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Essential Utilities
WTRG

Overview Fund Activity

332 hedge funds and large institutions have $2.1B invested in Essential Utilities in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+10
Holders Change %
+3.11%
% of All Funds
9.6%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
38
Increased
101
Reduced
113
Closed
27
Calls
$2.81M
Puts
$1.65M
Net Calls
+$1.16M
Net Calls Change
+$1.07M

Top Buyers

1
BKBG
BHF Kleinwort Benson Group
Belgium
$14.4M
2
QBFM
QS Batterymarch Financial Management
New York
$11.6M
3
IAMU
Impax Asset Management (UK)
United Kingdom
$19.4M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$22.8M
5
RS
Robeco Schweiz
Switzerland
$36.9M

Top Sellers

1
State Street
State Street
Massachusetts
$245M
2
JHIU
Janus Henderson Investors US
Colorado
$2.77M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
$98.5M
4
RFC
Russell Frank Company
Washington
$367K
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
11A
226
10-15 Associates
New York
$364K +$364K +14,550 New
JG
227
Jefferies Group
New York
$363K -$9.77K -390 -3%
CCC
228
Chelsea Counsel Company
California
$359K – – –
CB
229
Commerce Bank
Missouri
$358K -$12.6K -502 -3%
UCFA
230
United Capital Financial Advisors
Texas
$356K +$356K +14,186 New
VKH
231
Virtu KCG Holdings
New York
$351K -$215K -8,567 -38%
Thrivent Financial for Lutherans
232
Thrivent Financial for Lutherans
Minnesota
$343K +$1.25K +50 +0.4%
TH
233
Timber Hill
Connecticut
$338K +$338K +13,464 New
BP
234
BBR Partners
New York
$335K – – –
Barclays
235
Barclays
United Kingdom
$317K -$404K -16,181 -56%
RFS
236
Rockefeller Financial Services
New York
$314K +$75.2K +2,996 +31%
LCP
237
Longbow Capital Partners
New York
$301K +$301K +12,000 New
BSW
238
Buckingham Strategic Wealth
Missouri
$300K +$3.1K +124 +1%
MFS
239
MSI Financial Services
Massachusetts
$289K +$2.5K +100 +0.9%
BBPWM
240
Blue Bell Private Wealth Management
Pennsylvania
$283K -$21.5K -859 -7%
HNB
241
Huntington National Bank
Ohio
$279K +$28K +1,115 +11%
FNT
242
First National Trust
Pennsylvania
$277K -$19.4K -776 -7%
DADC
243
D.A. Davidson & Co
Montana
$271K +$46.9K +1,881 +21%
BCM
244
Blume Capital Management
California
$270K – – –
ACM
245
Azimuth Capital Management
Michigan
$256K – – –
TAM
246
Tocqueville Asset Management
New York
$256K – – –
BSWMG
247
Barrington Strategic Wealth Management Group
Illinois
$246K – – –
KTC
248
Kistler-Tiffany Companies
Pennsylvania
$241K -$32.7K -1,307 -12%
WTC
249
WhitTier Trust Company
Nevada
$241K – – –
DIA
250
Denver Investment Advisors
Colorado
$241K – – –
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