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Essential Utilities
WTRG

Overview Fund Activity

432 hedge funds and large institutions have $2.68B invested in Essential Utilities in 2016 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 132 increasing their positions, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+16
Holders Change %
+3.85%
% of All Funds
10.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
59
Increased
132
Reduced
133
Closed
38
Calls
$1.15M
Puts
$1.77M
Net Calls
-$624K
Net Calls Change
-$768K

Top Buyers

1
State Street
State Street
Massachusetts
$318M
2
Vanguard Group
Vanguard Group
Pennsylvania
$476M
3
Goldman Sachs
Goldman Sachs
New York
$25.6M
4
IAMU
Impax Asset Management (UK)
United Kingdom
$39.8M
5
BFA
BlackRock Fund Advisors
California
$213M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
$2.64M
2
Millennium Management
Millennium Management
New York
$4.14M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
Federated Hermes
Federated Hermes
Pennsylvania
$8.46M
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
201
Blackhill Capital
New Jersey
$782K – – –
Russell Investments Group
202
Russell Investments Group
United Kingdom
$751K +$751K +24,945 New
TBA
203
Tower Bridge Advisors
Pennsylvania
$745K -$13.5K -450 -2%
Envestnet Asset Management
204
Envestnet Asset Management
Illinois
$738K -$21.3K -711 -3%
KLI
205
Kelman-Lazarov Inc
Tennessee
$736K -$7.51K -250 -1%
KeyBank National Association
206
KeyBank National Association
Ohio
$728K -$24.4K -813 -3%
PWM
207
Perigon Wealth Management
California
$710K +$659K +20,806 +1,280%
ST
208
Spinnaker Trust
Maine
$688K -$133K -4,428 -16%
Mitsubishi UFJ Trust & Banking
209
Mitsubishi UFJ Trust & Banking
Japan
$679K -$83.8K -2,791 -11%
MCM
210
Manchester Capital Management
Vermont
$679K +$56.2K +1,870 +9%
CM
211
CoreCommodity Management
Connecticut
$673K -$11.5K -384 -2%
LIM
212
Loudon Investment Management
New Hampshire
$662K – – –
SAM
213
Securian Asset Management
Minnesota
$662K +$13.8K +459 +2%
CIC
214
Carnegie Investment Counsel
Ohio
$657K +$609 +20 +0.1%
DADC
215
D.A. Davidson & Co
Montana
$646K -$8.69K -290 -1%
ATC
216
Adirondack Trust Company
New York
$635K -$15K -500 -2%
Truist Financial
217
Truist Financial
North Carolina
$633K -$2.14M -71,418 -77%
Pacer Advisors
218
Pacer Advisors
Pennsylvania
$630K +$34.9K +1,161 +6%
MAM
219
Martingale Asset Management
Massachusetts
$625K -$180 -6 -0%
NA
220
NewEdge Advisors
Louisiana
$624K +$624K +20,701 New
AG
221
Advisor Group
Arizona
$604K -$5.83K -194 -1%
ST
222
Smithfield Trust
Pennsylvania
$596K +$22.4K +745 +4%
RFS
223
Rockefeller Financial Services
New York
$594K – – –
NFG
224
Next Financial Group
Texas
$592K +$7.33K +244 +1%
EGM
225
Engineers Gate Manager
New York
$578K -$1.22M -40,708 -68%
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