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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 %
AF
351
Arrow Financial
New York
$44K – – –
EWM
352
Endurance Wealth Management
Rhode Island
$44K – – –
SAM
353
Solaris Asset Management
New York
$41K – – –
AF
354
Allworth Financial
California
$38K – – –
KA
355
Klingman & Associates
New York
$35K – – –
CTC
356
Central Trust Company
Missouri
$35K – – –
MMG
357
Monetary Management Group
Missouri
$34K – – –
VIA
358
Vantage Investment Advisors
Pennsylvania
$30K – – –
FIB
359
First Interstate Bank
Montana
$30K – – –
LWA
360
Lenox Wealth Advisors
New York
$30K +$212 +7 +0.7%
JAM
361
Jolley Asset Management
North Carolina
$30K +$30K +1,000 New
PG
362
Patten Group
Tennessee
$29.8K – – –
DSC
363
Duncker Streett & Co
Missouri
$29K – – –
JCM
364
Jacobi Capital Management
Pennsylvania
$28K – – –
SFG
365
SevenBridge Financial Group
Pennsylvania
$28K – – –
IAS
366
INR Advisory Services
Pennsylvania
$26K – – –
RFA
367
Reilly Financial Advisors
California
$26K – – –
FPB
368
First PREMIER Bank
South Dakota
$20K – – –
QAM
369
QCI Asset Management
New York
$19K – – –
VCM
370
Versant Capital Management
Arizona
$18K – – –
PCM
371
Penserra Capital Management
California
$16K +$6.4K +214 +67%
LYV
372
Live Your Vision
Pennsylvania
$16K +$16K +527 New
Bessemer Group
373
Bessemer Group
New Jersey
$15K – – –
HCM
374
Highlander Capital Management
New Jersey
$15K – – –
BWP
375
Baldwin Wealth Partners
Massachusetts
$15K +$15K +500 New
13 14
15
16 17