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Essential Utilities
WTRG

Overview Fund Activity

416 hedge funds and large institutions have $2.62B invested in Essential Utilities in 2016 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 129 increasing their positions, 140 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
–
Holders Change %
0%
% of All Funds
11.12%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
34
Increased
129
Reduced
140
Closed
32
Calls
$1.77M
Puts
$1.63M
Net Calls
+$144K
Net Calls Change
-$1.27M

Top Buyers

1
SG Americas Securities
SG Americas Securities
New York
$22.1M
2
Millennium Management
Millennium Management
New York
$15.2M
3
First Trust Advisors
First Trust Advisors
Illinois
$19.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
$465M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$8.8M

Top Sellers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
$96.4M
2
WI
WBI Investments
New Jersey
$0
3
Allianz Asset Management
Allianz Asset Management
Germany
$2.5M
4
State Street
State Street
Massachusetts
$271M
5
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$6.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
326
Joel Isaacson & Co
New York
$133K – – –
AIM
327
Arcadia Investment Management
Michigan
$126K – – –
BFEC
328
Benjamin F. Edwards & Company
Missouri
$123K -$6.08K -200 -5%
WT
329
Whittier Trust
California
$120K – – –
CHC
330
City Holding Co
West Virginia
$118K – – –
APSP
331
Asset Planning Services (Pennsylvania)
Pennsylvania
$111K – – –
SEI Investments
332
SEI Investments
Pennsylvania
$106K +$14.3K +466 +16%
AIM
333
Anchor Investment Management
South Carolina
$104K -$3.05K -100 -3%
MWP
334
MYCIO Wealth Partners
Pennsylvania
$103K – – –
FNBT
335
FineMark National Bank & Trust
Florida
$101K +$48.9K +1,603 +94%
TDC
336
Thompson Davis & Co
Virginia
$97K -$4.84K -158 -5%
LNB
337
Ledyard National Bank
$94K – – –
HDIM
338
Hanson & Doremus Investment Management
Vermont
$86K – – –
HI
339
Hudock Inc
Pennsylvania
$82K – – –
PG
340
PEAK6 Group
Illinois
$80K +$80K +2,625 New
LWCFA
341
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$71K – – –
CB
342
Community Bank
New York
$71K – – –
BBHC
343
Brown Brothers Harriman & Co
New York
$65K – – –
IWC
344
Integrated Wealth Counsel
California
$63K +$63K +2,082 New
ACM
345
Argentus Capital Management
Texas
$59K -$6.92K -226 -10%
CFA
346
CT Financial Advisors
Pennsylvania
$56.7K – – –
PWM
347
Perigon Wealth Management
California
$50K – – –
TCOV
348
Trust Company of Vermont
Vermont
$50K – – –
ACM
349
Armbruster Capital Management
New York
$48K – – –
BAM
350
Bruderman Asset Management
New York
$46K – – –
12 13
14
15 16