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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 %
IAS
376
INR Advisory Services
Pennsylvania
$26K – – –
PA
377
Parallel Advisors
California
$24K +$24K +784 New
SWA
378
Sutton Wealth Advisors
Florida
$21.4K +$7.39K +246 +53%
AIM
379
Advantage Investment Management
Iowa
$21K +$9K +300 +75%
FPB
380
First PREMIER Bank
South Dakota
$20K – – –
VCM
381
Versant Capital Management
Arizona
$20K +$2.56K +87 +15%
Nomura Asset Management
382
Nomura Asset Management
Japan
$20K +$20K +660 New
QAM
383
QCI Asset Management
New York
$19K – – –
PCM
384
Penserra Capital Management
California
$18K +$2.71K +95 +18%
TRCT
385
Tower Research Capital (TRC)
New York
$16K -$182K -6,221 -92%
BWP
386
Baldwin Wealth Partners
Massachusetts
$15K – – –
Bessemer Group
387
Bessemer Group
New Jersey
$15K – – –
HCM
388
Highlander Capital Management
New Jersey
$15K – – –
BBHC
389
Brown Brothers Harriman & Co
New York
$14K -$49.6K -1,657 -78%
ClearBridge Investments
390
ClearBridge Investments
New York
$13K – – –
BC
391
Bartlett & Co
Ohio
$13K – – –
CFA
392
Carroll Financial Associates
North Carolina
$13K +$87 +3 +0.7%
PCP
393
Proficio Capital Partners
Massachusetts
$12K +$4.45K +152 +59%
SIG
394
Stanford Investment Group
California
$11K – – –
AC
395
Alexandria Capital
Virginia
$11K – – –
Acadian Asset Management
396
Acadian Asset Management
Massachusetts
$11K +$11K +355 New
GAM
397
Gemmer Asset Management
California
$10K – – –
IIC
398
Integrated Investment Consultants
Michigan
$10K – – –
SFS
399
Sowell Financial Services
Arkansas
$10K +$10K +332 New
Northwestern Mutual Wealth Management
400
Northwestern Mutual Wealth Management
Wisconsin
$10K +$10K +348 New
14 15
16
17 18