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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
State Street
Massachusetts
$288M
2
Renaissance Technologies
Renaissance Technologies
New York
$41.5M
3
BFA
BlackRock Fund Advisors
California
$182M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$11.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
$404M

Top Sellers

1
BKBG
BHF Kleinwort Benson Group
Belgium
$5.77M
2
O
OppenheimerFunds
New York
$0
3
NG
NatWest Group
United Kingdom
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$66.8M
5
RA
Royce & Associates
New York
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Tennessee, Department of Treasury
126
State of Tennessee, Department of Treasury
Tennessee
$1.82M -$1.49M -50,000 -45%
EIP
127
Energy Income Partners
Connecticut
$1.81M +$8.94K +300 +0.5%
ACI
128
AMP Capital Investors
Australia
$1.81M +$21.2K +700 +1%
FBT
129
First Bankers Trust
Kentucky
$1.79M -$15.6K -525 -0.9%
TYCC
130
Texas Yale Capital Corp
Florida
$1.76M – – –
Neuberger Berman Group
131
Neuberger Berman Group
New York
$1.72M -$390K -13,076 -18%
MSS
132
Mitchell Sinkler & Starr
Pennsylvania
$1.72M -$466K -15,625 -21%
RJFSA
133
Raymond James Financial Services Advisors
Florida
$1.72M +$380K +12,756 +28%
FTIOP
134
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.7M -$17.9K -600 -1%
VOYA Investment Management
135
VOYA Investment Management
Georgia
$1.69M -$95.6K -3,208 -5%
MERSOM
136
Municipal Employees' Retirement System of Michigan
Michigan
$1.69M +$31.6K +1,060 +2%
OPERF
137
Oregon Public Employees Retirement Fund
Oregon
$1.65M – – –
SG Americas Securities
138
SG Americas Securities
New York
$1.65M +$1.65M +55,252 New
FWIA
139
Fort Washington Investment Advisors
Ohio
$1.64M -$32.4K -1,088 -2%
LTFS
140
Ladenburg Thalmann Financial Services
Florida
$1.61M +$146K +4,907 +10%
WSFS
141
Wilmington Savings Fund Society
Delaware
$1.6M +$25.7K +863 +2%
ZIG
142
Zurich Insurance Group
Switzerland
$1.58M – – –
COPPSERS
143
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.52M +$3.25K +109 +0.2%
HPIA
144
Hamilton Point Investment Advisors
North Carolina
$1.51M +$146K +4,916 +11%
LSERS
145
Louisiana State Employees Retirement System
Louisiana
$1.45M +$32.8K +1,100 +2%
SLA
146
Silver Lake Advisory
Utah
$1.45M +$6.56K +220 +0.5%
Public Employees Retirement Association of Colorado
147
Public Employees Retirement Association of Colorado
Colorado
$1.38M +$1.46K +49 +0.1%
TRSOTSOK
148
Teachers Retirement System of the State of Kentucky
Kentucky
$1.37M – – –
Citadel Advisors
149
Citadel Advisors
Florida
$1.35M -$1.15M -38,454 -46%
Macquarie Group
150
Macquarie Group
Australia
$1.3M – – –
4 5
6
7 8