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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 %
HI
276
Hudock Inc
Pennsylvania
$75K +$393 +15 +0.5%
HDIM
277
Hanson & Doremus Investment Management
Vermont
$74K – – –
HCC
278
Hirtle Callaghan & Co
Pennsylvania
$70K -$26 -1 -0%
LWCFA
279
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61K – – –
PTC
280
Private Trust Company
Ohio
$55K – – –
FNBT
281
FineMark National Bank & Trust
Florida
$55K – – –
BFEC
282
Benjamin F. Edwards & Company
Missouri
$50K – – –
Citigroup
283
Citigroup
New York
$49K -$446K -16,735 -90%
AF
284
Arrow Financial
New York
$48K – – –
TCOV
285
Trust Company of Vermont
Vermont
$48K – – –
SAM
286
Solaris Asset Management
New York
$46K -$1.95K -75 -4%
ST
287
SpiderRock Trading
Illinois
$34K – – –
M&T Bank
288
M&T Bank
New York
$33K – – –
MMG
289
Monetary Management Group
Missouri
$29K -$6.44K -250 -18%
CTC
290
Central Trust Company
Missouri
$28K – – –
HCM
291
Highlander Capital Management
New Jersey
$27.3K – – –
NC
292
NewSquare Capital
Pennsylvania
$23K – – –
LWA
293
Lenox Wealth Advisors
New York
$23K +$147 +6 +0.6%
IAMU
294
Impax Asset Management (UK)
United Kingdom
$21.5K +$1.22K +46,500 +6%
SF
295
Synovus Financial
Georgia
$21K – – –
EWM
296
Elite Wealth Management
Washington
$20K – – –
PCM
297
Prelude Capital Management
New York
$20K +$20K +760 New
MA
298
MCF Advisors
Kentucky
$19K – – –
MA
299
MUFG Americas
New York
$18K -$5.4K -206 -23%
M
300
MOTCO
Texas
$16K – – –
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12
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