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Essential Utilities
WTRG

Overview Fund Activity

416 hedge funds and large institutions have $2.62B invested in Essential Utilities in 2016 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 129 increasing their positions, 140 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
–
Holders Change %
0%
% of All Funds
11.12%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
34
Increased
129
Reduced
140
Closed
32
Calls
$1.77M
Puts
$1.63M
Net Calls
+$144K
Net Calls Change
-$1.27M

Top Buyers

1
SG Americas Securities
1
SG Americas Securities
New York
$22.1M
2
Millennium Management
2
Millennium Management
New York
$15.2M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$19.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$465M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$8.8M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$96.4M
2
WI
2
WBI Investments
New Jersey
$0
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$2.5M
4
State Street
4
State Street
Massachusetts
$271M
5
Retirement Systems of Alabama
5
Retirement Systems of Alabama
Alabama
$6.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
151
Neuberger Berman Group
New York
$1.7M -$31.4K -1,029 -2%
JPMorgan Chase & Co
152
JPMorgan Chase & Co
New York
$1.68M -$3.35M -109,704 -67%
HPIA
153
Hamilton Point Investment Advisors
North Carolina
$1.68M +$64.6K +2,119 +4%
MSS
154
Mitchell Sinkler & Starr
Pennsylvania
$1.67M -$22.9K -750 -1%
Nomura Holdings
155
Nomura Holdings
Japan
$1.66M +$1.66M +54,291 New
IA
156
Independence Advisors
Pennsylvania
$1.58M +$9.42K +309 +0.6%
RJFSA
157
Raymond James Financial Services Advisors
Florida
$1.55M +$51.1K +1,675 +3%
IA
158
IndexIQ Advisors
New York
$1.55M +$617K +20,238 +66%
CM
159
Crestline Management
Texas
$1.49M +$1.49M +48,811 New
SLA
160
Silver Lake Advisory
Utah
$1.44M -$92.6K -3,038 -6%
WSFS
161
Wilmington Savings Fund Society
Delaware
$1.43M -$60.6K -1,987 -4%
EA
162
Emerald Acquisition
Washington
$1.42M -$1.31M -43,113 -48%
LSERS
163
Louisiana State Employees Retirement System
Louisiana
$1.4M -$36.6K -1,200 -3%
TRSOTSOK
164
Teachers Retirement System of the State of Kentucky
Kentucky
$1.4M – – –
ERSOT
165
Employees Retirement System of Texas
Texas
$1.37M – – –
Macquarie Group
166
Macquarie Group
Australia
$1.34M -$1.19M -39,200 -47%
SAM
167
Shell Asset Management
Netherlands
$1.32M – – –
CEP
168
Chicago Equity Partners
Illinois
$1.31M -$1.13M -37,045 -46%
LPL Financial
169
LPL Financial
California
$1.27M +$119K +4,013 +10%
Verition Fund Management
170
Verition Fund Management
Connecticut
$1.22M +$1.22M +39,866 New
PA
171
Profund Advisors
Maryland
$1.21M -$142K -4,666 -11%
FBT
172
First Bankers Trust
Kentucky
$1.16M +$30 +1 +0%
CAM
173
Chesapeake Asset Management
New York
$1.14M – – –
US Bancorp
174
US Bancorp
Minnesota
$1.14M -$19.9K -654 -2%
Victory Capital Management
175
Victory Capital Management
Texas
$1.13M +$586K +19,232 +108%
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