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Essential Utilities
WTRG

Overview Fund Activity

432 hedge funds and large institutions have $2.68B invested in Essential Utilities in 2016 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 132 increasing their positions, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+16
Holders Change %
+3.85%
% of All Funds
10.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
59
Increased
132
Reduced
133
Closed
38
Calls
$1.15M
Puts
$1.77M
Net Calls
-$624K
Net Calls Change
-$768K

Top Buyers

1
State Street
1
State Street
Massachusetts
$318M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$476M
3
Goldman Sachs
3
Goldman Sachs
New York
$25.6M
4
IAMU
4
Impax Asset Management (UK)
United Kingdom
$39.8M
5
BFA
5
BlackRock Fund Advisors
California
$213M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$2.64M
2
Millennium Management
2
Millennium Management
New York
$4.14M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$8.46M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SOMRS
126
State of Michigan Retirement System
Michigan
$2.15M – – –
WHRC
127
W.H. Reaves & Co
New Jersey
$2.1M -$150K -5,000 -7%
PAG
128
Private Advisor Group
New Jersey
$2.1M +$1.02M +33,843 +94%
UAS
129
United Asset Strategies
New York
$2.05M -$58.2K -1,936 -3%
Nuveen Asset Management
130
Nuveen Asset Management
Illinois
$2.04M -$112K -3,730 -5%
LTFS
131
Ladenburg Thalmann Financial Services
Florida
$2.01M -$404K -13,407 -17%
BFA
132
Benedict Financial Advisors
Georgia
$1.99M +$26.1K +869 +1%
Capstone Investment Advisors
133
Capstone Investment Advisors
New York
$1.95M +$1.46M +48,620 +300%
YIA
134
YHB Investment Advisors
Connecticut
$1.88M +$18.3K +610 +1%
AIP
135
Ameritas Investment Partners
Nebraska
$1.88M – – –
ACI
136
AMP Capital Investors
Australia
$1.85M -$90.4K -3,007 -5%
OPERF
137
Oregon Public Employees Retirement Fund
Oregon
$1.85M – – –
State of Tennessee, Department of Treasury
138
State of Tennessee, Department of Treasury
Tennessee
$1.83M – – –
RJFSA
139
Raymond James Financial Services Advisors
Florida
$1.83M +$303K +10,099 +20%
AIA
140
Avalon Investment & Advisory
Texas
$1.81M +$6.4K +213 +0.4%
IC
141
Inverness Counsel
New York
$1.78M -$67.7K -2,285 -4%
TYCC
142
Texas Yale Capital Corp
Florida
$1.78M – – –
FWIA
143
Fort Washington Investment Advisors
Ohio
$1.7M -$4.39K -146 -0.3%
VOYA Investment Management
144
VOYA Investment Management
Georgia
$1.68M -$141K -4,699 -8%
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
$1.67M +$1.03M +34,442 +162%
HPIA
146
Hamilton Point Investment Advisors
North Carolina
$1.66M +$4.51K +150 +0.3%
AAC
147
Asset Advisors Corp
Georgia
$1.65M -$312K -10,400 -16%
FTIOP
148
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.64M -$59.8K -1,992 -4%
IA
149
IndexIQ Advisors
New York
$1.63M +$105K +3,489 +7%
Neuberger Berman Group
150
Neuberger Berman Group
New York
$1.63M -$43.8K -1,459 -3%
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6
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