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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.

New
Increased
Maintained
Reduced
Closed
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 %
FNBTCON
76
First National Bank & Trust Co of Newtown
Pennsylvania
$4.91M -$113K -3,807 -2%
CCB
77
Cutter & Co Brokerage
Missouri
$4.8M -$45.3K -1,521 -0.9%
HPC
78
HM Payson & Co
Maine
$4.69M +$5.81K +195 +0.1%
MLICM
79
Metropolitan Life Insurance Company (MetLife)
New York
$4.63M +$9.51K +319 +0.2%
UBS AM
80
UBS AM
Illinois
$4.59M +$272K +9,117 +6%
MAM
81
Magellan Asset Management
Australia
$4.53M -$75.2K -2,522 -2%
Prudential Financial
82
Prudential Financial
New Jersey
$4.4M +$179K +6,000 +4%
TPSF
83
Texas Permanent School Fund
Texas
$4.36M +$7.21K +242 +0.2%
FNFDCM
84
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.32M -$2.98K -100 -0.1%
Teacher Retirement System of Texas
85
Teacher Retirement System of Texas
Texas
$4.1M -$245K -8,220 -6%
PPA
86
Parametric Portfolio Associates
Washington
$4.03M +$144K +4,843 +4%
DP
87
Dearborn Partners
Illinois
$3.88M -$59.6K -2,000 -2%
BBA
88
BLB&B Advisors
Pennsylvania
$3.77M +$28.2K +945 +0.8%
CFB
89
Cullen/Frost Bankers
Texas
$3.7M +$20.1K +676 +0.5%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$3.68M +$126K +4,228 +4%
Comerica Bank
91
Comerica Bank
Texas
$3.65M -$39K -1,334 -1%
BRCM
92
Bright Rock Capital Management
Massachusetts
$3.64M -$447K -15,000 -11%
M&T Bank
93
M&T Bank
New York
$3.63M +$1.31K +44 +0%
RFC
94
Russell Frank Company
Washington
$3.6M -$251K -8,289 -7%
MOACM
95
Mutual of America Capital Management
New York
$3.49M -$13.5K -453 -0.4%
LMGAM
96
Liberty Mutual Group Asset Management
Massachusetts
$3.4M +$1.15M +38,701 +51%
CT
97
Coastline Trust
Rhode Island
$3.38M +$10.7K +360 +0.3%
WAS
98
WESPAC Advisors SoCal
California
$3.32M +$3.32M +111,413 New
PTC
99
Philadelphia Trust Company
Pennsylvania
$3.31M -$961K -32,750 -23%
Barclays
100
Barclays
United Kingdom
$3.18M +$20.2K +698 +0.6%
2 3
4
5 6