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Essential Utilities
WTRG

Overview Fund Activity

343 hedge funds and large institutions have $2.13B invested in Essential Utilities in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 129 increasing their positions, 110 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+6
Holders Change %
+1.78%
% of All Funds
9.15%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
25
Increased
129
Reduced
110
Closed
17
Calls
$1.2M
Puts
$497K
Net Calls
+$704K
Net Calls Change
-$954K

Top Buyers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$141M
2
MHI
2
Miller Howard Investments
New York
$8.49M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$340M
4
Canada Life
4
Canada Life
Manitoba, Canada
$6.32M
5
BIT
5
BlackRock Institutional Trust
California
$133M

Top Sellers

1
State Street
1
State Street
Massachusetts
$252M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$1.35M
3
QI
3
Qualcomm Inc
California
$2.26M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$15.2M
5
RS
5
Robeco Schweiz
Switzerland
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RHJA
201
Rice Hall James & Associates
California
$524K – – –
PNC
202
Park National Corp
Ohio
$516K +$15.4K +583 +3%
DWA
203
Douglass Winthrop Advisors
New York
$501K +$501K +19,000 New
ADBIC
204
A.D. Beadell Investment Counsel
Wisconsin
$497K – – –
MCM
205
Maryland Capital Management
Maryland
$494K – – –
PIM
206
Penobscot Investment Management
Massachusetts
$491K – – –
CM
207
CoreCommodity Management
Connecticut
$480K – – –
WF
208
Welch & Forbes
Massachusetts
$475K -$6.59K -250 -1%
QT
209
Quantbot Technologies
New York
$469K +$165K +6,258 +54%
Mitsubishi UFJ Trust & Banking
210
Mitsubishi UFJ Trust & Banking
Japan
$465K +$465K +17,637 New
RFS
211
Rockefeller Financial Services
New York
$464K -$63.3K -2,403 -12%
KC
212
Kingfisher Capital
North Carolina
$455K -$2K -76 -0.4%
NV
213
Nair Vinay
$453K +$453K +17,205 New
SCM
214
Shelton Capital Management
Colorado
$446K -$35.4K -1,343 -7%
CAM
215
Capstone Asset Management
Texas
$444K +$31.9K +1,210 +8%
MC
216
Moors & Cabot
Massachusetts
$431K +$78 +3 +0%
WTC
217
WhitTier Trust Company
Nevada
$423K -$3.61K -137 -0.8%
FT
218
Fiduciary Trust
Massachusetts
$421K -$26.4K -1,000 -6%
CC
219
Cannell & Co
New York
$417K – – –
Citigroup
220
Citigroup
New York
$417K +$374K +14,168 +868%
UCFA
221
United Capital Financial Advisors
Texas
$416K -$22.6K -843 -5%
IH
222
IFC Holdings
Florida
$407K +$116K +4,423 +40%
Los Angeles Capital Management
223
Los Angeles Capital Management
California
$406K +$2.37K +90 +0.6%
FTC
224
Farmers Trust Company
Ohio
$401K +$401K +15,198 +101,320%
CB
225
Commerce Bank
Missouri
$394K -$58.5K -2,218 -13%
7 8
9
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