WTRG icon

Essential Utilities
WTRG

Overview Fund Activity

323 hedge funds and large institutions have $2.16B invested in Essential Utilities in 2013 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 118 increasing their positions, 133 reducing their positions, and 24 closing their positions.

Holders
323
Holders Change
+12
Holders Change %
+3.86%
% of All Funds
10.48%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
38
Increased
118
Reduced
133
Closed
24
Calls
$3.25M
Puts
$2.29M
Net Calls
+$962K
Net Calls Change
+$1.62M

Top Buyers

1
State Street
1
State Street
Massachusetts
$281M
2
JHIU
2
Janus Henderson Investors US
Colorado
$23.9M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$14.5M
4
WAM
4
Water Asset Management
New York
$11.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.8M

Top Sellers

1
RIM
1
Rainier Investment Management
Washington
$0
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$62.1M
3
LM
3
Luminus Management
Texas
$0
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$9.13M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
OI
251
Oakbrook Investments
Illinois
$249K -$52.6K -2,128 -17%
VanEck Associates
252
VanEck Associates
New York
$240K -$61.2K -2,477 -20%
WTC
253
WhitTier Trust Company
Nevada
$238K -$25 -1 -0%
DIA
254
Denver Investment Advisors
Colorado
$237K -$74 -3 -0%
RFS
255
Rockefeller Financial Services
New York
$235K – – –
HNB
256
Huntington National Bank
Ohio
$234K -$49 -2 -0%
T
257
TradeWorx
New Jersey
$227K +$227K +9,185 New
BHWM
258
Bar Harbor Wealth Management
New Hampshire
$226K – – –
IC
259
IKOS CIF
Cyprus
$216K -$10K -413 -4%
RIL
260
Rothschild Investment LLC
Illinois
$213K – – –
DC
261
Deere & Company
Illinois
$207K -$206K -8,353 -50%
PWLP
262
Prio Wealth Limited Partnership
Massachusetts
$205K -$7.41K -300 -3%
IA
263
IndexIQ Advisors
New York
$205K +$96K +3,890 +88%
PAM
264
Panagora Asset Management
Massachusetts
$193K -$25 -1 -0%
DAM
265
Delta Asset Management
Tennessee
$189K – – –
DADC
266
D.A. Davidson & Co
Montana
$179K +$29.7K +1,215 +20%
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$167K +$20.4K +823 +14%
BBHC
268
Brown Brothers Harriman & Co
New York
$166K -$52.4K -2,126 -24%
LFR
269
Lehman Financial Resources
Pennsylvania
$161K -$25 -1 -0%
BRWA
270
B. Riley Wealth Advisors
Florida
$159K +$74 +3 +0%
KBC Group
271
KBC Group
Belgium
$117K -$261K -10,596 -69%
PFS
272
Penseco Financial Services
Pennsylvania
$112K – – –
JIC
273
Joel Isaacson & Co
New York
$108K +$173 +7 +0.2%
Citadel Advisors
274
Citadel Advisors
Florida
$106K +$24.1K +980 +29%
RA
275
Rational Advisors
New York
$97K -$3.12K -126 -3%
9 10
11
12 13