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Essential Utilities
WTRG

Overview Fund Activity

348 hedge funds and large institutions have $2.01B invested in Essential Utilities in 2015 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 117 increasing their positions, 114 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+5
Holders Change %
+1.46%
% of All Funds
9.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
40
Increased
117
Reduced
114
Closed
31
Calls
$899K
Puts
$1.06M
Net Calls
-$159K
Net Calls Change
-$863K

Top Buyers

1
Federated Hermes
Federated Hermes
Pennsylvania
$20.4M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$9.49M
3
WAM
Water Asset Management
New York
$19.9M
4
Goldman Sachs
Goldman Sachs
New York
$12.3M
5
ARC
Absolute Return Capital
Massachusetts
$8.23M

Top Sellers

1
State Street
State Street
Massachusetts
$215M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
3
NG
NatWest Group
United Kingdom
$0
4
PTC
Philadelphia Trust Company
Pennsylvania
$166K
5
Invesco
Invesco
Georgia
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
176
Private Advisor Group
New Jersey
$697K -$59.1K -2,413 -8%
AQR Capital Management
177
AQR Capital Management
Connecticut
$696K -$146K -5,951 -17%
Cambridge Investment Research Advisors
178
Cambridge Investment Research Advisors
Iowa
$686K +$18.2K +743 +3%
I2I
179
Insight 2811 Inc
Illinois
$660K -$367 -15 -0.1%
AIP
180
Ameritas Investment Partners
Nebraska
$651K – – –
Creative Planning
181
Creative Planning
Kansas
$650K -$38.5K -1,571 -6%
BC
182
Blackhill Capital
New Jersey
$638K – – –
AAM
183
Advisors Asset Management
Colorado
$627K -$39.9K -1,630 -6%
TBA
184
Tower Bridge Advisors
Pennsylvania
$624K – – –
SAM
185
Securian Asset Management
Minnesota
$612K -$4.72K -193 -0.8%
ATC
186
Adirondack Trust Company
New York
$595K +$2.81K +115 +0.5%
DADC
187
D.A. Davidson & Co
Montana
$590K -$6.47K -265 -1%
Citigroup
188
Citigroup
New York
$578K +$191K +7,781 +49%
BWM
189
Biltmore Wealth Management
Arizona
$575K -$12.5K -509 -2%
PAM
190
Princeton Alpha Management
New Jersey
$568K +$228K +9,293 +67%
UOC
191
UBS O'Connor
Illinois
$564K +$564K +23,021 New
CFN
192
Cordasco Financial Network
Florida
$551K -$130K -5,301 -19%
LIM
193
Loudon Investment Management
New Hampshire
$540K – – –
Citadel Advisors
194
Citadel Advisors
Florida
$537K -$4.29M -175,162 -89%
Nomura Holdings
195
Nomura Holdings
Japan
$531K +$9.72K +393 +2%
Susquehanna International Group
196
Susquehanna International Group
Pennsylvania
$530K -$1.03M -42,103 -66%
CCM
197
Cadence Capital Management
Massachusetts
$522K +$259K +10,562 +98%
MCM
198
Manchester Capital Management
Vermont
$508K – – –
AB
199
Amalgamated Bank
New York
$506K +$506K +20,662 New
DWA
200
Douglass Winthrop Advisors
New York
$501K – – –
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8
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