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Essential Utilities
WTRG

Overview Fund Activity

337 hedge funds and large institutions have $2.15B invested in Essential Utilities in 2014 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 90 increasing their positions, 116 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+18
Holders Change %
+5.64%
% of All Funds
8.99%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
47
Increased
90
Reduced
116
Closed
21
Calls
$2.81M
Puts
$1.15M
Net Calls
+$1.66M
Net Calls Change
+$2M

Top Buyers

1
State Street
1
State Street
Massachusetts
$269M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$23.9M
3
Deutsche Bank
3
Deutsche Bank
Germany
$25.2M
4
QI
4
QS Investors
New York
$9.59M
5
BFA
5
BlackRock Fund Advisors
California
$147M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$3.85M
3
RS
3
Robeco Schweiz
Switzerland
$23.2M
4
WAM
4
Water Asset Management
New York
$8.17M
5
Northern Trust
5
Northern Trust
Illinois
$44.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWM
276
B. Riley Wealth Management
Tennessee
$90K +$3.2K +121 +4%
WT
277
Whittier Trust
California
$87K – – –
LNB
278
Ledyard National Bank
$85K – – –
HI
279
Hudock Inc
Pennsylvania
$77K +$426 +16 +0.6%
FM
280
Forward Management
California
$77K +$77K +2,900 New
HDIM
281
Hanson & Doremus Investment Management
Vermont
$76K – – –
IPC
282
Independent Portfolio Consultants
Florida
$75K +$27.4K +1,020 +57%
HCC
283
Hirtle Callaghan & Co
Pennsylvania
$72K – – –
LWCFA
284
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$63K – – –
RC
285
RegentAtlantic Capital
New Jersey
$62.1K +$62.1K +2,327 New
BFEC
286
Benjamin F. Edwards & Company
Missouri
$57K -$7.69K -288 -12%
FNBT
287
FineMark National Bank & Trust
Florida
$56K – – –
TCOV
288
Trust Company of Vermont
Vermont
$49K – – –
SAM
289
Solaris Asset Management
New York
$47K – – –
AF
290
Arrow Financial
New York
$46K -$15.1K -562 -25%
Citigroup
291
Citigroup
New York
$43K -$492K -18,678 -92%
Parallax Volatility Advisers
292
Parallax Volatility Advisers
California
$40K +$35.4K +1,317 +766%
MMG
293
Monetary Management Group
Missouri
$30K – – –
CTC
294
Central Trust Company
Missouri
$28K – – –
HCM
295
Highlander Capital Management
New Jersey
$28K – – –
KCM
296
Karp Capital Management
California
$28K +$28K +1,039 New
LWA
297
Lenox Wealth Advisors
New York
$25K +$158 +6 +0.6%
BBHC
298
Brown Brothers Harriman & Co
New York
$24K -$156K -5,832 -87%
NC
299
NewSquare Capital
Pennsylvania
$23K – – –
SF
300
Synovus Financial
Georgia
$21K – – –
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12
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