WTRG icon

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.

New
Increased
Maintained
Reduced
Closed
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
Federated Hermes
Pennsylvania
$20.4M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$9.49M
3
WAM
Water Asset Management
New York
$19.9M
4
Goldman Sachs
Goldman Sachs
New York
$12.3M
5
ARC
Absolute Return Capital
Massachusetts
$8.23M

Top Sellers

1
State Street
State Street
Massachusetts
$215M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
3
NG
NatWest Group
United Kingdom
$0
4
PTC
Philadelphia Trust Company
Pennsylvania
$166K
5
Invesco
Invesco
Georgia
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$1.49M +$10.7K +438 +0.7%
ISL
127
Ingalls & Snyder LLC
New York
$1.45M +$18.4K +750 +1%
TYCC
128
Texas Yale Capital Corp
Florida
$1.45M +$31.8K +1,300 +2%
BFA
129
Benedict Financial Advisors
Georgia
$1.43M +$69.6K +2,805 +5%
Jacobs Levy Equity Management
130
Jacobs Levy Equity Management
New Jersey
$1.42M – – –
UAS
131
United Asset Strategies
New York
$1.41M -$6.91K -282 -0.5%
MERSOM
132
Municipal Employees' Retirement System of Michigan
Michigan
$1.36M +$51.9K +2,120 +4%
OPERF
133
Oregon Public Employees Retirement Fund
Oregon
$1.35M +$22K +900 +2%
FWIA
134
Fort Washington Investment Advisors
Ohio
$1.33M -$4.9K -200 -0.4%
WSFS
135
Wilmington Savings Fund Society
Delaware
$1.3M -$74.5K -3,042 -5%
COPPSERS
136
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.25M +$123K +5,011 +11%
LPL Financial
137
LPL Financial
California
$1.2M +$53.3K +2,113 +5%
FMT
138
First Mercantile Trust
Tennessee
$1.19M -$21.3K -868 -2%
SLA
139
Silver Lake Advisory
Utah
$1.18M -$10.5K -428 -0.9%
Public Employees Retirement Association of Colorado
140
Public Employees Retirement Association of Colorado
Colorado
$1.17M -$110K -4,473 -9%
LTFS
141
Ladenburg Thalmann Financial Services
Florida
$1.17M +$7.26K +296 +0.6%
LSERS
142
Louisiana State Employees Retirement System
Louisiana
$1.14M +$34.3K +1,400 +3%
WEC
143
Winslow Evans & Crocker
Massachusetts
$1.13M +$3.53K +144 +0.3%
TRSOTSOK
144
Teachers Retirement System of the State of Kentucky
Kentucky
$1.12M +$181K +7,400 +19%
HFS
145
HL Financial Services
Kentucky
$1.11M +$10.2K +418 +0.9%
Chevy Chase Trust
146
Chevy Chase Trust
Maryland
$1.09M -$465K -18,969 -30%
Macquarie Group
147
Macquarie Group
Australia
$1.06M – – –
HPIA
148
Hamilton Point Investment Advisors
North Carolina
$1.05M +$10.9K +445 +1%
KeyBank National Association
149
KeyBank National Association
Ohio
$1.04M +$50.1K +2,044 +5%
MAM
150
Meeder Asset Management
Ohio
$1.03M +$70.4K +2,877 +7%
4 5
6
7 8