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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 %
QAM
376
QCI Asset Management
New York
$22K – – –
CCA
377
Checchi Capital Advisers
California
$21K -$17.9K -496 -46%
VCM
378
Versant Capital Management
Arizona
$21K – – –
HCM
379
Highlander Capital Management
New Jersey
$18K – – –
Bessemer Group
380
Bessemer Group
New Jersey
$18K +$18K +498 New
SWA
381
Sutton Wealth Advisors
Florida
$16.7K – – –
BC
382
Bartlett & Co
Ohio
$16K – – –
ClearBridge Investments
383
ClearBridge Investments
New York
$15K -$141K -4,000 -90%
RCM
384
Riverhead Capital Management
Delaware
$14K -$620K -37,004 -98%
SIG
385
Stanford Investment Group
California
$13K – – –
AC
386
Alexandria Capital
Virginia
$13K – – –
IIC
387
Integrated Investment Consultants
Michigan
$12K – – –
TF
388
Tompkins Financial
New York
$12K +$12K +335 New
GAM
389
Gemmer Asset Management
California
$11K – – –
PCM
390
Penserra Capital Management
California
$11K +$4.18K +122 +61%
WAM
391
Wealthspire Advisors (Maryland)
Maryland
$10K – – –
MCA
392
Mercer Capital Advisers
New Jersey
$9K – – –
CAW
393
Cornerstone Advisors (Washington)
Washington
$9K – – –
FMP
394
Financial Management Professionals
Texas
$9K +$9K +272 New
CF
395
CenterStar Fund
Illinois
$8K – – –
AII
396
AGF Investments Inc
Ontario, Canada
$8K +$8K +234 New
SNT
397
Security National Trust
West Virginia
$7K – – –
VNA
398
Valley National Advisers
Pennsylvania
$6K – – –
QCG
399
Quadrant Capital Group
Ohio
$6K +$1.27K +45 +27%
MRCM
400
M&R Capital Management
New Jersey
$6K +$6K +184 New
14 15
16
17 18