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Essential Utilities
WTRG

Overview Fund Activity

404 hedge funds and large institutions have $2.68B invested in Essential Utilities in 2016 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 137 increasing their positions, 124 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+31
Holders Change %
+8.31%
% of All Funds
10.78%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
55
Increased
137
Reduced
124
Closed
23
Calls
$1.59M
Puts
$439K
Net Calls
+$1.15M
Net Calls Change
-$726K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$457M
2
Invesco
Invesco
Georgia
$50.5M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$23.9M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$10.3M
5
Allianz Asset Management
Allianz Asset Management
Germany
$28.4M

Top Sellers

1
State Street
State Street
Massachusetts
$280M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
$134M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$18.7M
4
Canada Life
Canada Life
Manitoba, Canada
$1.57M
5
Goldman Sachs
Goldman Sachs
New York
$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of New Jersey Common Pension Fund D
201
State of New Jersey Common Pension Fund D
New Jersey
$796K – – –
PP
202
Paloma Partners
Connecticut
$790K +$790K +24,829 New
SAM
203
Securian Asset Management
Minnesota
$759K +$23.5K +738 +3%
KeyBank National Association
204
KeyBank National Association
Ohio
$756K – – –
ATC
205
Adirondack Trust Company
New York
$755K -$4.29K -135 -0.6%
William Blair Investment Management
206
William Blair Investment Management
Illinois
$747K +$747K +23,462 New
BWM
207
Biltmore Wealth Management
Arizona
$741K -$3.18K -100 -0.4%
CFN
208
Cordasco Financial Network
Florida
$711K +$64 +2 +0%
LIM
209
Loudon Investment Management
New Hampshire
$702K – – –
RIL
210
Rothschild Investment LLC
Illinois
$688K +$184K +5,785 +37%
AB
211
Amalgamated Bank
New York
$681K +$58.7K +1,847 +9%
RFS
212
Rockefeller Financial Services
New York
$673K – – –
IA
213
IndexIQ Advisors
New York
$673K +$512K +16,096 +319%
CM
214
CoreCommodity Management
Connecticut
$665K – – –
CIC
215
Carnegie Investment Counsel
Ohio
$661K – – –
MCM
216
Manchester Capital Management
Vermont
$660K – – –
CG
217
Clinton Group
New York
$640K +$640K +20,120 New
PNC
218
Park National Corp
Ohio
$636K +$13.9K +435 +2%
JG
219
Jefferies Group
New York
$635K +$143K +4,502 +29%
PL
220
Parkwood LLC
Ohio
$622K +$91.6K +2,878 +17%
Mitsubishi UFJ Trust & Banking
221
Mitsubishi UFJ Trust & Banking
Japan
$617K +$51.3K +1,614 +9%
UFF
222
USA Financial Formulas
Michigan
$609K +$609K +19,126 New
GP
223
Girard Partners
Pennsylvania
$600K -$36.3K -1,140 -6%
PIM
224
Penobscot Investment Management
Massachusetts
$593K – – –
IRF
225
IBM Retirement Fund
New York
$584K -$767K -24,119 -57%
7 8
9
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