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Essential Utilities
WTRG

Overview Fund Activity

322 hedge funds and large institutions have $2.17B invested in Essential Utilities in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 112 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-10
Holders Change %
-3.01%
% of All Funds
9.26%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
19
Increased
112
Reduced
109
Closed
26
Calls
$1.43M
Puts
$1.91M
Net Calls
-$476K
Net Calls Change
-$1.64M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$73.5M
2
BFA
2
BlackRock Fund Advisors
California
$138M
3
State Street
3
State Street
Massachusetts
$270M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$320M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$10M

Top Sellers

1
BKBG
1
BHF Kleinwort Benson Group
Belgium
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$7.62M
3
SO
3
STRS Ohio
Ohio
$35.5M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$4.58M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$57.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
226
BBR Partners
New York
$351K – – –
DD
227
Dominick & Dominick
New York
$349K -$828K -31,600 -70%
Susquehanna International Group
228
Susquehanna International Group
Pennsylvania
$346K +$97.6K +3,723 +39%
RFS
229
Rockefeller Financial Services
New York
$328K – – –
QT
230
Quantbot Technologies
New York
$327K -$61.4K -2,342 -16%
BSW
231
Buckingham Strategic Wealth
Missouri
$327K +$12.8K +490 +4%
WTC
232
WhitTier Trust Company
Nevada
$326K +$73.7K +2,813 +29%
KBC Group
233
KBC Group
Belgium
$318K -$2.57M -98,236 -89%
BBPWM
234
Blue Bell Private Wealth Management
Pennsylvania
$296K – – –
BCM
235
Blume Capital Management
California
$280K -$2.62K -100 -0.9%
FNT
236
First National Trust
Pennsylvania
$260K -$29.9K -1,142 -10%
ACM
237
Azimuth Capital Management
Michigan
$258K -$9.83K -375 -4%
Canada Life
238
Canada Life
Manitoba, Canada
$255K -$1.69M -64,900 -87%
OI
239
Oakbrook Investments
Illinois
$253K +$14.4K +550 +6%
KTC
240
Kistler-Tiffany Companies
Pennsylvania
$252K – – –
DIA
241
Denver Investment Advisors
Colorado
$252K – – –
IH
242
IFC Holdings
Florida
$243K +$243K +9,431 New
RFC
243
Russell Frank Company
Washington
$242K -$113K -4,645 -32%
TAM
244
Tocqueville Asset Management
New York
$239K -$29.2K -1,112 -11%
BSWMG
245
Barrington Strategic Wealth Management Group
Illinois
$239K -$18.3K -700 -7%
BHWM
246
Bar Harbor Wealth Management
New Hampshire
$239K – – –
NL
247
NWAM LLC
Washington
$237K -$10.9K -415 -4%
HNB
248
Huntington National Bank
Ohio
$230K -$62.1K -2,362 -21%
SCA
249
Stillwater Capital Advisors
Pennsylvania
$223K – – –
DC
250
Deere & Company
Illinois
$220K – – –
8 9
10
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