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Essential Utilities
WTRG

Overview Fund Activity

416 hedge funds and large institutions have $3.06B invested in Essential Utilities in 2016 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 146 increasing their positions, 132 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+12
Holders Change %
+2.97%
% of All Funds
11.12%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
37
Increased
146
Reduced
132
Closed
20
Calls
$1.98M
Puts
$567K
Net Calls
+$1.41M
Net Calls Change
+$262K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$532M
2
State Street
2
State Street
Massachusetts
$330M
3
WI
3
WBI Investments
New Jersey
$13.4M
4
BFA
4
BlackRock Fund Advisors
California
$231M
5
Capital World Investors
5
Capital World Investors
California
$10.3M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$120M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$27.5M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$16.3M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$2.55M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$6.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
126
Emerald Advisers
Pennsylvania
$2.75M – – –
LMGAM
127
Liberty Mutual Group Asset Management
Massachusetts
$2.74M +$245K +6,884 +10%
T. Rowe Price Associates
128
T. Rowe Price Associates
Maryland
$2.73M +$1.11K +31 +0%
ASRS
129
Arizona State Retirement System
Arizona
$2.67M -$606K -17,000 -18%
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.65M +$3K +84 +0.1%
MFIMFI
131
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.57M +$2.57M +72,015 New
Nuveen Asset Management
132
Nuveen Asset Management
Illinois
$2.55M -$15.3M -427,794 -86%
SOMRS
133
State of Michigan Retirement System
Michigan
$2.54M +$17.8K +500 +0.7%
DPIM
134
Duff & Phelps Investment Management
Illinois
$2.48M +$2.48M +69,635 New
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
$2.46M -$431K -12,091 -15%
UAS
136
United Asset Strategies
New York
$2.43M -$15.2K -426 -0.6%
HCM
137
Highbridge Capital Management
New York
$2.34M +$2.34M +65,477 New
GT
138
Glenmede Trust
Pennsylvania
$2.32M -$96.6K -2,712 -4%
BFA
139
Benedict Financial Advisors
Georgia
$2.29M +$51.1K +1,449 +2%
IC
140
Inverness Counsel
New York
$2.27M -$44.6K -1,250 -2%
YIA
141
YHB Investment Advisors
Connecticut
$2.19M -$162K -4,549 -7%
State of Tennessee, Department of Treasury
142
State of Tennessee, Department of Treasury
Tennessee
$2.18M – – –
OPERF
143
Oregon Public Employees Retirement Fund
Oregon
$2.15M +$90.7K +2,545 +4%
AIA
144
Avalon Investment & Advisory
Texas
$2.13M +$520K +14,575 +32%
TYCC
145
Texas Yale Capital Corp
Florida
$2.11M – – –
FTIOP
146
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.11M +$40.1K +1,125 +2%
VOYA Investment Management
147
VOYA Investment Management
Georgia
$2.08M +$99K +2,777 +5%
ACI
148
AMP Capital Investors
Australia
$2.06M -$476K -13,700 -19%
Neuberger Berman Group
149
Neuberger Berman Group
New York
$2.02M -$40.8K -1,144 -2%
MSS
150
Mitchell Sinkler & Starr
Pennsylvania
$1.98M -$25.6K -718 -1%
4 5
6
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