WTRG icon

Essential Utilities
WTRG

Overview Fund Activity

348 hedge funds and large institutions have $2.01B invested in Essential Utilities in 2015 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 117 increasing their positions, 114 reducing their positions, and 31 closing their positions.

Holders
348
Holders Change
+5
Holders Change %
+1.46%
% of All Funds
9.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
40
Increased
117
Reduced
114
Closed
31
Calls
$899K
Puts
$1.06M
Net Calls
-$159K
Net Calls Change
-$863K

Top Buyers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$20.4M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$9.49M
3
WAM
3
Water Asset Management
New York
$19.9M
4
Goldman Sachs
4
Goldman Sachs
New York
$12.3M
5
ARC
5
Absolute Return Capital
Massachusetts
$8.23M

Top Sellers

1
State Street
1
State Street
Massachusetts
$215M
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
3
NG
3
NatWest Group
United Kingdom
$0
4
PTC
4
Philadelphia Trust Company
Pennsylvania
$166K
5
Invesco
5
Invesco
Georgia
$31M
Name Market Value Shares Shares
Change 		Shares
Change %
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$13.5M 553,150 -3,100 -0.6%
Principal Financial Group
27
Principal Financial Group
Iowa
$13M 532,377 +28,482 +6%
BIM
28
BlackRock Investment Management
Delaware
$12.4M 508,172 +9,519 +2%
Goldman Sachs
29
Goldman Sachs
New York
$12.3M 503,323 +336,662 +202%
Ameriprise
30
Ameriprise
Minnesota
$12M 487,959 +27,108 +6%
GC
31
Guggenheim Capital
Illinois
$11.9M 484,346 -17,390 -3%
Legal & General Group
32
Legal & General Group
United Kingdom
$11.6M 473,667 +64,660 +16%
Bank of America
33
Bank of America
North Carolina
$10.8M 441,137 -43,018 -9%
Charles Schwab
34
Charles Schwab
California
$10.7M 437,866 +43,682 +11%
Stifel Financial
35
Stifel Financial
Missouri
$9.8M 400,092 +25,431 +7%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$9.76M 398,452 +26,083 +7%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$9.49M 387,489 +353,120 +1,027%
Wells Fargo
38
Wells Fargo
California
$9.45M 385,736 +7,824 +2%
First Manhattan
39
First Manhattan
New York
$9.35M 381,789 -38 -0%
AIG
40
American International Group
New York
$9.2M 375,616 -431 -0.1%
CS
41
Credit Suisse
Switzerland
$8.77M 358,255 +13,263 +4%
ARC
42
Absolute Return Capital
Massachusetts
$8.23M 336,040 +336,040 New
MHI
43
Miller Howard Investments
New York
$8M 326,548 +4,455 +1%
BlackRock
44
BlackRock
New York
$7.98M 326,000 +14,276 +5%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$7.92M 323,395 -11,232 -3%
QI
46
QS Investors
New York
$7.41M 302,425 -20,328 -6%
UBS Group
47
UBS Group
Switzerland
$7.37M 301,045 +4,845 +2%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$7.12M 290,747 -590 -0.2%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$7.05M 287,749 +5,501 +2%
TCIM
50
TIAA CREF Investment Management
New York
$7.04M 287,628 +6,619 +2%
1
2
3 4 5