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Essential Utilities
WTRG

Overview Fund Activity

311 hedge funds and large institutions have $2.1B invested in Essential Utilities in 2013 Q2 according to their latest regulatory filings, with 311 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+311
Holders Change %
–
% of All Funds
10.15%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
%
% of All Funds
0.16%
New
311
Increased
–
Reduced
–
Closed
–
Calls
$2.15M
Puts
$2.81M
Net Calls
-$656K
Net Calls Change
-$656K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
BOH
251
Bank of Hawaii
Hawaii
$206K +$206K +8,239 New
STI
252
Susquehanna Trust & Investment
Pennsylvania
$203K +$203K +8,084 New
PAM
253
Panagora Asset Management
Massachusetts
$195K +$195K +7,789 New
DAM
254
Delta Asset Management
Tennessee
$191K +$191K +7,625 New
LFR
255
Lehman Financial Resources
Pennsylvania
$163K +$163K +6,523 New
BRWA
256
B. Riley Wealth Advisors
Florida
$161K +$161K +6,444 New
DADC
257
D.A. Davidson & Co
Montana
$152K +$152K +6,115 New
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$148K +$148K +5,928 New
PFS
259
Penseco Financial Services
Pennsylvania
$114K +$114K +4,541 New
IA
260
IndexIQ Advisors
New York
$111K +$111K +4,415 New
JIC
261
Joel Isaacson & Co
New York
$109K +$109K +4,358 New
RA
262
Rational Advisors
New York
$101K +$101K +4,050 New
HDIM
263
Hanson & Doremus Investment Management
Vermont
$92K +$92K +3,676 New
OA
264
OFI Advisors
Pennsylvania
$84K +$84K +3,364 New
Citadel Advisors
265
Citadel Advisors
Florida
$83K +$83K +3,324 New
WT
266
Whittier Trust
California
$81K +$81K +3,253 New
HI
267
Hudock Inc
Pennsylvania
$70K +$70K +2,799 New
Canada Pension Plan Investment Board
268
Canada Pension Plan Investment Board
Ontario, Canada
$69K +$69K +2,750 New
BFEC
269
Benjamin F. Edwards & Company
Missouri
$68K +$68K +2,708 New
Fuller & Thaler Asset Management
270
Fuller & Thaler Asset Management
California
$66K +$66K +2,625 New
LWCFA
271
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$59K +$59K +2,343 New
SFSIG
272
San Francisco Sentry Investment Group
California
$59K +$59K +2,375 New
AF
273
Arrow Financial
New York
$53K +$53K +2,081 New
FNBT
274
FineMark National Bank & Trust
Florida
$52K +$52K +2,068 New
PTC
275
Private Trust Company
Ohio
$52K +$52K +2,083 New
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