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Essential Utilities
WTRG

Overview Fund Activity

404 hedge funds and large institutions have $2.68B invested in Essential Utilities in 2016 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 137 increasing their positions, 124 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+31
Holders Change %
+8.31%
% of All Funds
10.78%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
55
Increased
137
Reduced
124
Closed
23
Calls
$1.59M
Puts
$439K
Net Calls
+$1.15M
Net Calls Change
-$726K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$457M
2
Invesco
Invesco
Georgia
$50.5M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$23.9M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$10.3M
5
Allianz Asset Management
Allianz Asset Management
Germany
$28.4M

Top Sellers

1
State Street
State Street
Massachusetts
$280M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
$134M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$18.7M
4
Canada Life
Canada Life
Manitoba, Canada
$1.57M
5
Goldman Sachs
Goldman Sachs
New York
$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
176
Agran Libbie
California
$1.12M -$1.77M -55,668 -61%
WSCM
177
Wellington Shields Capital Management
New York
$1.1M – – –
GWCM
178
Godshalk Welsh Capital Management
Pennsylvania
$1.1M -$3.98K -125 -0.4%
FANJ
179
Financial Architects (New Jersey)
New Jersey
$1.07M – – –
TFA
180
Toth Financial Advisory
Virginia
$1.05M -$6.49K -204 -0.6%
CGT
181
Capital Guardian Trust
California
$1.03M – – –
URS
182
Utah Retirement Systems
Utah
$1.01M +$3.18K +100 +0.3%
COPPSERS
183
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.01M -$621K -19,504 -38%
RB
184
Rodgers Brothers
Pennsylvania
$1.01M -$190K -5,985 -16%
NMIMC
185
Northwestern Mutual Investment Management Company
Wisconsin
$972K +$972K +30,544 New
Cambridge Investment Research Advisors
186
Cambridge Investment Research Advisors
Iowa
$966K -$38.7K -1,216 -4%
Creative Planning
187
Creative Planning
Kansas
$962K +$110K +3,460 +13%
CC
188
Cipher Capital
New York
$935K +$935K +29,379 New
CHAM
189
Clear Harbor Asset Management
Connecticut
$934K -$58.3K -1,832 -6%
CYG
190
Clean Yield Group
Vermont
$924K -$95.4K -3,055 -9%
ST
191
Smithfield Trust
Pennsylvania
$862K – – –
DADC
192
D.A. Davidson & Co
Montana
$856K +$69.5K +2,187 +9%
AIP
193
Ameritas Investment Partners
Nebraska
$846K – – –
SEI Investments
194
SEI Investments
Pennsylvania
$841K +$746K +23,449 +782%
PAG
195
Private Advisor Group
New Jersey
$836K +$44K +1,383 +6%
BC
196
Blackhill Capital
New Jersey
$829K – – –
Envestnet Asset Management
197
Envestnet Asset Management
Illinois
$826K +$96.3K +3,027 +13%
I2I
198
Insight 2811 Inc
Illinois
$805K -$36.6K -1,150 -4%
KLI
199
Kelman-Lazarov Inc
Tennessee
$805K +$805K +25,199 New
TBA
200
Tower Bridge Advisors
Pennsylvania
$804K -$6.36K -200 -0.8%
6 7
8
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