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Essential Utilities
WTRG

Overview Fund Activity

323 hedge funds and large institutions have $2.16B invested in Essential Utilities in 2013 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 118 increasing their positions, 133 reducing their positions, and 24 closing their positions.

Holders
323
Holders Change
+12
Holders Change %
+3.86%
% of All Funds
10.48%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
38
Increased
118
Reduced
133
Closed
24
Calls
$3.25M
Puts
$2.29M
Net Calls
+$962K
Net Calls Change
+$1.62M

Top Buyers

1
State Street
1
State Street
Massachusetts
$281M
2
JHIU
2
Janus Henderson Investors US
Colorado
$23.9M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$14.5M
4
WAM
4
Water Asset Management
New York
$11.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.8M

Top Sellers

1
RIM
1
Rainier Investment Management
Washington
$0
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$62.1M
3
LM
3
Luminus Management
Texas
$0
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$9.13M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
226
Cai Capital Management
New York
$368K +$105K +4,263 +40%
HFS
227
HL Financial Services
Kentucky
$352K -$49.7K -2,011 -12%
TH
228
Timber Hill
Connecticut
$349K +$349K +14,114 New
AB
229
Amalgamated Bank
New York
$346K +$346K +14,010 New
Thrivent Financial for Lutherans
230
Thrivent Financial for Lutherans
Minnesota
$337K +$19.8K +799 +6%
BP
231
BBR Partners
New York
$331K – – –
UCFA
232
United Capital Financial Advisors
Texas
$329K +$1.48K +60 +0.5%
FNT
233
First National Trust
Pennsylvania
$327K -$73.6K -2,975 -18%
PP
234
Paloma Partners
Connecticut
$326K +$326K +13,177 New
CB
235
Commerce Bank
Missouri
$316K -$40.2K -1,626 -11%
AQR Capital Management
236
AQR Capital Management
Connecticut
$312K +$312K +12,600 New
DekaBank Deutsche Girozentrale
237
DekaBank Deutsche Girozentrale
Germany
$309K – – –
CA
238
Commerzbank Aktiengesellschaft
Germany
$295K -$4.15K -168 -1%
ACM
239
Azimuth Capital Management
Michigan
$294K +$294K +11,874 New
BSW
240
Buckingham Strategic Wealth
Missouri
$293K -$3.89K -157 -1%
CAG
241
Crestwood Advisors Group
Massachusetts
$292K -$162K -6,550 -36%
TAM
242
Tocqueville Asset Management
New York
$290K -$93.3K -3,771 -24%
B
243
Barings
North Carolina
$281K -$71K -2,875 -20%
VAM
244
Visium Asset Management
New York
$273K +$273K +11,034 New
KTC
245
Kistler-Tiffany Companies
Pennsylvania
$270K +$148 +6 +0.1%
MFS
246
MSI Financial Services
Massachusetts
$266K -$2.18K -88 -0.8%
BSWMG
247
Barrington Strategic Wealth Management Group
Illinois
$258K -$105K -4,256 -29%
FNB
248
First Niagara Bank
New York
$254K -$26.7K -1,083 -10%
RMDI
249
R.M. Davis Inc
Maine
$253K -$2.82K -114 -1%
Citigroup
250
Citigroup
New York
$249K -$2.62M -105,825 -91%
8 9
10
11 12