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Essential Utilities
WTRG

Overview Fund Activity

373 hedge funds and large institutions have $2.52B invested in Essential Utilities in 2015 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 134 increasing their positions, 116 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+14
Holders Change %
+3.9%
% of All Funds
9.8%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.11%
New
50
Increased
134
Reduced
116
Closed
33
Calls
$2.57M
Puts
$697K
Net Calls
+$1.88M
Net Calls Change
+$2.52M

Top Buyers

1
State Street
State Street
Massachusetts
$288M
2
Renaissance Technologies
Renaissance Technologies
New York
$41.5M
3
BFA
BlackRock Fund Advisors
California
$182M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$11.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
$404M

Top Sellers

1
BKBG
BHF Kleinwort Benson Group
Belgium
$5.77M
2
O
OppenheimerFunds
New York
$0
3
NG
NatWest Group
United Kingdom
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$66.8M
5
RA
Royce & Associates
New York
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
176
AQR Capital Management
Connecticut
$909K – – –
PA
177
Profund Advisors
Maryland
$894K +$157K +5,273 +21%
AAM
178
Advisors Asset Management
Colorado
$864K +$25.5K +857 +3%
FMT
179
First Mercantile Trust
Tennessee
$853K -$556K -18,684 -39%
ST
180
Smithfield Trust
Pennsylvania
$807K -$51.6K -1,732 -6%
Creative Planning
181
Creative Planning
Kansas
$797K +$57.9K +1,944 +8%
AIP
182
Ameritas Investment Partners
Nebraska
$792K – – –
I2I
183
Insight 2811 Inc
Illinois
$788K – – –
BC
184
Blackhill Capital
New Jersey
$776K – – –
BNP Paribas Financial Markets
185
BNP Paribas Financial Markets
France
$773K +$432K +14,503 +127%
VKH
186
Virtu KCG Holdings
New York
$765K +$188K +6,318 +33%
TBA
187
Tower Bridge Advisors
Pennsylvania
$759K – – –
ATC
188
Adirondack Trust Company
New York
$753K +$16.4K +520 +2%
State of New Jersey Common Pension Fund D
189
State of New Jersey Common Pension Fund D
New Jersey
$745K -$745K -25,000 -50%
PAG
190
Private Advisor Group
New Jersey
$742K -$154K -5,156 -17%
DADC
191
D.A. Davidson & Co
Montana
$736K +$862 +29 +0.1%
KeyBank National Association
192
KeyBank National Association
Ohio
$708K -$396K -13,300 -36%
BWM
193
Biltmore Wealth Management
Arizona
$697K – – –
SAM
194
Securian Asset Management
Minnesota
$689K -$44.1K -1,481 -6%
Envestnet Asset Management
195
Envestnet Asset Management
Illinois
$683K +$60.6K +2,035 +10%
CFN
196
Cordasco Financial Network
Florida
$666K +$60 +2 +0%
MAM
197
Meeder Asset Management
Ohio
$662K -$1.49K -50 -0.2%
LIM
198
Loudon Investment Management
New Hampshire
$657K – – –
CIC
199
Carnegie Investment Counsel
Ohio
$646K +$271K +8,707 +72%
RFS
200
Rockefeller Financial Services
New York
$630K – – –
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