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Essential Utilities
WTRG

Overview Fund Activity

359 hedge funds and large institutions have $2.24B invested in Essential Utilities in 2015 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 110 reducing their positions, and 27 closing their positions.

Holders
359
Holders Change
+11
Holders Change %
+3.16%
% of All Funds
10.03%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.2%
New
40
Increased
129
Reduced
110
Closed
27
Calls
$736K
Puts
$1.38M
Net Calls
-$645K
Net Calls Change
-$486K

Top Buyers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$24.4M
2
BKBG
2
BHF Kleinwort Benson Group
Belgium
$22.9M
3
State Street
3
State Street
Massachusetts
$245M
4
NG
4
NatWest Group
United Kingdom
$9.91M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$67.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.16M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$303K
3
O
3
OppenheimerFunds
New York
$17.7M
4
WAM
4
Water Asset Management
New York
$14.3M
5
QI
5
QS Investors
New York
$1.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$351M 13,270,345 +47,787 +0.4%
State Street
2
State Street
Massachusetts
$245M 9,239,657 +443,782 +5%
BFA
3
BlackRock Fund Advisors
California
$152M 5,727,718 +36,142 +0.6%
BIT
4
BlackRock Institutional Trust
California
$134M 5,070,175 +105,683 +2%
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$131M 4,966,752 -83,306 -2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$67.3M 2,541,429 +364,242 +17%
Northern Trust
7
Northern Trust
Illinois
$44.6M 1,683,626 +2,117 +0.1%
Norges Bank
8
Norges Bank
Norway
$36.6M 1,381,861 +78,571 +6%
Invesco
9
Invesco
Georgia
$35.1M 1,325,602 +60,369 +5%
IAMU
10
Impax Asset Management (UK)
United Kingdom
$31.8M 1,202,400 +2,900 +0.2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$28.8M 1,088,225 +33,553 +3%
RA
12
Royce & Associates
New York
$27.1M 1,022,907 – –
Renaissance Technologies
13
Renaissance Technologies
New York
$25.6M 966,817 +236,017 +32%
Baillie Gifford & Co
14
Baillie Gifford & Co
United Kingdom
$24.4M 920,000 +920,000 New
Morgan Stanley
15
Morgan Stanley
New York
$24M 907,748 -169,064 -16%
FAM
16
Fenimore Asset Management
New York
$23.5M 886,181 -1,015 -0.1%
Federated Hermes
17
Federated Hermes
Pennsylvania
$23.3M 879,069 +44,399 +5%
BKBG
18
BHF Kleinwort Benson Group
Belgium
$22.9M 866,681 +728,242 +526%
GF
19
Gabelli Funds
New York
$19.1M 721,291 -2,000 -0.3%
Deutsche Bank
20
Deutsche Bank
Germany
$18.7M 708,394 -177,469 -20%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$18.6M 700,919 +33,941 +5%
O
22
OppenheimerFunds
New York
$17.7M 668,984 -284,890 -30%
BG
23
BlackRock Group
United Kingdom
$17.6M 664,334 +56,203 +9%
RS
24
Robeco Schweiz
Switzerland
$17.1M 654,713 -101,713 -13%
Retirement Systems of Alabama
25
Retirement Systems of Alabama
Alabama
$15.3M 576,224 +351,479 +156%
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