WTRG icon

Essential Utilities
WTRG

Overview Fund Activity

416 hedge funds and large institutions have $3.06B invested in Essential Utilities in 2016 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 146 increasing their positions, 132 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+12
Holders Change %
+2.97%
% of All Funds
11.12%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
37
Increased
146
Reduced
132
Closed
20
Calls
$1.98M
Puts
$567K
Net Calls
+$1.41M
Net Calls Change
+$262K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$532M
2
State Street
2
State Street
Massachusetts
$330M
3
WI
3
WBI Investments
New Jersey
$13.4M
4
BFA
4
BlackRock Fund Advisors
California
$231M
5
Capital World Investors
5
Capital World Investors
California
$10.3M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$120M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$27.5M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$16.3M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$2.55M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$6.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
201
Citigroup
New York
$921K -$666K -18,676 -42%
KeyBank National Association
202
KeyBank National Association
Ohio
$917K +$69.8K +1,958 +8%
TBA
203
Tower Bridge Advisors
Pennsylvania
$901K – – –
State of New Jersey Common Pension Fund D
204
State of New Jersey Common Pension Fund D
New Jersey
$892K – – –
Teacher Retirement System of Texas
205
Teacher Retirement System of Texas
Texas
$886K -$1.37M -38,281 -61%
KLI
206
Kelman-Lazarov Inc
Tennessee
$874K -$15.4K -437 -2%
RIL
207
Rothschild Investment LLC
Illinois
$873K +$102K +2,855 +13%
Capstone Investment Advisors
208
Capstone Investment Advisors
New York
$873K +$873K +24,500 New
OAC
209
OMERS Administration Corp
Ontario, Canada
$867K +$867K +24,300 New
ARTA
210
A.R.T. Advisors
New York
$857K +$857K +24,039 New
William Blair Investment Management
211
William Blair Investment Management
Illinois
$846K +$9.77K +274 +1%
ATC
212
Adirondack Trust Company
New York
$837K -$8.91K -250 -1%
BWM
213
Biltmore Wealth Management
Arizona
$830K – – –
CM
214
CoreCommodity Management
Connecticut
$803K +$58.3K +1,635 +8%
I2I
215
Insight 2811 Inc
Illinois
$799K -$103K -2,883 -11%
OC
216
Oppenheimer & Co
New York
$793K -$569K -15,969 -42%
AB
217
Amalgamated Bank
New York
$787K +$88.2K +2,704 +13%
LIM
218
Loudon Investment Management
New Hampshire
$786K – – –
SAM
219
Securian Asset Management
Minnesota
$766K -$85.5K -2,397 -10%
CCM
220
Chilton Capital Management
Texas
$766K +$424K +11,910 +124%
RFS
221
Rockefeller Financial Services
New York
$754K – – –
Mitsubishi UFJ Trust & Banking
222
Mitsubishi UFJ Trust & Banking
Japan
$750K +$58K +1,625 +8%
MAM
223
Martingale Asset Management
Massachusetts
$742K +$742K +20,807 New
MCM
224
Manchester Capital Management
Vermont
$739K – – –
PNC
225
Park National Corp
Ohio
$722K +$9.63K +270 +1%
7 8
9
10 11