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Essential Utilities
WTRG

Overview Fund Activity

322 hedge funds and large institutions have $2B invested in Essential Utilities in 2013 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 118 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
9.35%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
39
Increased
98
Reduced
118
Closed
36
Calls
$2.47M
Puts
$2.38M
Net Calls
+$93K
Net Calls Change
-$869K

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$25.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$27.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$275M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$8.46M
5
BIT
5
BlackRock Institutional Trust
California
$115M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$1.69M
2
Jennison Associates
2
Jennison Associates
New York
$5.29M
3
TCIM
3
TIAA CREF Investment Management
New York
$9.56M
4
State Street
4
State Street
Massachusetts
$261M
5
Deutsche Bank
5
Deutsche Bank
Germany
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JG
226
Jefferies Group
New York
$351K -$454K -19,261 -56%
CB
227
Commerce Bank
Missouri
$348K +$47K +2,000 +16%
CCC
228
Chelsea Counsel Company
California
$338K -$67.6K -2,868 -17%
Thrivent Financial for Lutherans
229
Thrivent Financial for Lutherans
Minnesota
$322K – – –
BP
230
BBR Partners
New York
$315K – – –
CA
231
Commerzbank Aktiengesellschaft
Germany
$308K +$21.9K +912 +8%
BBPWM
232
Blue Bell Private Wealth Management
Pennsylvania
$287K +$287K +12,145 New
BSW
233
Buckingham Strategic Wealth
Missouri
$280K +$732 +31 +0.3%
FNT
234
First National Trust
Pennsylvania
$279K -$32.6K -1,385 -10%
CAG
235
Crestwood Advisors Group
Massachusetts
$272K -$6.79K -288 -2%
MFS
236
MSI Financial Services
Massachusetts
$270K +$16.5K +701 +7%
IA
237
IndexIQ Advisors
New York
$270K +$74.4K +3,156 +38%
B
238
Barings
North Carolina
$268K – – –
SCA
239
SAC Capital Advisors
Connecticut
$266K -$232K -9,838 -47%
KTC
240
Kistler-Tiffany Companies
Pennsylvania
$258K +$212 +9 +0.1%
BCM
241
Blume Capital Management
California
$254K +$254K +10,775 New
STC
242
SEI Trust Company
Pennsylvania
$242K +$242K +10,251 New
ACM
243
Azimuth Capital Management
Michigan
$241K -$38.9K -1,652 -14%
TAM
244
Tocqueville Asset Management
New York
$241K -$35.4K -1,500 -13%
RMDI
245
R.M. Davis Inc
Maine
$241K – – –
HNB
246
Huntington National Bank
Ohio
$236K +$11.9K +506 +5%
BSWMG
247
Barrington Strategic Wealth Management Group
Illinois
$232K -$14.2K -600 -6%
WTC
248
WhitTier Trust Company
Nevada
$227K – – –
RFS
249
Rockefeller Financial Services
New York
$224K – – –
OI
250
Oakbrook Investments
Illinois
$219K -$18.2K -774 -8%
8 9
10
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