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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 %
MCM
401
MV Capital Management
Maryland
$5K – – –
SF
402
Synovus Financial
Georgia
$5K +$33 +1 +0.7%
TWA
403
TCI Wealth Advisors
Arizona
$5K +$2.7K +83 +117%
Twin Tree Management
404
Twin Tree Management
Texas
$5K +$5K +153 New
FNYS
405
First New York Securities
New York
$4.49K – – –
WCBA
406
Weaver C. Barksdale & Associates
Tennessee
$4K – – –
CP
407
Corbenic Partners
Pennsylvania
$4K – – –
NHFG
408
New Harbor Financial Group
Massachusetts
$3K – – –
Acadian Asset Management
409
Acadian Asset Management
Massachusetts
$2K – – –
TFO
410
Tarbox Family Office
California
$2K – – –
PCP
411
Proficio Capital Partners
Massachusetts
$2K +$1.51K +46 +307%
OFS
412
Orrstown Financial Services
Pennsylvania
$2K +$2K +60 New
TCA
413
Tortoise Capital Advisors
Kansas
$1K – – –
WA
414
Winfield Associates
Ohio
$1K – – –
CA
415
Commerzbank Aktiengesellschaft
Germany
$334 +$65 +1,818 +24%
AT
416
Arden Trust
Delaware
$310 +$310 +8,718 New
HW
417
Hancock Whitney
Mississippi
– -$2.44K -76,535 Closed
Janney Montgomery Scott
418
Janney Montgomery Scott
Pennsylvania
– -$2.33M -73,118 Closed
CCMH
419
Cornerstone Capital Management Holdings
New York
– -$1.72M -54,084 Closed
PAM
420
Princeton Alpha Management
New Jersey
– -$1.28M -40,192 Closed
CSS
421
Cubist Systematic Strategies
Connecticut
– -$1.14M -35,838 Closed
BCM
422
BlueCrest Capital Management
Jersey
– -$553K -17,394 Closed
TG
423
TLP Group
Illinois
– -$477K -15,000 Closed
DCM
424
Dynamic Capital Management
Jersey
– -$398K -12,496 Closed
Squarepoint
425
Squarepoint
New York
– -$383K -12,023 Closed
14 15 16
17
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