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Essential Utilities
WTRG

Overview Fund Activity

348 hedge funds and large institutions have $2.01B invested in Essential Utilities in 2015 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 117 increasing their positions, 114 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+5
Holders Change %
+1.46%
% of All Funds
9.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
40
Increased
117
Reduced
114
Closed
31
Calls
$899K
Puts
$1.06M
Net Calls
-$159K
Net Calls Change
-$863K

Top Buyers

1
Federated Hermes
Federated Hermes
Pennsylvania
$20.4M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$9.49M
3
WAM
Water Asset Management
New York
$19.9M
4
Goldman Sachs
Goldman Sachs
New York
$12.3M
5
ARC
Absolute Return Capital
Massachusetts
$8.23M

Top Sellers

1
State Street
State Street
Massachusetts
$215M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
3
NG
NatWest Group
United Kingdom
$0
4
PTC
Philadelphia Trust Company
Pennsylvania
$166K
5
Invesco
Invesco
Georgia
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
JG
201
Jefferies Group
New York
$492K -$59.5K -2,431 -11%
CIM
202
Calvert Investment Management
Maryland
$483K +$483K +19,717 New
PNC
203
Park National Corp
Ohio
$467K -$12.6K -513 -3%
IA
204
IndexIQ Advisors
New York
$467K +$207K +8,472 +80%
ADBIC
205
A.D. Beadell Investment Counsel
Wisconsin
$462K – – –
NV
206
Nair Vinay
$460K +$39K +1,592 +9%
AIM
207
Ada Investment Management
New York
$460K +$460K +18,797 New
MCM
208
Maryland Capital Management
Maryland
$459K – – –
Thrivent Financial for Lutherans
209
Thrivent Financial for Lutherans
Minnesota
$458K +$98.2K +4,000 +27%
PIM
210
Penobscot Investment Management
Massachusetts
$457K – – –
WF
211
Welch & Forbes
Massachusetts
$441K – – –
RFS
212
Rockefeller Financial Services
New York
$431K – – –
SG Americas Securities
213
SG Americas Securities
New York
$424K -$365K -14,887 -46%
Mitsubishi UFJ Trust & Banking
214
Mitsubishi UFJ Trust & Banking
Japan
$421K -$10.7K -436 -2%
RMA
215
Roffman Miller Associates
Pennsylvania
$416K +$107K +4,367 +35%
SCM
216
Shelton Capital Management
Colorado
$414K – – –
CAM
217
Capstone Asset Management
Texas
$407K -$5.63K -230 -1%
MC
218
Moors & Cabot
Massachusetts
$394K -$9.12K -373 -2%
WTC
219
WhitTier Trust Company
Nevada
$393K – – –
FTC
220
Farmers Trust Company
Ohio
$393K +$20.4K +831 +5%
Los Angeles Capital Management
221
Los Angeles Capital Management
California
$378K – – –
FT
222
Fiduciary Trust
Massachusetts
$366K -$24.4K -1,000 -6%
KC
223
Kingfisher Capital
North Carolina
$364K -$59.4K -2,423 -14%
CC
224
Cannell & Co
New York
$362K -$25.7K -1,050 -7%
CM
225
CoreCommodity Management
Connecticut
$358K -$88.2K -3,599 -20%
7 8
9
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