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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 %
WAM
401
Wealthspire Advisors (Maryland)
Maryland
$9K – – –
BRC
402
Bell Rock Capital
Delaware
$9K +$9K +312 New
LYV
403
Live Your Vision
Pennsylvania
$8K -$8.73K -275 -52%
MCA
404
Mercer Capital Advisers
New Jersey
$8K – – –
AII
405
AGF Investments Inc
Ontario, Canada
$7K – – –
Simplex Trading
406
Simplex Trading
Illinois
$6K -$1.35K -47 -18%
PFBT
407
Parkside Financial Bank & Trust
Missouri
$6K – – –
CAW
408
Cornerstone Advisors (Washington)
Washington
$6K – – –
QCG
409
Quadrant Capital Group
Ohio
$6K – – –
SNT
410
Security National Trust
West Virginia
$6K – – –
SF
411
Synovus Financial
Georgia
$5K – – –
HR
412
Howe & Rusling
New York
$5K – – –
OFS
413
Orrstown Financial Services
Pennsylvania
$5K – – –
MRCM
414
M&R Capital Management
New Jersey
$5K – – –
VNA
415
Valley National Advisers
Pennsylvania
$5K – – –
WCBA
416
Weaver C. Barksdale & Associates
Tennessee
$5K +$839 +26 +20%
EARNEST Partners
417
EARNEST Partners
Georgia
$5K +$5K +175 New
IP
418
Intellectus Partners
California
$5K +$5K +176 New
CP
419
Corbenic Partners
Pennsylvania
$4K – – –
MCM
420
MV Capital Management
Maryland
$4K – – –
KT
421
Kanaly Trust
Texas
$4K +$4K +137 New
FNYS
422
First New York Securities
New York
$3.79K – – –
WAS
423
WESPAC Advisors SoCal
California
$3.76K – – –
OFW
424
Omnia Family Wealth
Florida
$3K +$3K +113 New
TWA
425
TCI Wealth Advisors
Arizona
$2K -$2.34K -83 -54%
15 16
17
18 19