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Essential Utilities
WTRG

Overview Fund Activity

404 hedge funds and large institutions have $2.68B invested in Essential Utilities in 2016 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 137 increasing their positions, 124 reducing their positions, and 23 closing their positions.

Holders
404
Holders Change
+31
Holders Change %
+8.31%
% of All Funds
10.78%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
55
Increased
137
Reduced
124
Closed
23
Calls
$1.59M
Puts
$439K
Net Calls
+$1.15M
Net Calls Change
-$726K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$457M
2
Invesco
2
Invesco
Georgia
$50.5M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$23.9M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$10.3M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$28.4M

Top Sellers

1
State Street
1
State Street
Massachusetts
$280M
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$134M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$18.7M
4
Canada Life
4
Canada Life
Manitoba, Canada
$1.57M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$457M 14,364,955 +800,301 +6%
State Street
2
State Street
Massachusetts
$280M 8,791,796 -877,141 -9%
BFA
3
BlackRock Fund Advisors
California
$196M 6,171,125 +64,537 +1%
BIT
4
BlackRock Institutional Trust
California
$161M 5,057,369 -169,773 -3%
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$134M 4,397,753 -571,327 -11%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$74.1M 2,327,644 +87,220 +4%
Invesco
7
Invesco
Georgia
$50.5M 1,586,811 +481,095 +44%
Northern Trust
8
Northern Trust
Illinois
$48M 1,508,888 +30,788 +2%
Norges Bank
9
Norges Bank
Norway
$40.9M 1,283,956 -63,694 -5%
Renaissance Technologies
10
Renaissance Technologies
New York
$38.4M 1,206,917 -186,000 -13%
IAMU
11
Impax Asset Management (UK)
United Kingdom
$35.2M 1,106,415 -152,485 -12%
Allianz Asset Management
12
Allianz Asset Management
Germany
$28.4M 891,101 +220,725 +33%
Federated Hermes
13
Federated Hermes
Pennsylvania
$28.1M 884,098 +36,315 +4%
FAM
14
Fenimore Asset Management
New York
$27.7M 871,969 -5,337 -0.6%
Morgan Stanley
15
Morgan Stanley
New York
$25.9M 813,073 -115,132 -12%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$23.9M 752,558 +378,314 +101%
Deutsche Bank
17
Deutsche Bank
Germany
$23.5M 738,498 -107,543 -13%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$23.3M 733,267 +765 +0.1%
BG
19
BlackRock Group
United Kingdom
$23.1M 724,385 +3,599 +0.5%
GF
20
Gabelli Funds
New York
$21.5M 675,291 -41,000 -6%
RA
21
Royce & Associates
New York
$19.4M 608,107 -126,000 -17%
Baillie Gifford & Co
22
Baillie Gifford & Co
United Kingdom
$18.7M 588,122 -334,728 -36%
Retirement Systems of Alabama
23
Retirement Systems of Alabama
Alabama
$18.5M 580,288 +1,585 +0.3%
Principal Financial Group
24
Principal Financial Group
Iowa
$18.4M 579,157 +22,436 +4%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$18.3M 575,850 -20,700 -3%
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