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Essential Utilities
WTRG

Overview Fund Activity

343 hedge funds and large institutions have $2.13B invested in Essential Utilities in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 129 increasing their positions, 110 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+6
Holders Change %
+1.78%
% of All Funds
9.15%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
25
Increased
129
Reduced
110
Closed
17
Calls
$1.2M
Puts
$497K
Net Calls
+$704K
Net Calls Change
-$954K

Top Buyers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$141M
2
MHI
2
Miller Howard Investments
New York
$8.49M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$340M
4
Canada Life
4
Canada Life
Manitoba, Canada
$6.32M
5
BIT
5
BlackRock Institutional Trust
California
$133M

Top Sellers

1
State Street
1
State Street
Massachusetts
$252M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$1.35M
3
QI
3
Qualcomm Inc
California
$2.26M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$15.2M
5
RS
5
Robeco Schweiz
Switzerland
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
151
Macquarie Group
Australia
$1.14M +$1.14M +43,100 New
HPIA
152
Hamilton Point Investment Advisors
North Carolina
$1.12M -$7.01K -266 -0.6%
IRF
153
IBM Retirement Fund
New York
$1.1M – – –
KeyBank National Association
154
KeyBank National Association
Ohio
$1.07M -$68.6K -2,604 -6%
RB
155
Rodgers Brothers
Pennsylvania
$1.05M +$128K +4,875 +14%
PA
156
Profund Advisors
Maryland
$1.05M -$37.9K -1,439 -3%
MAM
157
Meeder Asset Management
Ohio
$1.04M +$1.04M +39,276 New
TRSOTSOK
158
Teachers Retirement System of the State of Kentucky
Kentucky
$1.01M – – –
CAM
159
Chesapeake Asset Management
New York
$988K – – –
GWCM
160
Godshalk Welsh Capital Management
Pennsylvania
$986K +$26.7K +1,013 +3%
FANJ
161
Financial Architects (New Jersey)
New Jersey
$984K -$13.2K -500 -1%
CHAM
162
Clear Harbor Asset Management
Connecticut
$977K -$3.27K -124 -0.3%
WSCM
163
Wellington Shields Capital Management
New York
$951K – – –
ProShare Advisors
164
ProShare Advisors
Maryland
$940K -$29.8K -1,129 -3%
TFA
165
Toth Financial Advisory
Virginia
$912K -$13.3K -504 -1%
BNP Paribas Financial Markets
166
BNP Paribas Financial Markets
France
$906K +$484K +18,369 +115%
AQR Capital Management
167
AQR Capital Management
Connecticut
$905K -$21.1K -800 -2%
EMG
168
Ellington Management Group
Connecticut
$854K +$854K +32,400 New
CGT
169
Capital Guardian Trust
California
$852K +$852K +32,337 New
SG Americas Securities
170
SG Americas Securities
New York
$848K -$147K -5,595 -15%
SCA
171
Secor Capital Advisors
New York
$847K +$578K +21,928 +215%
FNB
172
Farmers National Bank
Kentucky
$836K +$107K +4,071 +15%
URS
173
Utah Retirement Systems
Utah
$833K +$26.3K +1,000 +3%
IA
174
Icon Advisers
Colorado
$830K +$192K +7,300 +30%
SAM
175
Shell Asset Management
Netherlands
$819K -$394K -14,948 -32%
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