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Essential Utilities
WTRG

Overview Fund Activity

416 hedge funds and large institutions have $2.62B invested in Essential Utilities in 2016 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 129 increasing their positions, 140 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
–
Holders Change %
0%
% of All Funds
11.12%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
34
Increased
129
Reduced
140
Closed
32
Calls
$1.77M
Puts
$1.63M
Net Calls
+$144K
Net Calls Change
-$1.27M

Top Buyers

1
SG Americas Securities
1
SG Americas Securities
New York
$22.1M
2
Millennium Management
2
Millennium Management
New York
$15.2M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$19.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$465M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$8.8M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$96.4M
2
WI
2
WBI Investments
New Jersey
$0
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$2.5M
4
State Street
4
State Street
Massachusetts
$271M
5
Retirement Systems of Alabama
5
Retirement Systems of Alabama
Alabama
$6.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
176
Creative Planning
Kansas
$1.09M +$143K +4,677 +15%
PAG
177
Private Advisor Group
New Jersey
$1.07M +$245K +8,255 +30%
WSCM
178
Wellington Shields Capital Management
New York
$1.06M – – –
Public Employees Retirement Association of Colorado
179
Public Employees Retirement Association of Colorado
Colorado
$1.05M -$47.7K -1,563 -4%
AL
180
Agran Libbie
California
$1.03M -$6.1K -200 -0.6%
FANJ
181
Financial Architects (New Jersey)
New Jersey
$1.02M -$52.7K -1,728 -5%
RB
182
Rodgers Brothers
Pennsylvania
$1.02M +$53.3K +1,750 +6%
ISL
183
Ingalls & Snyder LLC
New York
$1.01M -$326K -10,700 -24%
HighTower Advisors
184
HighTower Advisors
Illinois
$1.01M -$60.6K -1,991 -6%
GWCM
185
Godshalk Welsh Capital Management
Pennsylvania
$994K -$3.05K -100 -0.3%
Cambridge Investment Research Advisors
186
Cambridge Investment Research Advisors
Iowa
$990K +$37.3K +1,224 +4%
CGT
187
Capital Guardian Trust
California
$986K – – –
URS
188
Utah Retirement Systems
Utah
$985K – – –
TFA
189
Toth Financial Advisory
Virginia
$967K -$11.2K -367 -1%
NMIMC
190
Northwestern Mutual Investment Management Company
Wisconsin
$931K -$2.04K -67 -0.2%
WEC
191
Winslow Evans & Crocker
Massachusetts
$912K -$259K -8,498 -22%
CHAM
192
Clear Harbor Asset Management
Connecticut
$895K – – –
RU
193
RobecoSam USA
New York
$890K -$335K -10,984 -27%
CYG
194
Clean Yield Group
Vermont
$887K – – –
SCA
195
Secor Capital Advisors
New York
$884K +$884K +29,017 New
IA
196
Icon Advisers
Colorado
$872K -$24.4K -800 -3%
SAM
197
Shamrock Asset Management
Texas
$838K +$838K +27,508 New
ST
198
Spinnaker Trust
Maine
$833K +$833K +27,328 New
ASN
199
Advisory Services Network
Georgia
$825K +$616K +20,224 +295%
EA
200
Emerald Advisers
Pennsylvania
$806K -$1.55M -50,730 -66%
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