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Essential Utilities
WTRG

Overview Fund Activity

337 hedge funds and large institutions have $2.15B invested in Essential Utilities in 2014 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 90 increasing their positions, 116 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+18
Holders Change %
+5.64%
% of All Funds
8.99%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
47
Increased
90
Reduced
116
Closed
21
Calls
$2.81M
Puts
$1.15M
Net Calls
+$1.66M
Net Calls Change
+$2M

Top Buyers

1
State Street
1
State Street
Massachusetts
$269M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$23.9M
3
Deutsche Bank
3
Deutsche Bank
Germany
$25.2M
4
QI
4
QS Investors
New York
$9.59M
5
BFA
5
BlackRock Fund Advisors
California
$147M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$3.85M
3
RS
3
Robeco Schweiz
Switzerland
$23.2M
4
WAM
4
Water Asset Management
New York
$8.17M
5
Northern Trust
5
Northern Trust
Illinois
$44.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTL
226
Dynamic Technology Lab
Singapore
$313K +$313K +11,738 New
QT
227
Quantbot Technologies
New York
$308K -$98.2K -3,689 -24%
BBPWM
228
Blue Bell Private Wealth Management
Pennsylvania
$301K – – –
KTC
229
Kistler-Tiffany Companies
Pennsylvania
$300K – – –
IH
230
IFC Holdings
Florida
$297K +$36.8K +1,366 +14%
CSS
231
Cubist Systematic Strategies
Connecticut
$288K +$288K +10,776 New
BCM
232
Blume Capital Management
California
$285K – – –
BHWM
233
Bar Harbor Wealth Management
New Hampshire
$277K +$32K +1,200 +13%
SCA
234
Secor Capital Advisors
New York
$272K +$272K +10,204 New
RIL
235
Rothschild Investment LLC
Illinois
$268K +$268K +10,025 New
ACM
236
Azimuth Capital Management
Michigan
$263K – – –
IG
237
ING Group
Netherlands
$260K -$187K -7,000 -42%
RMDI
238
R.M. Davis Inc
Maine
$258K +$258K +9,665 New
DIA
239
Denver Investment Advisors
Colorado
$256K – – –
SB
240
Suntrust Banks
Georgia
$254K +$254K +9,519 New
RMA
241
Roffman Miller Associates
Pennsylvania
$248K +$248K +9,274 New
FNT
242
First National Trust
Pennsylvania
$241K -$15.8K -593 -6%
BSWMG
243
Barrington Strategic Wealth Management Group
Illinois
$238K -$5.33K -200 -2%
HNB
244
Huntington National Bank
Ohio
$233K -$480 -18 -0.2%
NFG
245
Next Financial Group
Texas
$232K -$257K -9,626 -53%
NL
246
NWAM LLC
Washington
$230K -$38.4K -1,440 -14%
SCA
247
Stillwater Capital Advisors
Pennsylvania
$227K +$227K +8,498 New
HSBC Holdings
248
HSBC Holdings
United Kingdom
$224K -$405K -15,140 -64%
DC
249
Deere & Company
Illinois
$224K +$224K +8,377 New
PWLP
250
Prio Wealth Limited Partnership
Massachusetts
$217K +$217K +8,136 New
8 9
10
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