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Essential Utilities
WTRG

Overview Fund Activity

432 hedge funds and large institutions have $2.68B invested in Essential Utilities in 2016 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 132 increasing their positions, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+16
Holders Change %
+3.85%
% of All Funds
10.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
59
Increased
132
Reduced
133
Closed
38
Calls
$1.15M
Puts
$1.77M
Net Calls
-$624K
Net Calls Change
-$768K

Top Buyers

1
State Street
1
State Street
Massachusetts
$318M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$476M
3
Goldman Sachs
3
Goldman Sachs
New York
$25.6M
4
IAMU
4
Impax Asset Management (UK)
United Kingdom
$39.8M
5
BFA
5
BlackRock Fund Advisors
California
$213M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$2.64M
2
Millennium Management
2
Millennium Management
New York
$4.14M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$8.46M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JG
176
Jefferies Group
New York
$1.06M -$1.61M -53,718 -60%
WSCM
177
Wellington Shields Capital Management
New York
$1.04M – – –
PM
178
Parametrica Management
Hong Kong
$1.03M +$1.03M +34,189 New
AL
179
Agran Libbie
California
$1.02M – – –
RB
180
Rodgers Brothers
Pennsylvania
$1M – – –
ISL
181
Ingalls & Snyder LLC
New York
$997K -$751 -25 -0.1%
Cambridge Investment Research Advisors
182
Cambridge Investment Research Advisors
Iowa
$993K +$17.4K +579 +2%
FANJ
183
Financial Architects (New Jersey)
New Jersey
$971K -$34.3K -1,143 -3%
URS
184
Utah Retirement Systems
Utah
$968K -$3K -100 -0.3%
SIAP
185
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$963K +$963K +32,050 New
GWCM
186
Godshalk Welsh Capital Management
Pennsylvania
$961K -$18.8K -625 -2%
TFA
187
Toth Financial Advisory
Virginia
$946K -$6.82K -227 -0.7%
Thrivent Financial for Lutherans
188
Thrivent Financial for Lutherans
Minnesota
$932K -$4.63M -154,030 -83%
NMIMC
189
Northwestern Mutual Investment Management Company
Wisconsin
$918K +$871 +29 +0.1%
VKH
190
Virtu KCG Holdings
New York
$896K +$453K +15,073 +102%
SAM
191
Shell Asset Management
Netherlands
$875K -$424K -14,113 -33%
Public Employees Retirement Association of Colorado
192
Public Employees Retirement Association of Colorado
Colorado
$841K -$193K -6,439 -19%
AB
193
Amalgamated Bank
New York
$821K +$96K +3,194 +13%
SAM
194
Shamrock Asset Management
Texas
$809K -$17.7K -590 -2%
CYG
195
Clean Yield Group
Vermont
$803K -$70.8K -2,357 -8%
SLG
196
Stanley-Laman Group
Pennsylvania
$801K +$801K +26,655 New
COPPSERS
197
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$789K +$841 +28 +0.1%
RIL
198
Rothschild Investment LLC
Illinois
$789K +$21K +700 +3%
WEC
199
Winslow Evans & Crocker
Massachusetts
$786K -$113K -3,752 -13%
CHAM
200
Clear Harbor Asset Management
Connecticut
$785K -$97.7K -3,250 -11%
6 7
8
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