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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 %
GP
251
Girard Partners
Pennsylvania
$240K +$240K +9,581 New
Susquehanna International Group
252
Susquehanna International Group
Pennsylvania
$238K +$238K +9,479 New
NL
253
NWAM LLC
Washington
$237K +$237K +9,444 New
BHWM
254
Bar Harbor Wealth Management
New Hampshire
$229K – – –
OI
255
Oakbrook Investments
Illinois
$228K -$5.01K -200 -2%
CAM
256
Columbia Asset Management
Michigan
$228K – – –
MWR
257
McAdams Wright Ragen
Washington
$218K +$25 +1 +0%
RIL
258
Rothschild Investment LLC
Illinois
$216K – – –
SCA
259
Stillwater Capital Advisors
Pennsylvania
$213K – – –
DC
260
Deere & Company
Illinois
$210K +$210K +8,377 New
B
261
Barings
North Carolina
$205K -$80.2K -3,200 -28%
VanEck Associates
262
VanEck Associates
New York
$204K -$28.4K -1,132 -12%
PWLP
263
Prio Wealth Limited Partnership
Massachusetts
$204K +$204K +8,176 New
DTL
264
Dynamic Technology Lab
Singapore
$201K +$201K +8,015 New
DAM
265
Delta Asset Management
Tennessee
$188K -$3.13K -125 -2%
JWM
266
Jacobus Wealth Management
Wisconsin
$188K – – –
HPA
267
Hilltop Park Associates
New York
$188K +$188K +7,500 New
BBHC
268
Brown Brothers Harriman & Co
New York
$169K – – –
LFR
269
Lehman Financial Resources
Pennsylvania
$164K – – –
Teacher Retirement System of Texas
270
Teacher Retirement System of Texas
Texas
$163K -$1.73K -69 -1%
ClearBridge Investments
271
ClearBridge Investments
New York
$161K +$25.1K +1,000 +18%
BRWA
272
B. Riley Wealth Advisors
Florida
$142K -$13.8K -550 -9%
PAM
273
Panagora Asset Management
Massachusetts
$138K – – –
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$129K -$40.9K -1,625 -24%
OA
275
OFI Advisors
Pennsylvania
$114K +$5.15K +205 +5%
9 10
11
12 13