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Essential Utilities
WTRG

Overview Fund Activity

404 hedge funds and large institutions have $2.68B invested in Essential Utilities in 2016 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 137 increasing their positions, 124 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+31
Holders Change %
+8.31%
% of All Funds
10.78%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
55
Increased
137
Reduced
124
Closed
23
Calls
$1.59M
Puts
$439K
Net Calls
+$1.15M
Net Calls Change
-$726K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$457M
2
Invesco
Invesco
Georgia
$50.5M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$23.9M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$10.3M
5
Allianz Asset Management
Allianz Asset Management
Germany
$28.4M

Top Sellers

1
State Street
State Street
Massachusetts
$280M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
$134M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$18.7M
4
Canada Life
Canada Life
Manitoba, Canada
$1.57M
5
Goldman Sachs
Goldman Sachs
New York
$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
126
LPL Financial
California
$2.23M -$659K -20,992 -23%
LMGAM
127
Liberty Mutual Group Asset Management
Massachusetts
$2.23M -$1.4M -44,022 -39%
UAS
128
United Asset Strategies
New York
$2.18M -$18.3K -574 -0.8%
GT
129
Glenmede Trust
Pennsylvania
$2.15M +$79.1K +2,487 +4%
YIA
130
YHB Investment Advisors
Connecticut
$2.1M -$14.1K -443 -0.7%
Millennium Management
131
Millennium Management
New York
$2.09M +$2.09M +65,814 New
IC
132
Inverness Counsel
New York
$2.07M -$117K -3,684 -5%
ISL
133
Ingalls & Snyder LLC
New York
$2.02M – – –
BFA
134
Benedict Financial Advisors
Georgia
$2.02M +$41.5K +1,305 +2%
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$2.01M -$2.37M -74,363 -54%
RJFSA
136
Raymond James Financial Services Advisors
Florida
$1.96M +$130K +4,082 +7%
State of Tennessee, Department of Treasury
137
State of Tennessee, Department of Treasury
Tennessee
$1.94M – – –
PTC
138
Philadelphia Trust Company
Pennsylvania
$1.92M -$1.67M -52,595 -47%
FBT
139
First Bankers Trust
Kentucky
$1.88M -$28.9K -909 -2%
TYCC
140
Texas Yale Capital Corp
Florida
$1.88M – – –
MERSOM
141
Municipal Employees' Retirement System of Michigan
Michigan
$1.88M +$76.7K +2,410 +4%
RU
142
RobecoSam USA
New York
$1.87M -$873K -27,434 -32%
FTIOP
143
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.84M +$31.8K +1,000 +2%
Neuberger Berman Group
144
Neuberger Berman Group
New York
$1.84M – – –
OPERF
145
Oregon Public Employees Retirement Fund
Oregon
$1.83M +$72.6K +2,282 +4%
MSS
146
Mitchell Sinkler & Starr
Pennsylvania
$1.79M -$42.2K -1,325 -2%
VOYA Investment Management
147
VOYA Investment Management
Georgia
$1.77M -$36.5K -1,147 -2%
FWIA
148
Fort Washington Investment Advisors
Ohio
$1.74M -$15.5K -486 -0.9%
CCMH
149
Cornerstone Capital Management Holdings
New York
$1.72M +$1.72M +54,084 New
HPIA
150
Hamilton Point Investment Advisors
North Carolina
$1.62M +$8.21K +258 +0.5%
4 5
6
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