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Essential Utilities
WTRG

Overview Fund Activity

432 hedge funds and large institutions have $2.68B invested in Essential Utilities in 2016 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 132 increasing their positions, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+16
Holders Change %
+3.85%
% of All Funds
10.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
59
Increased
132
Reduced
133
Closed
38
Calls
$1.15M
Puts
$1.77M
Net Calls
-$624K
Net Calls Change
-$768K

Top Buyers

1
State Street
State Street
Massachusetts
$318M
2
Vanguard Group
Vanguard Group
Pennsylvania
$476M
3
Goldman Sachs
Goldman Sachs
New York
$25.6M
4
IAMU
Impax Asset Management (UK)
United Kingdom
$39.8M
5
BFA
BlackRock Fund Advisors
California
$213M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
$2.64M
2
Millennium Management
Millennium Management
New York
$4.14M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
Federated Hermes
Federated Hermes
Pennsylvania
$8.46M
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSS
151
Mitchell Sinkler & Starr
Pennsylvania
$1.57M -$75.1K -2,500 -5%
Macquarie Group
152
Macquarie Group
Australia
$1.55M +$231K +7,700 +18%
SCM
153
Stevens Capital Management
Pennsylvania
$1.54M +$1.54M +51,387 New
Barclays
154
Barclays
United Kingdom
$1.48M +$1.05M +34,994 +243%
SLA
155
Silver Lake Advisory
Utah
$1.45M +$37.2K +1,237 +3%
TAM
156
Trillium Asset Management
Massachusetts
$1.43M +$1.43M +47,594 New
IA
157
Independence Advisors
Pennsylvania
$1.41M -$144K -4,791 -9%
TAM
158
TPH Asset Management
Texas
$1.38M +$1.38M +45,924 New
WSFS
159
Wilmington Savings Fund Society
Delaware
$1.36M -$48.4K -1,610 -3%
TRSOTSOK
160
Teachers Retirement System of the State of Kentucky
Kentucky
$1.32M -$54.1K -1,800 -4%
LSERS
161
Louisiana State Employees Retirement System
Louisiana
$1.32M -$60.1K -2,000 -4%
CIM
162
Calvert Investment Management
Maryland
$1.27M -$4.95M -164,801 -80%
LPL Financial
163
LPL Financial
California
$1.26M -$17.1K -569 -1%
Victory Capital Management
164
Victory Capital Management
Texas
$1.26M +$145K +4,813 +13%
PA
165
Profund Advisors
Maryland
$1.22M +$31.8K +1,060 +3%
Creative Planning
166
Creative Planning
Kansas
$1.22M +$143K +4,773 +13%
CGT
167
Capital Guardian Trust
California
$1.16M +$188K +6,250 +19%
FBT
168
First Bankers Trust
Kentucky
$1.16M +$8.74K +291 +0.8%
CAM
169
Chesapeake Asset Management
New York
$1.13M – – –
US Bancorp
170
US Bancorp
Minnesota
$1.11M -$8.77K -292 -0.8%
Canada Pension Plan Investment Board
171
Canada Pension Plan Investment Board
Ontario, Canada
$1.11M -$2.48M -82,600 -69%
HighTower Advisors
172
HighTower Advisors
Illinois
$1.1M +$99.2K +3,298 +10%
MFIMFI
173
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.09M -$896K -29,840 -45%
FNB
174
Farmers National Bank
Kentucky
$1.08M +$12.6K +418 +1%
FMT
175
First Mercantile Trust
Tennessee
$1.08M +$358K +11,909 +50%
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