WTRG icon

Essential Utilities
WTRG

Overview Fund Activity

416 hedge funds and large institutions have $3.06B invested in Essential Utilities in 2016 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 146 increasing their positions, 132 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+12
Holders Change %
+2.97%
% of All Funds
11.12%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
37
Increased
146
Reduced
132
Closed
20
Calls
$1.98M
Puts
$567K
Net Calls
+$1.41M
Net Calls Change
+$262K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$532M
2
State Street
2
State Street
Massachusetts
$330M
3
WI
3
WBI Investments
New Jersey
$13.4M
4
BFA
4
BlackRock Fund Advisors
California
$231M
5
Capital World Investors
5
Capital World Investors
California
$10.3M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$120M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$27.5M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$16.3M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$2.55M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$6.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAC
151
Asset Advisors Corp
Georgia
$1.97M +$235K +6,600 +14%
FWIA
152
Fort Washington Investment Advisors
Ohio
$1.93M -$19.6K -550 -1%
HPIA
153
Hamilton Point Investment Advisors
North Carolina
$1.89M +$80.6K +2,260 +4%
IA
154
Independence Advisors
Pennsylvania
$1.84M +$1.84M +51,454 New
SLA
155
Silver Lake Advisory
Utah
$1.79M +$71.5K +2,005 +4%
RJFSA
156
Raymond James Financial Services Advisors
Florida
$1.75M -$445K -12,486 -20%
WSFS
157
Wilmington Savings Fund Society
Delaware
$1.74M – – –
LSERS
158
Louisiana State Employees Retirement System
Louisiana
$1.68M -$71.3K -2,000 -4%
TRSOTSOK
159
Teachers Retirement System of the State of Kentucky
Kentucky
$1.64M – – –
ERSOT
160
Employees Retirement System of Texas
Texas
$1.61M – – –
PA
161
Profund Advisors
Maryland
$1.58M +$110K +3,079 +7%
ISL
162
Ingalls & Snyder LLC
New York
$1.57M -$697K -19,534 -31%
SAM
163
Shell Asset Management
Netherlands
$1.54M – – –
RU
164
RobecoSam USA
New York
$1.43M -$665K -18,659 -32%
CIM
165
Calvert Investment Management
Maryland
$1.43M +$35.8K +1,005 +3%
CC
166
Cipher Capital
New York
$1.42M +$374K +10,477 +36%
Millennium Management
167
Millennium Management
New York
$1.4M -$951K -26,676 -41%
WEC
168
Winslow Evans & Crocker
Massachusetts
$1.37M -$318K -8,914 -19%
LPL Financial
169
LPL Financial
California
$1.37M -$1.15M -32,552 -46%
FBT
170
First Bankers Trust
Kentucky
$1.36M -$750K -21,046 -36%
US Bancorp
171
US Bancorp
Minnesota
$1.35M -$197K -5,539 -13%
CAM
172
Chesapeake Asset Management
New York
$1.34M – – –
Public Employees Retirement Association of Colorado
173
Public Employees Retirement Association of Colorado
Colorado
$1.28M -$367K -10,296 -22%
FNB
174
Farmers National Bank
Kentucky
$1.27M +$9.24K +261 +0.7%
HighTower Advisors
175
HighTower Advisors
Illinois
$1.26M -$58.4K -1,635 -4%
5 6
7
8 9