WTRG icon

Essential Utilities
WTRG

Overview Fund Activity

343 hedge funds and large institutions have $2.13B invested in Essential Utilities in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 129 increasing their positions, 110 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+6
Holders Change %
+1.78%
% of All Funds
9.15%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
25
Increased
129
Reduced
110
Closed
17
Calls
$1.2M
Puts
$497K
Net Calls
+$704K
Net Calls Change
-$954K

Top Buyers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$141M
2
MHI
2
Miller Howard Investments
New York
$8.49M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$340M
4
Canada Life
4
Canada Life
Manitoba, Canada
$6.32M
5
BIT
5
BlackRock Institutional Trust
California
$133M

Top Sellers

1
State Street
1
State Street
Massachusetts
$252M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$1.35M
3
QI
3
Qualcomm Inc
California
$2.26M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$15.2M
5
RS
5
Robeco Schweiz
Switzerland
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$1.59M +$74.8K +2,840 +5%
LMGAM
127
Liberty Mutual Group Asset Management
Massachusetts
$1.58M +$78.2K +2,966 +5%
FBT
128
First Bankers Trust
Kentucky
$1.56M +$10.7K +406 +0.7%
UAS
129
United Asset Strategies
New York
$1.55M +$37.4K +1,393 +2%
ISL
130
Ingalls & Snyder LLC
New York
$1.54M -$9.88K -375 -0.6%
Jacobs Levy Equity Management
131
Jacobs Levy Equity Management
New Jersey
$1.53M -$3.27M -123,969 -68%
TYCC
132
Texas Yale Capital Corp
Florida
$1.52M – – –
WSFS
133
Wilmington Savings Fund Society
Delaware
$1.48M -$44.6K -1,693 -3%
BFA
134
Benedict Financial Advisors
Georgia
$1.46M +$28.5K +1,071 +2%
FWIA
135
Fort Washington Investment Advisors
Ohio
$1.44M -$11.9K -450 -0.8%
OPERF
136
Oregon Public Employees Retirement Fund
Oregon
$1.43M +$55.3K +2,100 +4%
MERSOM
137
Municipal Employees' Retirement System of Michigan
Michigan
$1.41M -$106K -4,030 -7%
Public Employees Retirement Association of Colorado
138
Public Employees Retirement Association of Colorado
Colorado
$1.38M +$3.74K +142 +0.3%
Allianz Asset Management
139
Allianz Asset Management
Germany
$1.35M -$12.6M -478,200 -90%
OC
140
Oppenheimer & Co
New York
$1.32M +$843 +32 +0.1%
FMT
141
First Mercantile Trust
Tennessee
$1.31M +$1.31M +49,547 New
SLA
142
Silver Lake Advisory
Utah
$1.28M -$20.3K -772 -2%
LTFS
143
Ladenburg Thalmann Financial Services
Florida
$1.25M +$121K +4,591 +11%
COPPSERS
144
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.22M +$218K +8,258 +22%
WEC
145
Winslow Evans & Crocker
Massachusetts
$1.21M +$13.6K +516 +1%
Credit Agricole
146
Credit Agricole
France
$1.21M – – –
LPL Financial
147
LPL Financial
California
$1.2M +$82.5K +3,119 +7%
LSERS
148
Louisiana State Employees Retirement System
Louisiana
$1.19M -$76.4K -2,900 -6%
HFS
149
HL Financial Services
Kentucky
$1.18M +$215K +8,162 +22%
11A
150
10-15 Associates
New York
$1.15M +$546K +20,725 +91%
4 5
6
7 8