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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 %
NC
301
NewSquare Capital
Pennsylvania
$22K – – –
ST
302
SpiderRock Trading
Illinois
$21K – – –
MA
303
MCF Advisors
Kentucky
$19K – – –
EWM
304
Elite Wealth Management
Washington
$19K +$19K +750 New
BPBT
305
Boston Private Bank & Trust
Massachusetts
$18K -$24 -1 -0.1%
MA
306
MUFG Americas
New York
$17K -$25 -1 -0.1%
HRIA
307
Haberer Registered Investment Advisor
Ohio
$15K -$25 -1 -0.2%
AWMS
308
Advocacy Wealth Management Services
Georgia
$15K – – –
QAM
309
QCI Asset Management
New York
$15K – – –
PFO
310
Pathstone Family Office
New Jersey
$15K +$15K +625 New
BC
311
Bartlett & Co
Ohio
$12K -$24 -1 -0.2%
ClearBridge Investments
312
ClearBridge Investments
New York
$11K – – –
RIA
313
Regal Investment Advisors
Michigan
$10K – – –
NES
314
New England Securities
New York
$9K – – –
AC
315
Alexandria Capital
Virginia
$8K -$23 -1 -0.3%
Manulife (Manufacturers Life Insurance)
316
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.57K +$128 +5,181 +2%
TFA
317
Transamerica Financial Advisors
Florida
$5K -$23.4K -785 -82%
ITIM
318
Indiana Trust & Investment Management
Indiana
$5K +$5K +203 New
WF
319
WealthTrust Fairport
Ohio
$4K +$4K +156 New
CP
320
Corbenic Partners
Pennsylvania
$3K – – –
TWA
321
TCI Wealth Advisors
Arizona
$2K – – –
Envestnet Asset Management
322
Envestnet Asset Management
Illinois
$1K – – –
SNT
323
Security National Trust
West Virginia
$1K +$1K +31 New
EA
324
Ecofin Advisors
United Kingdom
$225 -$20.9K -557 -99%
RIM
325
Rainier Investment Management
Washington
– -$37.8M -1,511,625 Closed
10 11 12
13
14