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Essential Utilities
WTRG

Overview Fund Activity

359 hedge funds and large institutions have $2.24B invested in Essential Utilities in 2015 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 110 reducing their positions, and 27 closing their positions.

Holders
359
Holders Change
+11
Holders Change %
+3.16%
% of All Funds
10.03%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.2%
New
40
Increased
129
Reduced
110
Closed
27
Calls
$736K
Puts
$1.38M
Net Calls
-$645K
Net Calls Change
-$486K

Top Buyers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$24.4M
2
BKBG
2
BHF Kleinwort Benson Group
Belgium
$22.9M
3
State Street
3
State Street
Massachusetts
$245M
4
NG
4
NatWest Group
United Kingdom
$9.91M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$67.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.16M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$303K
3
O
3
OppenheimerFunds
New York
$17.7M
4
WAM
4
Water Asset Management
New York
$14.3M
5
QI
5
QS Investors
New York
$1.07M
Name Market Value Shares Shares
Change 		Shares
Change %
TRSOTSOK
151
Teachers Retirement System of the State of Kentucky
Kentucky
$1.21M 45,845 – –
HPIA
152
Hamilton Point Investment Advisors
North Carolina
$1.21M 45,624 +2,644 +6%
RJFSA
153
Raymond James Financial Services Advisors
Florida
$1.19M 44,780 +33,603 +301%
Macquarie Group
154
Macquarie Group
Australia
$1.15M 43,600 +500 +1%
OC
155
Oppenheimer & Co
New York
$1.1M 41,600 +536 +1%
QI
156
QS Investors
New York
$1.07M 40,235 -262,190 -87%
IRF
157
IBM Retirement Fund
New York
$1M 37,836 -3,267 -8%
RB
158
Rodgers Brothers
Pennsylvania
$995K 37,607 -1,235 -3%
CAM
159
Chesapeake Asset Management
New York
$993K 37,500 – –
KeyBank National Association
160
KeyBank National Association
Ohio
$981K 37,051 -5,500 -13%
FNB
161
Farmers National Bank
Kentucky
$961K 36,306 +2,520 +7%
FANJ
162
Financial Architects (New Jersey)
New Jersey
$958K 36,191 -623 -2%
WSCM
163
Wellington Shields Capital Management
New York
$956K 36,101 – –
WEC
164
Winslow Evans & Crocker
Massachusetts
$954K 36,036 -10,178 -22%
CYG
165
Clean Yield Group
Vermont
$948K 33,153 -2,200 -6%
GWCM
166
Godshalk Welsh Capital Management
Pennsylvania
$934K 35,285 -2,125 -6%
TFA
167
Toth Financial Advisory
Virginia
$882K 33,306 +5 +0%
Victory Capital Management
168
Victory Capital Management
Texas
$874K 33,016 +33,016 New
CHAM
169
Clear Harbor Asset Management
Connecticut
$872K 32,951 -3,125 -9%
CGT
170
Capital Guardian Trust
California
$856K 32,337 – –
URS
171
Utah Retirement Systems
Utah
$837K 31,621 +100 +0.3%
HighTower Advisors
172
HighTower Advisors
Illinois
$823K 31,050 +31,050 New
AQR Capital Management
173
AQR Capital Management
Connecticut
$807K 30,501 +2,099 +7%
PAG
174
Private Advisor Group
New Jersey
$795K 30,052 +1,592 +6%
BCM
175
BlueCrest Capital Management
Jersey
$781K 29,491 +29,491 New
5 6
7
8 9