WTRG icon

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 %
Robeco Institutional Asset Management
101
Robeco Institutional Asset Management
Netherlands
$3.17M +$3.17M +106,495 New
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$3.03M +$2.45M +82,105 +419%
Brown Advisory
103
Brown Advisory
Maryland
$2.96M -$256K -8,603 -8%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$2.75M +$703K +23,585 +34%
LPL Financial
105
LPL Financial
California
$2.73M +$1.32M +44,417 +93%
JPMorgan Chase & Co
106
JPMorgan Chase & Co
New York
$2.71M +$286K +9,608 +12%
AL
107
Agran Libbie
California
$2.7M -$60 -2 -0%
ASRS
108
Arizona State Retirement System
Arizona
$2.62M +$205K +6,874 +8%
RU
109
RobecoSam USA
New York
$2.57M -$330K -11,054 -11%
BA
110
BlackRock Advisors
Delaware
$2.55M -$2.1M -70,579 -45%
PAM
111
Panagora Asset Management
Massachusetts
$2.38M +$2.22M +74,447 +1,354%
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$2.38M – – –
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$2.37M +$33.6K +1,127 +1%
CEP
114
Chicago Equity Partners
Illinois
$2.37M +$2.37M +79,640 New
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$2.22M +$193K +6,468 +9%
MSA
116
Mason Street Advisors
Wisconsin
$2.2M +$35.5K +1,192 +2%
T. Rowe Price Associates
117
T. Rowe Price Associates
Maryland
$2.12M +$28.3K +948 +1%
SOMRS
118
State of Michigan Retirement System
Michigan
$2.08M -$325K -10,900 -14%
UAS
119
United Asset Strategies
New York
$2.06M -$12.5K -421 -0.6%
IC
120
Inverness Counsel
New York
$2.05M -$226K -7,587 -10%
YIA
121
YHB Investment Advisors
Connecticut
$1.98M -$78.9K -2,648 -4%
GT
122
Glenmede Trust
Pennsylvania
$1.94M +$86.4K +2,901 +5%
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.91M -$132K -4,440 -6%
ISL
124
Ingalls & Snyder LLC
New York
$1.89M +$12.7K +428 +0.7%
BFA
125
Benedict Financial Advisors
Georgia
$1.85M +$84.2K +2,827 +5%
3 4
5
6 7