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Essential Utilities
WTRG

Overview Fund Activity

373 hedge funds and large institutions have $2.52B invested in Essential Utilities in 2015 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 134 increasing their positions, 116 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+14
Holders Change %
+3.9%
% of All Funds
9.8%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.11%
New
50
Increased
134
Reduced
116
Closed
33
Calls
$2.57M
Puts
$697K
Net Calls
+$1.88M
Net Calls Change
+$2.52M

Top Buyers

1
State Street
State Street
Massachusetts
$288M
2
Renaissance Technologies
Renaissance Technologies
New York
$41.5M
3
BFA
BlackRock Fund Advisors
California
$182M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$11.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
$404M

Top Sellers

1
BKBG
BHF Kleinwort Benson Group
Belgium
$5.77M
2
O
OppenheimerFunds
New York
$0
3
NG
NatWest Group
United Kingdom
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$66.8M
5
RA
Royce & Associates
New York
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGM
201
Engineers Gate Manager
New York
$628K -$1.42M -47,599 -69%
CM
202
CoreCommodity Management
Connecticut
$623K +$76.6K +2,569 +14%
MCM
203
Manchester Capital Management
Vermont
$618K – – –
GP
204
Girard Partners
Pennsylvania
$596K +$132K +4,421 +28%
AB
205
Amalgamated Bank
New York
$583K -$38.4K -1,289 -6%
PNC
206
Park National Corp
Ohio
$582K +$7.92K +266 +1%
BNP Paribas Asset Management
207
BNP Paribas Asset Management
France
$558K +$558K +18,740 New
PIM
208
Penobscot Investment Management
Massachusetts
$556K – – –
FMA
209
Fiduciary Management Associates
Illinois
$554K -$174K -5,855 -24%
WF
210
Welch & Forbes
Massachusetts
$537K – – –
Mitsubishi UFJ Trust & Banking
211
Mitsubishi UFJ Trust & Banking
Japan
$530K -$7.33K -246 -1%
CSS
212
Cubist Systematic Strategies
Connecticut
$523K -$61K -2,047 -10%
MC
213
Moors & Cabot
Massachusetts
$523K -$24.1K -802 -4%
CAM
214
Capstone Asset Management
Texas
$512K -$11.5K -385 -2%
SCM
215
Shelton Capital Management
Colorado
$504K – – –
FTC
216
Farmers Trust Company
Ohio
$499K +$20.7K +696 +4%
Chevy Chase Trust
217
Chevy Chase Trust
Maryland
$497K -$29.8K -1,000 -6%
PL
218
Parkwood LLC
Ohio
$496K +$496K +16,659 New
CWM
219
Concert Wealth Management
California
$488K +$40.9K +1,368 +9%
HFS
220
HL Financial Services
Kentucky
$486K -$130K -4,376 -21%
WTC
221
WhitTier Trust Company
Nevada
$478K – – –
RIL
222
Rothschild Investment LLC
Illinois
$472K +$12.4K +416 +3%
RMA
223
Roffman Miller Associates
Pennsylvania
$464K -$31.2K -1,046 -6%
JG
224
Jefferies Group
New York
$460K -$22.7K -761 -5%
NPIT
225
National Penn Investors Trust
Pennsylvania
$447K +$447K +14,999 New
7 8
9
10 11