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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 %
HDIM
276
Hanson & Doremus Investment Management
Vermont
$91K – – –
OA
277
OFI Advisors
Pennsylvania
$90K +$6.5K +262 +8%
WT
278
Whittier Trust
California
$80K -$25 -1 -0%
WRM
279
Westport Resources Management
Connecticut
$78K +$78K +3,164 New
Arrowstreet Capital
280
Arrowstreet Capital
Massachusetts
$75K +$75K +3,041 New
HI
281
Hudock Inc
Pennsylvania
$70K +$373 +15 +0.5%
HCC
282
Hirtle Callaghan & Co
Pennsylvania
$66K +$66K +2,686 New
LWCFA
283
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$64K +$6.15K +249 +11%
AF
284
Arrow Financial
New York
$63K +$11.6K +468 +22%
LNB
285
Ledyard National Bank
$52K – – –
FNBT
286
FineMark National Bank & Trust
Florida
$51K -$25 -1 -0%
PTC
287
Private Trust Company
Ohio
$51K -$24 -1 -0%
MWP
288
MYCIO Wealth Partners
Pennsylvania
$51K -$24 -1 -0%
BFEC
289
Benjamin F. Edwards & Company
Missouri
$48K -$19.6K -784 -29%
Walleye Trading
290
Walleye Trading
New York
$47K +$31.2K +1,261 +197%
SAM
291
Solaris Asset Management
New York
$46K -$25 -1 -0.1%
TCOV
292
Trust Company of Vermont
Vermont
$46K +$25.1K +999 +120%
TRCT
293
Tower Research Capital (TRC)
New York
$42K +$18.5K +749 +78%
Canada Pension Plan Investment Board
294
Canada Pension Plan Investment Board
Ontario, Canada
$37K -$30.8K -1,250 -45%
M&T Bank
295
M&T Bank
New York
$31K – – –
ST
296
Stifel Trust
Missouri
$29K – – –
CTC
297
Central Trust Company
Missouri
$26K +$3.04K +124 +13%
HCM
298
Highlander Capital Management
New Jersey
$25.7K – – –
Northwestern Mutual Wealth Management
299
Northwestern Mutual Wealth Management
Wisconsin
$24K +$24K +953 New
LWA
300
Lenox Wealth Advisors
New York
$23K +$125 +5 +0.5%
10 11
12
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