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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 %
TCOV
351
Trust Company of Vermont
Vermont
$59K – – –
PWM
352
Perigon Wealth Management
California
$58K – – –
ACM
353
Armbruster Capital Management
New York
$56K – – –
BAM
354
Bruderman Asset Management
New York
$54K – – –
EWM
355
Endurance Wealth Management
Rhode Island
$53K -$53K -1,500 -50%
AF
356
Arrow Financial
New York
$52K -$8.92K -250 -15%
HMS
357
Hanseatic Management Services
New Mexico
$49K +$8.22K +230 +20%
SAM
358
Solaris Asset Management
New York
$48K – – –
AF
359
Allworth Financial
California
$45K – – –
KA
360
Klingman & Associates
New York
$41K – – –
CTC
361
Central Trust Company
Missouri
$40K – – –
MMG
362
Monetary Management Group
Missouri
$40K – – –
JWA
363
JFS Wealth Advisors
Pennsylvania
$39K – – –
FIB
364
First Interstate Bank
Montana
$36K -$6.7K -186 -16%
Northwestern Mutual Wealth Management
365
Northwestern Mutual Wealth Management
Wisconsin
$36K +$22.9K +640 +174%
VIA
366
Vantage Investment Advisors
Pennsylvania
$36K +$36K +1,000 New
PG
367
Patten Group
Tennessee
$35.7K – – –
LWA
368
Lenox Wealth Advisors
New York
$35K +$178 +5 +0.5%
JCM
369
Jacobi Capital Management
Pennsylvania
$34K +$34K +950 New
SFG
370
SevenBridge Financial Group
Pennsylvania
$34K +$34K +950 New
DSC
371
Duncker Streett & Co
Missouri
$33K – – –
RFA
372
Reilly Financial Advisors
California
$31K – – –
IAS
373
INR Advisory Services
Pennsylvania
$31K +$31K +862 New
MA
374
MCF Advisors
Kentucky
$27K – – –
FPB
375
First PREMIER Bank
South Dakota
$23K – – –
13 14
15
16 17