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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 Holding Trade Value Shares
Change 		Shares
Change %
NFA
51
Nationwide Fund Advisors
Ohio
$6.93M -$172K -7,011 -2%
New York State Teachers Retirement System (NYSTRS)
52
New York State Teachers Retirement System (NYSTRS)
New York
$6.74M -$4.9K -200 -0.1%
Massachusetts Financial Services
53
Massachusetts Financial Services
Massachusetts
$6.58M +$4.16K +170 +0.1%
Allianz Asset Management
54
Allianz Asset Management
Germany
$6.53M +$5.28M +215,425 +420%
EA
55
Emerald Advisers
Pennsylvania
$6.29M -$7.59K -310 -0.1%
RT
56
Rockland Trust
Massachusetts
$6.2M +$43K +1,757 +0.7%
WHRC
57
W.H. Reaves & Co
New Jersey
$6.17M – – –
Canada Life
58
Canada Life
Manitoba, Canada
$6.16M +$297K +12,165 +5%
Comerica Bank
59
Comerica Bank
Texas
$6.16M +$3.09M +126,159 +101%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$5.99M – – –
PCA
61
Personal Capital Advisors
California
$5.88M +$819K +33,063 +16%
Retirement Systems of Alabama
62
Retirement Systems of Alabama
Alabama
$5.5M +$8.38K +342 +0.2%
KBC Group
63
KBC Group
Belgium
$5.41M -$392 -16 -0%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$5.38M +$353K +14,415 +7%
AG
65
Aperio Group
California
$5.1M +$127K +5,186 +3%
AllianceBernstein
66
AllianceBernstein
Tennessee
$5.06M +$290K +11,831 +6%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$5.03M +$644K +26,288 +15%
Swiss National Bank
68
Swiss National Bank
Switzerland
$4.99M +$98K +4,000 +2%
WFG
69
Wills Financial Group
Virginia
$4.75M +$65.4K +2,670 +1%
M
70
MOTCO
Texas
$4.32M +$36.2K +1,477 +0.8%
TA
71
Teachers Advisors
New York
$4.25M +$880K +35,927 +26%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$4.19M +$3.98M +162,620 +1,886%
FNBTCON
73
First National Bank & Trust Co of Newtown
Pennsylvania
$4.17M -$23.5K -961 -0.6%
CCB
74
Cutter & Co Brokerage
Missouri
$4.07M -$77.5K -3,164 -2%
HPC
75
HM Payson & Co
Maine
$3.88M -$22.2K -905 -0.6%
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