WTRG icon

Essential Utilities
WTRG

Overview Fund Activity

359 hedge funds and large institutions have $2.24B invested in Essential Utilities in 2015 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 110 reducing their positions, and 27 closing their positions.

Holders
359
Holders Change
+11
Holders Change %
+3.16%
% of All Funds
10.03%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.2%
New
40
Increased
129
Reduced
110
Closed
27
Calls
$736K
Puts
$1.38M
Net Calls
-$645K
Net Calls Change
-$486K

Top Buyers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$24.4M
2
BKBG
2
BHF Kleinwort Benson Group
Belgium
$22.9M
3
State Street
3
State Street
Massachusetts
$245M
4
NG
4
NatWest Group
United Kingdom
$9.91M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$67.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.16M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$303K
3
O
3
OppenheimerFunds
New York
$17.7M
4
WAM
4
Water Asset Management
New York
$14.3M
5
QI
5
QS Investors
New York
$1.07M
Name Market Value Shares Shares
Change 		Shares
Change %
PP
176
Paloma Partners
Connecticut
$775K 29,236 -10,460 -26%
ProShare Advisors
177
ProShare Advisors
Maryland
$773K 29,195 -4,801 -14%
ST
178
Smithfield Trust
Pennsylvania
$763K 28,832 – –
Cambridge Investment Research Advisors
179
Cambridge Investment Research Advisors
Iowa
$758K 28,621 +628 +2%
AAM
180
Advisors Asset Management
Colorado
$745K 28,150 +2,545 +10%
AIP
181
Ameritas Investment Partners
Nebraska
$704K 26,582 – –
I2I
182
Insight 2811 Inc
Illinois
$700K 26,434 -510 -2%
BC
183
Blackhill Capital
New Jersey
$689K 26,041 – –
TBA
184
Tower Bridge Advisors
Pennsylvania
$674K 25,465 – –
Creative Planning
185
Creative Planning
Kansas
$657K 24,815 -1,720 -6%
PA
186
Profund Advisors
Maryland
$655K 24,734 -7,419 -23%
SAM
187
Shamrock Asset Management
Texas
$655K 24,752 +24,622 +18,940%
DADC
188
D.A. Davidson & Co
Montana
$653K 24,734 +568 +2%
SAM
189
Securian Asset Management
Minnesota
$651K 24,609 -400 -2%
FMA
190
Fiduciary Management Associates
Illinois
$647K 24,460 +24,460 New
RA
191
Rational Advisors
New York
$642K 24,250 -10,000 -29%
BWM
192
Biltmore Wealth Management
Arizona
$619K 23,381 -109 -0.5%
ATC
193
Adirondack Trust Company
New York
$618K 23,350 -975 -4%
IA
194
Icon Advisers
Colorado
$611K 23,100 +23,100 New
CFN
195
Cordasco Financial Network
Florida
$591K 22,337 -147 -0.7%
MAM
196
Meeder Asset Management
Ohio
$589K 22,258 -19,895 -47%
CIM
197
Calvert Investment Management
Maryland
$586K 22,152 +2,435 +12%
SAM
198
Shell Asset Management
Netherlands
$585K 24,868 -6,211 -20%
LIM
199
Loudon Investment Management
New Hampshire
$584K 22,052 – –
TI
200
Trexquant Investment
Connecticut
$575K 21,736 +12,536 +136%
6 7
8
9 10