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Essential Utilities
WTRG

Overview Fund Activity

359 hedge funds and large institutions have $2.24B invested in Essential Utilities in 2015 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 110 reducing their positions, and 27 closing their positions.

Holders
359
Holders Change
+11
Holders Change %
+3.16%
% of All Funds
10.03%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.2%
New
40
Increased
129
Reduced
110
Closed
27
Calls
$736K
Puts
$1.38M
Net Calls
-$645K
Net Calls Change
-$486K

Top Buyers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$24.4M
2
BKBG
2
BHF Kleinwort Benson Group
Belgium
$22.9M
3
State Street
3
State Street
Massachusetts
$245M
4
NG
4
NatWest Group
United Kingdom
$9.91M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$67.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.16M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$303K
3
O
3
OppenheimerFunds
New York
$17.7M
4
WAM
4
Water Asset Management
New York
$14.3M
5
QI
5
QS Investors
New York
$1.07M
Name Market Value Shares Shares
Change 		Shares
Change %
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$14.7M 555,350 +2,200 +0.4%
WAM
27
Water Asset Management
New York
$14.3M 540,860 -273,321 -34%
Principal Financial Group
28
Principal Financial Group
Iowa
$14.2M 536,680 +4,303 +0.8%
Allianz Asset Management
29
Allianz Asset Management
Germany
$13.6M 512,858 +246,158 +92%
BIM
30
BlackRock Investment Management
Delaware
$13.5M 508,267 +95 +0%
GC
31
Guggenheim Capital
Illinois
$13.4M 508,058 +23,712 +5%
First Trust Advisors
32
First Trust Advisors
Illinois
$13.1M 495,055 -100,537 -17%
Ameriprise
33
Ameriprise
Minnesota
$12.7M 481,159 -6,800 -1%
Legal & General Group
34
Legal & General Group
United Kingdom
$12.3M 464,454 -9,213 -2%
Charles Schwab
35
Charles Schwab
California
$12.2M 462,657 +24,791 +6%
Goldman Sachs
36
Goldman Sachs
New York
$11.6M 437,016 -66,307 -13%
Stifel Financial
37
Stifel Financial
Missouri
$11.2M 421,700 +21,608 +5%
Bank of America
38
Bank of America
North Carolina
$11M 414,524 -26,613 -6%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$10.8M 406,200 +7,748 +2%
Massachusetts Financial Services
40
Massachusetts Financial Services
Massachusetts
$10.3M 389,227 +120,357 +45%
CS
41
Credit Suisse
Switzerland
$10.2M 384,331 +26,076 +7%
First Manhattan
42
First Manhattan
New York
$10M 379,663 -2,126 -0.6%
AIG
43
American International Group
New York
$9.95M 375,803 +187 +0%
NG
44
NatWest Group
United Kingdom
$9.91M 374,473 +374,473 New
Wells Fargo
45
Wells Fargo
California
$9.86M 372,527 -13,209 -3%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$8.83M 333,415 +10,020 +3%
BlackRock
47
BlackRock
New York
$8.69M 328,136 +2,136 +0.7%
UBS Group
48
UBS Group
Switzerland
$8.21M 310,144 +9,099 +3%
Canada Life
49
Canada Life
Manitoba, Canada
$8.19M 311,732 +59,254 +23%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$8.16M 308,154 +20,405 +7%
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