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Essential Utilities
WTRG

Overview Fund Activity

432 hedge funds and large institutions have $2.68B invested in Essential Utilities in 2016 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 132 increasing their positions, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+16
Holders Change %
+3.85%
% of All Funds
10.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
59
Increased
132
Reduced
133
Closed
38
Calls
$1.15M
Puts
$1.77M
Net Calls
-$624K
Net Calls Change
-$768K

Top Buyers

1
State Street
State Street
Massachusetts
$318M
2
Vanguard Group
Vanguard Group
Pennsylvania
$476M
3
Goldman Sachs
Goldman Sachs
New York
$25.6M
4
IAMU
Impax Asset Management (UK)
United Kingdom
$39.8M
5
BFA
BlackRock Fund Advisors
California
$213M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
$2.64M
2
Millennium Management
Millennium Management
New York
$4.14M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
Federated Hermes
Federated Hermes
Pennsylvania
$8.46M
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TG
326
TLP Group
Illinois
$189K +$189K +6,306 New
IPC
327
Independent Portfolio Consultants
Florida
$184K -$602 -20 -0.3%
NIT
328
NumerixS Investment Technologies
British Columbia, Canada
$183K +$183K +6,100 New
HNB
329
Huntington National Bank
Ohio
$169K – – –
PAM
330
Panagora Asset Management
Massachusetts
$165K – – –
MFS
331
MSI Financial Services
Massachusetts
$160K +$20.8K +695 +15%
PFSC
332
Peoples Financial Services Corp
Pennsylvania
$157K – – –
H
333
Hexavest
Quebec, Canada
$147K – – –
JIC
334
Joel Isaacson & Co
New York
$131K – – –
BFEC
335
Benjamin F. Edwards & Company
Missouri
$122K – – –
WT
336
Whittier Trust
California
$119K – – –
CHC
337
City Holding Co
West Virginia
$116K – – –
IA
338
IFP Advisors
Florida
$115K -$55.8K -1,862 -33%
APSP
339
Asset Planning Services (Pennsylvania)
Pennsylvania
$110K – – –
AIM
340
Anchor Investment Management
South Carolina
$103K – – –
TDC
341
Thompson Davis & Co
Virginia
$95K – – –
FA
342
Friess Associates
Delaware
$94K +$94K +3,117 New
LNB
343
Ledyard National Bank
$88K -$3.74K -125 -4%
HDIM
344
Hanson & Doremus Investment Management
Vermont
$85K – – –
FNBT
345
FineMark National Bank & Trust
Florida
$83K -$16.2K -541 -16%
HI
346
Hudock Inc
Pennsylvania
$80K – – –
CB
347
Community Bank
New York
$70K – – –
LWCFA
348
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$70K – – –
IWC
349
Integrated Wealth Counsel
California
$63K – – –
SIC
350
Salem Investment Counselors
North Carolina
$60K – – –
12 13
14
15 16