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Essential Utilities
WTRG

Overview Fund Activity

343 hedge funds and large institutions have $2.13B invested in Essential Utilities in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 129 increasing their positions, 110 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+6
Holders Change %
+1.78%
% of All Funds
9.15%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
25
Increased
129
Reduced
110
Closed
17
Calls
$1.2M
Puts
$497K
Net Calls
+$704K
Net Calls Change
-$954K

Top Buyers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$141M
2
MHI
2
Miller Howard Investments
New York
$8.49M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$340M
4
Canada Life
4
Canada Life
Manitoba, Canada
$6.32M
5
BIT
5
BlackRock Institutional Trust
California
$133M

Top Sellers

1
State Street
1
State Street
Massachusetts
$252M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$1.35M
3
QI
3
Qualcomm Inc
California
$2.26M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$15.2M
5
RS
5
Robeco Schweiz
Switzerland
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Tennessee, Department of Treasury
176
State of Tennessee, Department of Treasury
Tennessee
$817K – – –
PAG
177
Private Advisor Group
New Jersey
$814K -$7.09K -269 -0.9%
EIP
178
Energy Income Partners
Connecticut
$791K +$791K +30,000 New
DTL
179
Dynamic Technology Lab
Singapore
$784K +$475K +18,013 +153%
ST
180
Smithfield Trust
Pennsylvania
$759K -$63.6K -2,416 -8%
Creative Planning
181
Creative Planning
Kansas
$741K +$101K +3,832 +16%
HighTower Advisors
182
HighTower Advisors
Illinois
$740K +$11K +416 +2%
CFN
183
Cordasco Financial Network
Florida
$732K -$10.1K -383 -1%
AAM
184
Advisors Asset Management
Colorado
$718K -$79.9K -3,031 -10%
Cambridge Investment Research Advisors
185
Cambridge Investment Research Advisors
Iowa
$718K +$56.1K +2,129 +8%
I2I
186
Insight 2811 Inc
Illinois
$710K -$108K -4,094 -13%
AIP
187
Ameritas Investment Partners
Nebraska
$700K +$16.2K +614 +2%
BC
188
Blackhill Capital
New Jersey
$686K – – –
TBA
189
Tower Bridge Advisors
Pennsylvania
$671K -$38K -1,443 -5%
SAM
190
Securian Asset Management
Minnesota
$664K +$13.4K +508 +2%
HAG
191
HighPoint Advisor Group
Illinois
$652K -$6.06K -229 -0.9%
Fidelity Investments
192
Fidelity Investments
Massachusetts
$644K -$248K -9,392 -28%
DADC
193
D.A. Davidson & Co
Montana
$642K -$12K -455 -2%
ATC
194
Adirondack Trust Company
New York
$638K -$36.2K -1,374 -5%
BWM
195
Biltmore Wealth Management
Arizona
$632K -$3K -114 -0.5%
NJBEST
196
New Jersey Better Educational Savings Trust
New Jersey
$632K +$632K +24,000 New
JG
197
Jefferies Group
New York
$594K +$98.8K +3,747 +20%
LIM
198
Loudon Investment Management
New Hampshire
$581K – – –
Nomura Holdings
199
Nomura Holdings
Japan
$553K +$553K +21,077 New
MCM
200
Manchester Capital Management
Vermont
$546K – – –
6 7
8
9 10