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Essential Utilities
WTRG

Overview Fund Activity

416 hedge funds and large institutions have $3.06B invested in Essential Utilities in 2016 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 146 increasing their positions, 132 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+12
Holders Change %
+2.97%
% of All Funds
11.12%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
37
Increased
146
Reduced
132
Closed
20
Calls
$1.98M
Puts
$567K
Net Calls
+$1.41M
Net Calls Change
+$262K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$532M
2
State Street
2
State Street
Massachusetts
$330M
3
WI
3
WBI Investments
New Jersey
$13.4M
4
BFA
4
BlackRock Fund Advisors
California
$231M
5
Capital World Investors
5
Capital World Investors
California
$10.3M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$120M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$27.5M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$16.3M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$2.55M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$6.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
176
Financial Architects (New Jersey)
New Jersey
$1.26M +$55.3K +1,551 +5%
WSCM
177
Wellington Shields Capital Management
New York
$1.23M – – –
COPPSERS
178
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.22M +$88.2K +2,473 +8%
AL
179
Agran Libbie
California
$1.21M -$35.7K -1,000 -3%
GWCM
180
Godshalk Welsh Capital Management
Pennsylvania
$1.17M -$62.4K -1,750 -5%
CGT
181
Capital Guardian Trust
California
$1.15M – – –
URS
182
Utah Retirement Systems
Utah
$1.15M +$21.4K +600 +2%
CG
183
Clinton Group
New York
$1.15M +$427K +11,982 +60%
TFA
184
Toth Financial Advisory
Virginia
$1.14M -$36.2K -1,015 -3%
RB
185
Rodgers Brothers
Pennsylvania
$1.13M – – –
Cambridge Investment Research Advisors
186
Cambridge Investment Research Advisors
Iowa
$1.11M +$31.6K +886 +3%
Creative Planning
187
Creative Planning
Kansas
$1.11M +$30.8K +864 +3%
NMIMC
188
Northwestern Mutual Investment Management Company
Wisconsin
$1.09M +$2.14K +60 +0.2%
IA
189
IndexIQ Advisors
New York
$1.09M +$336K +9,427 +45%
IA
190
Icon Advisers
Colorado
$1.05M +$556K +15,600 +113%
CHAM
191
Clear Harbor Asset Management
Connecticut
$1.05M – – –
CYG
192
Clean Yield Group
Vermont
$1.04M -$17.8K -500 -2%
AIP
193
Ameritas Investment Partners
Nebraska
$1M +$51.7K +1,448 +5%
Envestnet Asset Management
194
Envestnet Asset Management
Illinois
$982K +$56.3K +1,580 +6%
PAG
195
Private Advisor Group
New Jersey
$976K +$45.6K +1,287 +5%
DADC
196
D.A. Davidson & Co
Montana
$972K +$13.5K +379 +1%
ST
197
Smithfield Trust
Pennsylvania
$966K – – –
Jane Street
198
Jane Street
New York
$931K +$931K +26,101 New
BC
199
Blackhill Capital
New Jersey
$929K – – –
IH
200
IFC Holdings
Florida
$926K -$1.84M -52,075 -67%
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