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Essential Utilities
WTRG

Overview Fund Activity

373 hedge funds and large institutions have $2.52B invested in Essential Utilities in 2015 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 134 increasing their positions, 116 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+14
Holders Change %
+3.9%
% of All Funds
9.8%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.11%
New
50
Increased
134
Reduced
116
Closed
33
Calls
$2.57M
Puts
$697K
Net Calls
+$1.88M
Net Calls Change
+$2.52M

Top Buyers

1
State Street
State Street
Massachusetts
$288M
2
Renaissance Technologies
Renaissance Technologies
New York
$41.5M
3
BFA
BlackRock Fund Advisors
California
$182M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$11.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
$404M

Top Sellers

1
BKBG
BHF Kleinwort Benson Group
Belgium
$5.77M
2
O
OppenheimerFunds
New York
$0
3
NG
NatWest Group
United Kingdom
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$66.8M
5
RA
Royce & Associates
New York
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
151
Riverhead Capital Management
Delaware
$1.28M +$918K +30,800 +252%
US Bancorp
152
US Bancorp
Minnesota
$1.28M -$442K -14,844 -26%
IRF
153
IBM Retirement Fund
New York
$1.27M +$138K +4,640 +12%
OC
154
Oppenheimer & Co
New York
$1.2M -$39.5K -1,327 -3%
AIA
155
Avalon Investment & Advisory
Texas
$1.18M +$1.18M +39,747 New
RB
156
Rodgers Brothers
Pennsylvania
$1.12M +$89 +3 +0%
CAM
157
Chesapeake Asset Management
New York
$1.12M – – –
WEC
158
Winslow Evans & Crocker
Massachusetts
$1.08M +$6.26K +210 +0.6%
FNB
159
Farmers National Bank
Kentucky
$1.08M -$2.08K -70 -0.2%
HighTower Advisors
160
HighTower Advisors
Illinois
$1.07M +$147K +4,943 +16%
WSCM
161
Wellington Shields Capital Management
New York
$1.03M -$44.7K -1,500 -4%
GWCM
162
Godshalk Welsh Capital Management
Pennsylvania
$1.03M -$20.9K -700 -2%
CIM
163
Calvert Investment Management
Maryland
$1.03M +$367K +12,303 +56%
Citigroup
164
Citigroup
New York
$1.01M +$659K +22,130 +188%
Victory Capital Management
165
Victory Capital Management
Texas
$1.01M +$23.4K +784 +2%
FANJ
166
Financial Architects (New Jersey)
New Jersey
$1M -$75.7K -2,539 -7%
LCM
167
Laurion Capital Management
New York
$998K +$998K +33,500 New
TFA
168
Toth Financial Advisory
Virginia
$993K +$179 +6 +0%
CYG
169
Clean Yield Group
Vermont
$978K -$15K -502 -2%
ProShare Advisors
170
ProShare Advisors
Maryland
$969K +$99.1K +3,327 +11%
CGT
171
Capital Guardian Trust
California
$964K – – –
URS
172
Utah Retirement Systems
Utah
$942K – – –
Cambridge Investment Research Advisors
173
Cambridge Investment Research Advisors
Iowa
$941K +$88.3K +2,962 +10%
CHAM
174
Clear Harbor Asset Management
Connecticut
$930K -$52.2K -1,751 -5%
SAM
175
Shell Asset Management
Netherlands
$926K +$185K +6,211 +25%
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