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Essential Utilities
WTRG

Overview Fund Activity

373 hedge funds and large institutions have $2.52B invested in Essential Utilities in 2015 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 134 increasing their positions, 116 reducing their positions, and 33 closing their positions.

Holders
373
Holders Change
+14
Holders Change %
+3.9%
% of All Funds
9.8%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.11%
New
50
Increased
134
Reduced
116
Closed
33
Calls
$2.57M
Puts
$697K
Net Calls
+$1.88M
Net Calls Change
+$2.52M

Top Buyers

1
State Street
1
State Street
Massachusetts
$288M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$41.5M
3
BFA
3
BlackRock Fund Advisors
California
$182M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$11.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$404M

Top Sellers

1
BKBG
1
BHF Kleinwort Benson Group
Belgium
$5.77M
2
O
2
OppenheimerFunds
New York
$0
3
NG
3
NatWest Group
United Kingdom
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$66.8M
5
RA
5
Royce & Associates
New York
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Retirement Systems of Alabama
26
Retirement Systems of Alabama
Alabama
$17.2M +$73.9K +2,479 +0.4%
Principal Financial Group
27
Principal Financial Group
Iowa
$16.6M +$597K +20,041 +4%
BIM
28
BlackRock Investment Management
Delaware
$15.1M -$57.9K -1,942 -0.4%
Charles Schwab
29
Charles Schwab
California
$14.4M +$590K +19,804 +4%
Legal & General Group
30
Legal & General Group
United Kingdom
$14M +$167K +5,592 +1%
GC
31
Guggenheim Capital
Illinois
$13.9M -$1.19M -40,021 -8%
Ameriprise
32
Ameriprise
Minnesota
$13.8M -$492K -16,503 -3%
First Trust Advisors
33
First Trust Advisors
Illinois
$13.4M -$1.33M -44,554 -9%
Stifel Financial
34
Stifel Financial
Missouri
$12.8M +$264K +8,860 +2%
Bank of America
35
Bank of America
North Carolina
$12.3M -$72.3K -2,426 -0.6%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$12.1M – – –
CS
37
Credit Suisse
Switzerland
$11.8M +$310K +10,413 +3%
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$11.6M +$49.2K +1,650 +0.4%
Wells Fargo
39
Wells Fargo
California
$11.3M +$154K +5,171 +1%
First Manhattan
40
First Manhattan
New York
$11.2M -$97.8K -3,281 -0.9%
Lord, Abbett & Co
41
Lord, Abbett & Co
New Jersey
$11.2M +$11.2M +374,244 New
WAM
42
Water Asset Management
New York
$10.8M -$5.27M -177,000 -33%
AIG
43
American International Group
New York
$10.8M -$423K -14,189 -4%
TCIM
44
TIAA CREF Investment Management
New York
$10.7M +$2.47M +82,813 +30%
BlackRock
45
BlackRock
New York
$10.3M +$541K +18,156 +6%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$10.1M +$154K +5,183 +2%
UBS Group
47
UBS Group
Switzerland
$9.99M +$747K +25,052 +8%
Los Angeles Capital Management
48
Los Angeles Capital Management
California
$9.74M +$1.13M +38,055 +13%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$9.7M +$3.61M +121,183 +59%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$9.34M +$156K +5,239 +2%
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