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Essential Utilities
WTRG

Overview Fund Activity

404 hedge funds and large institutions have $2.68B invested in Essential Utilities in 2016 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 137 increasing their positions, 124 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+31
Holders Change %
+8.31%
% of All Funds
10.78%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
55
Increased
137
Reduced
124
Closed
23
Calls
$1.59M
Puts
$439K
Net Calls
+$1.15M
Net Calls Change
-$726K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$457M
2
Invesco
Invesco
Georgia
$50.5M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$23.9M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$10.3M
5
Allianz Asset Management
Allianz Asset Management
Germany
$28.4M

Top Sellers

1
State Street
State Street
Massachusetts
$280M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
$134M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$18.7M
4
Canada Life
Canada Life
Manitoba, Canada
$1.57M
5
Goldman Sachs
Goldman Sachs
New York
$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
151
Canada Life
Manitoba, Canada
$1.57M -$8.11M -255,185 -84%
LSERS
152
Louisiana State Employees Retirement System
Louisiana
$1.56M +$9.54K +300 +0.6%
WSFS
153
Wilmington Savings Fund Society
Delaware
$1.55M -$154K -4,844 -9%
AAC
154
Asset Advisors Corp
Georgia
$1.54M +$1.43M +44,995 +1,286%
SLA
155
Silver Lake Advisory
Utah
$1.53M -$13.7K -430 -0.9%
WEC
156
Winslow Evans & Crocker
Massachusetts
$1.51M +$353K +11,084 +31%
Public Employees Retirement Association of Colorado
157
Public Employees Retirement Association of Colorado
Colorado
$1.47M -$286 -9 -0%
TRSOTSOK
158
Teachers Retirement System of the State of Kentucky
Kentucky
$1.46M – – –
AIA
159
Avalon Investment & Advisory
Texas
$1.43M +$167K +5,255 +13%
ERSOT
160
Employees Retirement System of Texas
Texas
$1.43M +$1.43M +45,000 New
Citigroup
161
Citigroup
New York
$1.42M +$338K +10,620 +31%
US Bancorp
162
US Bancorp
Minnesota
$1.39M +$21.8K +685 +2%
SAM
163
Shell Asset Management
Netherlands
$1.38M +$387K +12,162 +39%
VKH
164
Virtu KCG Holdings
New York
$1.34M +$526K +16,522 +64%
Macquarie Group
165
Macquarie Group
Australia
$1.32M -$63.7K -2,000 -5%
ProShare Advisors
166
ProShare Advisors
Maryland
$1.31M +$278K +8,726 +27%
PA
167
Profund Advisors
Maryland
$1.31M +$357K +11,228 +37%
PAM
168
Princeton Alpha Management
New Jersey
$1.28M +$951K +29,899 +290%
CIM
169
Calvert Investment Management
Maryland
$1.24M +$144K +4,527 +13%
OC
170
Oppenheimer & Co
New York
$1.22M -$65.3K -2,051 -5%
RCM
171
Riverhead Capital Management
Delaware
$1.2M -$164K -5,160 -12%
CAM
172
Chesapeake Asset Management
New York
$1.19M – – –
HighTower Advisors
173
HighTower Advisors
Illinois
$1.17M +$25.7K +806 +2%
CSS
174
Cubist Systematic Strategies
Connecticut
$1.14M +$582K +18,297 +104%
FNB
175
Farmers National Bank
Kentucky
$1.13M -$23K -724 -2%
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