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Essential Utilities
WTRG

Overview Fund Activity

416 hedge funds and large institutions have $2.62B invested in Essential Utilities in 2016 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 129 increasing their positions, 140 reducing their positions, and 32 closing their positions.

Holders
416
Holders Change
–
Holders Change %
0%
% of All Funds
11.12%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
34
Increased
129
Reduced
140
Closed
32
Calls
$1.77M
Puts
$1.63M
Net Calls
+$144K
Net Calls Change
-$1.27M

Top Buyers

1
SG Americas Securities
1
SG Americas Securities
New York
$22.1M
2
Millennium Management
2
Millennium Management
New York
$15.2M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$19.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$465M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$8.8M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$96.4M
2
WI
2
WBI Investments
New Jersey
$0
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$2.5M
4
State Street
4
State Street
Massachusetts
$271M
5
Retirement Systems of Alabama
5
Retirement Systems of Alabama
Alabama
$6.97M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$465M 15,266,358 +355,584 +2%
State Street
2
State Street
Massachusetts
$271M 8,886,796 -363,292 -4%
BFA
3
BlackRock Fund Advisors
California
$206M 6,742,956 +266,824 +4%
BIT
4
BlackRock Institutional Trust
California
$159M 5,207,389 -38,465 -0.7%
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$96.4M 3,161,469 -548,165 -15%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$71.3M 2,340,413 +30,486 +1%
Invesco
7
Invesco
Georgia
$57.1M 1,874,926 +161,379 +9%
Northern Trust
8
Northern Trust
Illinois
$50.7M 1,664,605 +42,024 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$37M 1,213,839 +36,730 +3%
Norges Bank
10
Norges Bank
Norway
$36.5M 1,253,655 +1,455 +0.1%
Morgan Stanley
11
Morgan Stanley
New York
$28.5M 935,001 +10,790 +1%
IAMU
12
Impax Asset Management (UK)
United Kingdom
$28M 919,992 -204,000 -18%
Renaissance Technologies
13
Renaissance Technologies
New York
$25.9M 848,217 +75,700 +10%
SG Americas Securities
14
SG Americas Securities
New York
$22.1M 724,481 +536,581 +286%
Principal Financial Group
15
Principal Financial Group
Iowa
$20.8M 683,443 +28,087 +4%
Deutsche Bank
16
Deutsche Bank
Germany
$20.7M 680,218 +135,171 +25%
GF
17
Gabelli Funds
New York
$20.5M 671,291 -500 -0.1%
BG
18
BlackRock Group
United Kingdom
$20.1M 660,175 -31,558 -5%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$20.1M 658,108 -50,711 -7%
FAM
20
Fenimore Asset Management
New York
$19.9M 651,323 -216,722 -25%
First Trust Advisors
21
First Trust Advisors
Illinois
$19.1M 628,197 +440,013 +234%
Stifel Financial
22
Stifel Financial
Missouri
$18.6M 613,024 +90,411 +17%
RA
23
Royce & Associates
New York
$18.5M 608,107 – –
Federated Hermes
24
Federated Hermes
Pennsylvania
$18.2M 597,282 -158,345 -21%
Charles Schwab
25
Charles Schwab
California
$17.5M 573,439 +39,362 +7%
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