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Essential Utilities
WTRG

Overview Fund Activity

373 hedge funds and large institutions have $2.52B invested in Essential Utilities in 2015 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 134 increasing their positions, 116 reducing their positions, and 33 closing their positions.

Holders
373
Holders Change
+14
Holders Change %
+3.9%
% of All Funds
9.8%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.11%
New
50
Increased
134
Reduced
116
Closed
33
Calls
$2.57M
Puts
$697K
Net Calls
+$1.88M
Net Calls Change
+$2.52M

Top Buyers

1
State Street
1
State Street
Massachusetts
$288M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$41.5M
3
BFA
3
BlackRock Fund Advisors
California
$182M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$11.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$404M

Top Sellers

1
BKBG
1
BHF Kleinwort Benson Group
Belgium
$5.77M
2
O
2
OppenheimerFunds
New York
$0
3
NG
3
NatWest Group
United Kingdom
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$66.8M
5
RA
5
Royce & Associates
New York
$21.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$404M 13,564,654 +294,309 +2%
State Street
2
State Street
Massachusetts
$288M 9,668,937 +429,280 +5%
BFA
3
BlackRock Fund Advisors
California
$182M 6,106,588 +378,870 +7%
BIT
4
BlackRock Institutional Trust
California
$156M 5,227,142 +156,967 +3%
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$148M 4,969,080 +2,328 +0%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$66.8M 2,240,424 -301,005 -12%
Northern Trust
7
Northern Trust
Illinois
$44M 1,478,100 -205,526 -12%
Renaissance Technologies
8
Renaissance Technologies
New York
$41.5M 1,392,917 +426,100 +44%
Norges Bank
9
Norges Bank
Norway
$40.2M 1,347,650 -34,211 -2%
IAMU
10
Impax Asset Management (UK)
United Kingdom
$37.5M 1,258,900 +56,500 +5%
Invesco
11
Invesco
Georgia
$33M 1,105,716 -219,886 -17%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$32.3M 1,082,990 -5,235 -0.5%
Morgan Stanley
13
Morgan Stanley
New York
$27.7M 928,205 +20,457 +2%
Baillie Gifford & Co
14
Baillie Gifford & Co
United Kingdom
$27.5M 922,850 +2,850 +0.3%
FAM
15
Fenimore Asset Management
New York
$26.1M 877,306 -8,875 -1%
Federated Hermes
16
Federated Hermes
Pennsylvania
$25.3M 847,783 -31,286 -4%
Deutsche Bank
17
Deutsche Bank
Germany
$25.2M 846,041 +137,647 +19%
RA
18
Royce & Associates
New York
$21.9M 734,107 -288,800 -28%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$21.8M 732,502 +31,583 +5%
BG
20
BlackRock Group
United Kingdom
$21.5M 720,786 +56,452 +8%
GF
21
Gabelli Funds
New York
$21.3M 716,291 -5,000 -0.7%
Allianz Asset Management
22
Allianz Asset Management
Germany
$20M 670,376 +157,518 +31%
Goldman Sachs
23
Goldman Sachs
New York
$18.9M 632,996 +195,980 +45%
RS
24
Robeco Schweiz
Switzerland
$18M 593,945 -60,768 -9%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$17.8M 596,550 +41,200 +7%
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