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Essential Utilities
WTRG

Overview Fund Activity

432 hedge funds and large institutions have $2.68B invested in Essential Utilities in 2016 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 132 increasing their positions, 133 reducing their positions, and 38 closing their positions.

Holders
432
Holders Change
+16
Holders Change %
+3.85%
% of All Funds
10.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
59
Increased
132
Reduced
133
Closed
38
Calls
$1.15M
Puts
$1.77M
Net Calls
-$624K
Net Calls Change
-$768K

Top Buyers

1
State Street
1
State Street
Massachusetts
$318M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$476M
3
Goldman Sachs
3
Goldman Sachs
New York
$25.6M
4
IAMU
4
Impax Asset Management (UK)
United Kingdom
$39.8M
5
BFA
5
BlackRock Fund Advisors
California
$213M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$2.64M
2
Millennium Management
2
Millennium Management
New York
$4.14M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$8.46M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$476M 15,834,721 +568,363 +4%
State Street
2
State Street
Massachusetts
$318M 10,595,357 +1,708,561 +19%
BFA
3
BlackRock Fund Advisors
California
$213M 7,089,662 +346,706 +5%
BIT
4
BlackRock Institutional Trust
California
$159M 5,300,764 +93,375 +2%
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$98.7M 3,287,159 +125,690 +4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$76M 2,531,189 +190,776 +8%
Northern Trust
7
Northern Trust
Illinois
$57M 1,896,817 +232,212 +14%
Invesco
8
Invesco
Georgia
$56.9M 1,894,140 +19,214 +1%
IAMU
9
Impax Asset Management (UK)
United Kingdom
$39.8M 1,323,592 +403,600 +44%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$39.1M 1,302,626 +88,787 +7%
Norges Bank
11
Norges Bank
Norway
$37.7M 1,253,509 -146 -0%
Morgan Stanley
12
Morgan Stanley
New York
$28.9M 962,692 +27,691 +3%
Renaissance Technologies
13
Renaissance Technologies
New York
$25.7M 854,617 +6,400 +0.8%
Goldman Sachs
14
Goldman Sachs
New York
$25.6M 853,616 +462,135 +118%
Principal Financial Group
15
Principal Financial Group
Iowa
$25.6M 853,618 +170,175 +25%
Deutsche Bank
16
Deutsche Bank
Germany
$24.4M 812,158 +131,940 +19%
First Trust Advisors
17
First Trust Advisors
Illinois
$22.9M 761,312 +133,115 +21%
BG
18
BlackRock Group
United Kingdom
$21.9M 729,966 +69,791 +11%
Stifel Financial
19
Stifel Financial
Missouri
$21.8M 726,384 +113,360 +18%
GF
20
Gabelli Funds
New York
$20.2M 671,291 – –
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$19.6M 650,830 -7,278 -1%
FAM
22
Fenimore Asset Management
New York
$19.3M 643,017 -8,306 -1%
BIM
23
BlackRock Investment Management
Delaware
$18.6M 620,278 +93,883 +18%
Charles Schwab
24
Charles Schwab
California
$18.5M 615,193 +41,754 +7%
RA
25
Royce & Associates
New York
$17.7M 589,907 -18,200 -3%
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