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Essential Utilities
WTRG

Overview Fund Activity

343 hedge funds and large institutions have $2.13B invested in Essential Utilities in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 129 increasing their positions, 110 reducing their positions, and 17 closing their positions.

Holders
343
Holders Change
+6
Holders Change %
+1.78%
% of All Funds
9.15%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
25
Increased
129
Reduced
110
Closed
17
Calls
$1.2M
Puts
$497K
Net Calls
+$704K
Net Calls Change
-$954K

Top Buyers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$141M
2
MHI
2
Miller Howard Investments
New York
$8.49M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$340M
4
Canada Life
4
Canada Life
Manitoba, Canada
$6.32M
5
BIT
5
BlackRock Institutional Trust
California
$133M

Top Sellers

1
State Street
1
State Street
Massachusetts
$252M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$1.35M
3
QI
3
Qualcomm Inc
California
$2.26M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$15.2M
5
RS
5
Robeco Schweiz
Switzerland
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$340M 12,902,977 +317,047 +3%
State Street
2
State Street
Massachusetts
$252M 9,570,972 -487,454 -5%
BFA
3
BlackRock Fund Advisors
California
$145M 5,485,867 -15,474 -0.3%
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$141M 5,256,120 +838,874 +19%
BIT
5
BlackRock Institutional Trust
California
$133M 5,047,076 +175,001 +4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$55.4M 2,103,606 +85,058 +4%
Northern Trust
7
Northern Trust
Illinois
$45.2M 1,713,525 +34,876 +2%
Invesco
8
Invesco
Georgia
$40.4M 1,533,510 -31,472 -2%
Norges Bank
9
Norges Bank
Norway
$34.3M 1,303,290 -98,740 -7%
O
10
OppenheimerFunds
New York
$29.9M 1,135,170 +65,044 +6%
RA
11
Royce & Associates
New York
$28M 1,060,707 -89,000 -8%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$26.8M 1,017,058 +28,417 +3%
Morgan Stanley
13
Morgan Stanley
New York
$25.5M 967,207 -75,002 -7%
IAMU
14
Impax Asset Management (UK)
United Kingdom
$24.7M 938,700 +3,600 +0.4%
FAM
15
Fenimore Asset Management
New York
$23.4M 888,471 -2,858 -0.3%
Renaissance Technologies
16
Renaissance Technologies
New York
$20.1M 762,717 -133,900 -15%
Deutsche Bank
17
Deutsche Bank
Germany
$19.2M 730,409 -214,706 -23%
GF
18
Gabelli Funds
New York
$19.1M 723,291 -3,000 -0.4%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$17M 644,658 +105,925 +20%
RS
20
Robeco Schweiz
Switzerland
$15.7M 591,712 -255,612 -30%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$15.6M 592,423 +66,450 +13%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$15.4M 556,250 – –
Caisse de Depot et Placement du Quebec (CDPQ)
23
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$15.2M 576,346 -425,400 -42%
BG
24
BlackRock Group
United Kingdom
$15M 571,031 +19,766 +4%
First Trust Advisors
25
First Trust Advisors
Illinois
$14M 531,041 -37,210 -7%
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