFEC
332
Benjamin F. Edwards & Company
Missouri
$152K -$1.79K -50 -1%
AIM
333
Arcadia Investment Management
Michigan
$148K +$7.13K +200 +5%
WT
334
Whittier Trust
California
$141K +$4.28K +120 +3%
CHC
335
City Holding Co
West Virginia
$138K – – –
APSP
336
Asset Planning Services (Pennsylvania)
Pennsylvania
$130K +$3.56K +100 +3%
AIM
337
Anchor Investment Management
South Carolina
$125K -$3.57K -100 -3%
MWP
338
MYCIO Wealth Partners
Pennsylvania
$121K – – –
TDC
339
Thompson Davis & Co
Virginia
$119K +$608 +17 +0.5%
LNB
340
Ledyard National Bank
$110K – – –
SEI Investments
341
SEI Investments
Pennsylvania
$108K -$846K -23,453 -89%
HDIM
342
Hanson & Doremus Investment Management
Vermont
$101K – – –
HI
343
Hudock Inc
Pennsylvania
$95K – – –
LWCFA
344
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$84K – – –
CB
345
Community Bank
New York
$83K +$75.9K +2,125 +1,063%
QT
346
Quantbot Technologies
New York
$78K -$132K -3,720 -63%
ACM
347
Argentus Capital Management
Texas
$77K +$77K +2,153 New
BBHC
348
Brown Brothers Harriman & Co
New York
$76K – – –
CFA
349
CT Financial Advisors
Pennsylvania
$66.3K – – –
FNBT
350
FineMark National Bank & Trust
Florida
$61K – – –
12 13
14
15 16