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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 %
State of Tennessee, Department of Treasury
101
State of Tennessee, Department of Treasury
Tennessee
$2.94M 111,000 – –
Brown Advisory
102
Brown Advisory
Maryland
$2.85M 107,835 +3,864 +4%
Barclays
103
Barclays
United Kingdom
$2.83M 108,962 -5,236 -5%
RU
104
RobecoSam USA
New York
$2.58M 97,330 -21,690 -18%
AL
105
Agran Libbie
California
$2.4M 90,720 -2,913 -3%
Citadel Advisors
106
Citadel Advisors
Florida
$2.21M 83,611 +61,674 +281%
JPMorgan Chase & Co
107
JPMorgan Chase & Co
New York
$2.16M 81,481 -477,883 -85%
ASRS
108
Arizona State Retirement System
Arizona
$2.14M 81,003 +81,003 New
SOMRS
109
State of Michigan Retirement System
Michigan
$2.13M 80,616 -100 -0.1%
Nisa Investment Advisors
110
Nisa Investment Advisors
Missouri
$2.11M 79,750 – –
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$2.08M 78,530 -7,755 -9%
IC
112
Inverness Counsel
New York
$2.02M 76,230 -2,800 -4%
LMGAM
113
Liberty Mutual Group Asset Management
Massachusetts
$1.99M 75,291 +1,052 +1%
MSS
114
Mitchell Sinkler & Starr
Pennsylvania
$1.94M 73,197 – –
MSA
115
Mason Street Advisors
Wisconsin
$1.92M 72,704 +935 +1%
Neuberger Berman Group
116
Neuberger Berman Group
New York
$1.88M 70,918 -143 -0.2%
T. Rowe Price Associates
117
T. Rowe Price Associates
Maryland
$1.86M 70,128 +6,900 +11%
CCIA
118
Campbell & Co Investment Adviser
Maryland
$1.85M 69,952 +69,952 New
UAS
119
United Asset Strategies
New York
$1.84M 69,470 +12,116 +21%
YIA
120
YHB Investment Advisors
Connecticut
$1.83M 69,136 +225 +0.3%
PVH
121
Psagot Value Holdings
Israel
$1.83M 69,000 -8,000 -10%
EGM
122
Engineers Gate Manager
New York
$1.82M 68,686 +38,286 +126%
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.82M 68,630 -10,364 -13%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$1.82M 68,650 +47,005 +217%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$1.8M 68,152 +68,152 New
3 4
5
6 7