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Essential Utilities
WTRG

Overview Fund Activity

416 hedge funds and large institutions have $3.06B invested in Essential Utilities in 2016 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 146 increasing their positions, 132 reducing their positions, and 20 closing their positions.

Holders
416
Holders Change
+12
Holders Change %
+2.97%
% of All Funds
11.12%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
37
Increased
146
Reduced
132
Closed
20
Calls
$1.98M
Puts
$567K
Net Calls
+$1.41M
Net Calls Change
+$262K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$532M
2
State Street
2
State Street
Massachusetts
$330M
3
WI
3
WBI Investments
New Jersey
$13.4M
4
BFA
4
BlackRock Fund Advisors
California
$231M
5
Capital World Investors
5
Capital World Investors
California
$10.3M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$120M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$27.5M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$16.3M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$2.55M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$6.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$532M 14,910,774 +545,819 +4%
State Street
2
State Street
Massachusetts
$330M 9,250,088 +458,292 +5%
BFA
3
BlackRock Fund Advisors
California
$231M 6,476,132 +305,007 +5%
BIT
4
BlackRock Institutional Trust
California
$187M 5,245,854 +188,485 +4%
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$120M 3,709,634 -688,119 -16%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$82.4M 2,309,927 -17,717 -0.8%
Invesco
7
Invesco
Georgia
$61.1M 1,713,547 +126,736 +8%
Northern Trust
8
Northern Trust
Illinois
$57.9M 1,622,581 +113,693 +8%
Norges Bank
9
Norges Bank
Norway
$44.7M 1,252,200 -31,756 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$42M 1,177,109 +57,884 +5%
IAMU
11
Impax Asset Management (UK)
United Kingdom
$40.1M 1,123,992 +17,577 +2%
Morgan Stanley
12
Morgan Stanley
New York
$33M 924,211 +111,138 +14%
FAM
13
Fenimore Asset Management
New York
$31M 868,045 -3,924 -0.5%
Renaissance Technologies
14
Renaissance Technologies
New York
$27.5M 772,517 -434,400 -36%
Federated Hermes
15
Federated Hermes
Pennsylvania
$26.9M 755,627 -128,471 -15%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$25.3M 708,819 -24,448 -3%
BG
17
BlackRock Group
United Kingdom
$24.7M 691,733 -32,652 -5%
GF
18
Gabelli Funds
New York
$24M 671,791 -3,500 -0.5%
Principal Financial Group
19
Principal Financial Group
Iowa
$23.4M 655,356 +76,199 +13%
RA
20
Royce & Associates
New York
$21.7M 608,107 – –
Retirement Systems of Alabama
21
Retirement Systems of Alabama
Alabama
$20.7M 580,673 +385 +0.1%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$20.1M 563,950 -11,900 -2%
BIM
23
BlackRock Investment Management
Delaware
$19.8M 555,092 +9,366 +2%
Deutsche Bank
24
Deutsche Bank
Germany
$19.4M 545,047 -193,451 -26%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$19.2M 538,500 +93,000 +21%
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