WTRG icon

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
+$8.53M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$8.02M
5
RS
Robeco Schweiz
Switzerland
+$7.5M

Top Sellers

1
State Street
State Street
Massachusetts
-$33M
2
JHIU
Janus Henderson Investors US
Colorado
-$15.1M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
-$14.6M
4
RFC
Russell Frank Company
Washington
-$11.8M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFSC
276
Peoples Financial Services Corp
Pennsylvania
$111K -$3.14K -125 -3%
JIC
277
Joel Isaacson & Co
New York
$109K – – –
CHC
278
City Holding Co
West Virginia
$97K – – –
TDC
279
Thompson Davis & Co
Virginia
$89K – – –
BRWM
280
B. Riley Wealth Management
Tennessee
$82K +$82K +3,266 New
WT
281
Whittier Trust
California
$81K – – –
LNB
282
Ledyard National Bank
$79K – – –
HDIM
283
Hanson & Doremus Investment Management
Vermont
$71K – – –
HI
284
Hudock Inc
Pennsylvania
$71K +$374 +15 +0.5%
HCC
285
Hirtle Callaghan & Co
Pennsylvania
$67K – – –
LWCFA
286
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$59K – – –
BJ
287
BlackRock Japan
Japan
$59K +$59K +2,365 New
PTC
288
Private Trust Company
Ohio
$52K – – –
MWP
289
MYCIO Wealth Partners
Pennsylvania
$52K – – –
FNBT
290
FineMark National Bank & Trust
Florida
$52K +$399 +16 +0.8%
BFEC
291
Benjamin F. Edwards & Company
Missouri
$48K – – –
AF
292
Arrow Financial
New York
$46K – – –
SAM
293
Solaris Asset Management
New York
$46K – – –
TCOV
294
Trust Company of Vermont
Vermont
$46K – – –
MMG
295
Monetary Management Group
Missouri
$34K – – –
M&T Bank
296
M&T Bank
New York
$31K – – –
ST
297
Stifel Trust
Missouri
$29K – – –
HCM
298
Highlander Capital Management
New Jersey
$26.1K – – –
CTC
299
Central Trust Company
Missouri
$26K – – –
Northwestern Mutual Wealth Management
300
Northwestern Mutual Wealth Management
Wisconsin
$24K -$5.02K -202 -17%
10 11
12
13 14