WTRG icon

Essential Utilities
WTRG

Overview Fund Activity

348 hedge funds and large institutions have $2.01B invested in Essential Utilities in 2015 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 117 increasing their positions, 114 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+5
Holders Change %
+1.46%
% of All Funds
9.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
40
Increased
117
Reduced
114
Closed
31
Calls
$899K
Puts
$1.06M
Net Calls
-$159K
Net Calls Change
-$863K

Top Buyers

1
Federated Hermes
Federated Hermes
Pennsylvania
$20.4M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$9.49M
3
WAM
Water Asset Management
New York
$19.9M
4
Goldman Sachs
Goldman Sachs
New York
$12.3M
5
ARC
Absolute Return Capital
Massachusetts
$8.23M

Top Sellers

1
State Street
State Street
Massachusetts
$215M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
3
NG
NatWest Group
United Kingdom
$0
4
PTC
Philadelphia Trust Company
Pennsylvania
$166K
5
Invesco
Invesco
Georgia
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
NG
351
NatWest Group
United Kingdom
– -$9.89M -375,223 Closed
HCM
352
Highbridge Capital Management
New York
– -$2.73M -103,571 Closed
QI
353
Qualcomm Inc
California
– -$2.26M -85,695 Closed
Janney Montgomery Scott
354
Janney Montgomery Scott
Pennsylvania
– -$1.82M -68,967 Closed
Credit Agricole
355
Credit Agricole
France
– -$1.21M -45,775 Closed
IA
356
Icon Advisers
Colorado
– -$830K -31,500 Closed
DTL
357
Dynamic Technology Lab
Singapore
– -$784K -29,751 Closed
HighTower Advisors
358
HighTower Advisors
Illinois
– -$740K -28,097 Closed
HAG
359
HighPoint Advisor Group
Illinois
– -$652K -24,630 Closed
Fidelity Investments
360
Fidelity Investments
Massachusetts
– -$644K -24,429 Closed
NJBEST
361
New Jersey Better Educational Savings Trust
New Jersey
– -$632K -24,000 Closed
RHJA
362
Rice Hall James & Associates
California
– -$524K -19,875 Closed
QT
363
Quantbot Technologies
New York
– -$469K -17,827 Closed
IH
364
IFC Holdings
Florida
– -$407K -15,455 Closed
WAM
365
World Asset Management
Michigan
– -$368K -13,971 Closed
TCT
366
TIAA CREF Trust
Missouri
– -$357K -13,545 Closed
N
367
Natixis
France
– -$274K -10,406 Closed
IG
368
ING Group
Netherlands
– -$257K -9,750 Closed
BSWMG
369
Barrington Strategic Wealth Management Group
Illinois
– -$235K -8,925 Closed
VKH
370
Virtu KCG Holdings
New York
– -$234K -8,863 Closed
FNT
371
First National Trust
Pennsylvania
– -$224K -8,510 Closed
PWLP
372
Prio Wealth Limited Partnership
Massachusetts
– -$214K -8,136 Closed
JIC
373
Johnson Investment Counsel
Ohio
– -$211K -8,015 Closed
HCM
374
Highlander Capital Management
New Jersey
– -$27K -1,041 Closed
MA
375
MUFG Americas
New York
– -$18K -687 Closed
12 13 14
15
16