WTRG icon

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 %
PWLP
251
Prio Wealth Limited Partnership
Massachusetts
$214K – – –
VanEck Associates
252
VanEck Associates
New York
$213K -$762 -29 -0.4%
HTC
253
Haverford Trust Company
Pennsylvania
$212K +$212K +8,088 New
CAM
254
Columbia Asset Management
Michigan
$208K -$30.1K -1,150 -13%
TRCT
255
Tower Research Capital (TRC)
New York
$207K +$192K +7,370 +1,316%
JWM
256
Jacobus Wealth Management
Wisconsin
$197K – – –
DAM
257
Delta Asset Management
Tennessee
$197K – – –
BBHC
258
Brown Brothers Harriman & Co
New York
$176K – – –
JIM
259
Jupiter Investment Management
United Kingdom
$173K +$173K +6,600 New
LFR
260
Lehman Financial Resources
Pennsylvania
$171K – – –
Teacher Retirement System of Texas
261
Teacher Retirement System of Texas
Texas
$168K -$2.63K -100 -2%
ClearBridge Investments
262
ClearBridge Investments
New York
$168K – – –
BRWA
263
B. Riley Wealth Advisors
Florida
$148K – – –
PAM
264
Panagora Asset Management
Massachusetts
$144K – – –
MWP
265
MYCIO Wealth Partners
Pennsylvania
$140K +$85.4K +3,252 +156%
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$134K – – –
OA
267
OFI Advisors
Pennsylvania
$130K +$11.4K +437 +10%
PFSC
268
Peoples Financial Services Corp
Pennsylvania
$116K – – –
JIC
269
Joel Isaacson & Co
New York
$114K – – –
TDC
270
Thompson Davis & Co
Virginia
$101K +$7.19K +273 +8%
Parallax Volatility Advisers
271
Parallax Volatility Advisers
California
$101K +$101K +3,868 New
CHC
272
City Holding Co
West Virginia
$92K – – –
BRWM
273
B. Riley Wealth Management
Tennessee
$88K +$3.12K +120 +4%
WT
274
Whittier Trust
California
$85K – – –
LNB
275
Ledyard National Bank
$84K – – –
9 10
11
12 13