WTRG icon

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 %
MA
351
MUFG Americas
New York
$10K +$10K +350 New
WAM
352
Wealthspire Advisors (Maryland)
Maryland
$9K +$9K +289 New
IC
353
IKOS CIF
Cyprus
$9K +$9K +300 New
ASN
354
Advisory Services Network
Georgia
$8K – – –
MCA
355
Mercer Capital Advisers
New Jersey
$7K – – –
PCM
356
Penserra Capital Management
California
$7K +$7K +234 New
Manulife (Manufacturers Life Insurance)
357
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.82K -$47 -1,570 -0.7%
CB
358
Community Bank
New York
$6K – – –
PHK
359
Point72 Hong Kong
Hong Kong
$6K +$6K +200 New
CP
360
Corbenic Partners
Pennsylvania
$4K – – –
MCM
361
MV Capital Management
Maryland
$4K – – –
SF
362
Synovus Financial
Georgia
$4K +$26 +1 +0.7%
FNYS
363
First New York Securities
New York
$3.76K – – –
WCBA
364
Weaver C. Barksdale & Associates
Tennessee
$3K -$553 -21 -16%
CF
365
CenterStar Fund
Illinois
$3K – – –
Nuveen Asset Management
366
Nuveen Asset Management
Illinois
$2.13K – – –
TFO
367
Tarbox Family Office
California
$2K -$102 -3 -5%
TWA
368
TCI Wealth Advisors
Arizona
$2K -$56 -2 -3%
FPTW
369
Franklin, Parlapiano, Turner & Welch
Texas
$2K – – –
NHFG
370
New Harbor Financial Group
Massachusetts
$2K – – –
HA
371
Harfst & Associates
Wyoming
$2K +$2K +70 New
TCA
372
Tortoise Capital Advisors
Kansas
$1K – – –
Acadian Asset Management
373
Acadian Asset Management
Massachusetts
$1K +$1K +44 New
O
374
OppenheimerFunds
New York
– -$17.7M -668,984 Closed
NG
375
NatWest Group
United Kingdom
– -$9.91M -374,473 Closed
13 14
15
16 17