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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 %
GEA
351
Glen Eagle Advisors
New Jersey
$58.8K +$58.8K +1,957 New
CFA
352
CT Financial Advisors
Pennsylvania
$55.9K – – –
NCM
353
New Capital Management
Texas
$54K +$54K +1,794 New
ACM
354
Armbruster Capital Management
New York
$48K – – –
WB
355
Webster Bank
Connecticut
$47K +$47K +1,575 New
BAM
356
Bruderman Asset Management
New York
$46K – – –
TCOV
357
Trust Company of Vermont
Vermont
$45K -$4.5K -150 -9%
EWM
358
Endurance Wealth Management
Rhode Island
$45K – – –
YWP
359
YorkBridge Wealth Partners
New York
$45K +$45K +1,484 New
JWA
360
JFS Wealth Advisors
Pennsylvania
$40K -$141K -4,642 -78%
SAM
361
Solaris Asset Management
New York
$40K – – –
AF
362
Allworth Financial
California
$38K – – –
BWM
363
Baystate Wealth Management
Massachusetts
$38K +$38K +1,250 New
MMG
364
Monetary Management Group
Missouri
$34K – – –
CG
365
Cutler Group
California
$34K +$34K +1,144 New
AF
366
Arrow Financial
New York
$33K -$11.4K -375 -26%
JAM
367
Jolley Asset Management
North Carolina
$30K – – –
PG
368
Patten Group
Tennessee
$30K – – –
FIB
369
First Interstate Bank
Montana
$30K – – –
VIA
370
Vantage Investment Advisors
Pennsylvania
$30K – – –
LWA
371
Lenox Wealth Advisors
New York
$30K +$181 +6 +0.6%
JCM
372
Jacobi Capital Management
Pennsylvania
$29K – – –
DSC
373
Duncker Streett & Co
Missouri
$28K – – –
SFG
374
SevenBridge Financial Group
Pennsylvania
$28K – – –
RFA
375
Reilly Financial Advisors
California
$26K – – –
13 14
15
16 17