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Essential Utilities
WTRG

Overview Fund Activity

322 hedge funds and large institutions have $2B invested in Essential Utilities in 2013 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 118 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
9.35%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
39
Increased
98
Reduced
118
Closed
36
Calls
$2.47M
Puts
$2.38M
Net Calls
+$93K
Net Calls Change
-$869K

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$25.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$27.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$275M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$8.46M
5
BIT
5
BlackRock Institutional Trust
California
$115M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$1.69M
2
Jennison Associates
2
Jennison Associates
New York
$5.29M
3
TCIM
3
TIAA CREF Investment Management
New York
$9.56M
4
State Street
4
State Street
Massachusetts
$261M
5
Deutsche Bank
5
Deutsche Bank
Germany
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
301
MCF Advisors
Kentucky
$19K – – –
EWM
302
Elite Wealth Management
Washington
$18K – – –
BPBT
303
Boston Private Bank & Trust
Massachusetts
$17K – – –
MA
304
MUFG Americas
New York
$16K – – –
QAM
305
QCI Asset Management
New York
$15K – – –
M
306
MOTCO
Texas
$15K +$15K +625 New
HRIA
307
Haberer Registered Investment Advisor
Ohio
$14K +$23 +1 +0.2%
BC
308
Bartlett & Co
Ohio
$12K – – –
RIA
309
Regal Investment Advisors
Michigan
$10K – – –
NES
310
New England Securities
New York
$9K – – –
AC
311
Alexandria Capital
Virginia
$8K – – –
Manulife (Manufacturers Life Insurance)
312
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.15K +$842 +35,704 +16%
ITIM
313
Indiana Trust & Investment Management
Indiana
$5K – – –
SNT
314
Security National Trust
West Virginia
$5K +$4.29K +187 +603%
EA
315
Ecofin Advisors
United Kingdom
$5K +$4.87K +219 +3,650%
WF
316
WealthTrust Fairport
Ohio
$4K – – –
WCBA
317
Weaver C. Barksdale & Associates
Tennessee
$3K -$1.94M -84,927 -100%
CP
318
Corbenic Partners
Pennsylvania
$3K – – –
MPWT
319
MassMutual Private Wealth & Trust
Connecticut
$2.95K +$2.95K +125 New
TWA
320
TCI Wealth Advisors
Arizona
$2K – – –
Envestnet Asset Management
321
Envestnet Asset Management
Illinois
$1K – – –
TFO
322
Tarbox Family Office
California
$1K +$1K +33 New
DIA
323
Denver Investment Advisors
Colorado
$227 – – –
WMSA
324
Weiss Multi-Strategy Advisers
New York
– -$5.4M -218,300 Closed
CEP
325
Chicago Equity Partners
Illinois
– -$4.28M -173,133 Closed
11 12
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