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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 %
SWA
376
Sutton Wealth Advisors
Florida
$14.2K – – –
BC
377
Bartlett & Co
Ohio
$13K – – –
ClearBridge Investments
378
ClearBridge Investments
New York
$13K – – –
CFA
379
Carroll Financial Associates
North Carolina
$13K +$13K +443 New
AIM
380
Advantage Investment Management
Iowa
$12K +$12K +400 New
TCIM
381
TIAA CREF Investment Management
New York
$11.5K +$1.5K +49,246 +15%
SIG
382
Stanford Investment Group
California
$11K – – –
AC
383
Alexandria Capital
Virginia
$11K – – –
GAM
384
Gemmer Asset Management
California
$10K – – –
IIC
385
Integrated Investment Consultants
Michigan
$10K – – –
WAM
386
Wealthspire Advisors (Maryland)
Maryland
$9K – – –
MCA
387
Mercer Capital Advisers
New Jersey
$8K – – –
PCP
388
Proficio Capital Partners
Massachusetts
$8K +$6.11K +197 +323%
CAW
389
Cornerstone Advisors (Washington)
Washington
$7K -$810 -25 -10%
AII
390
AGF Investments Inc
Ontario, Canada
$7K – – –
Simplex Trading
391
Simplex Trading
Illinois
$7K +$7K +256 New
QCG
392
Quadrant Capital Group
Ohio
$6K – – –
SNT
393
Security National Trust
West Virginia
$6K – – –
OFS
394
Orrstown Financial Services
Pennsylvania
$6K +$4.05K +125 +208%
PFBT
395
Parkside Financial Bank & Trust
Missouri
$6K +$6K +200 New
VNA
396
Valley National Advisers
Pennsylvania
$5K – – –
MRCM
397
M&R Capital Management
New Jersey
$5K – – –
TWA
398
TCI Wealth Advisors
Arizona
$5K – – –
SF
399
Synovus Financial
Georgia
$5K +$32 +1 +0.7%
HR
400
Howe & Rusling
New York
$5K +$5K +165 New
14 15
16
17 18