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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
$19.4M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$22.8M
5
RS
Robeco Schweiz
Switzerland
$36.9M

Top Sellers

1
State Street
State Street
Massachusetts
$245M
2
JHIU
Janus Henderson Investors US
Colorado
$2.77M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
$98.5M
4
RFC
Russell Frank Company
Washington
$367K
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
301
Lenox Wealth Advisors
New York
$23K +$124 +5 +0.5%
NC
302
NewSquare Capital
Pennsylvania
$22K – – –
MA
303
MUFG Americas
New York
$22K +$5.08K +206 +30%
RFA
304
Reilly Financial Advisors
California
$22K +$22K +860 New
SF
305
Synovus Financial
Georgia
$21K +$21K +800 New
EWM
306
Elite Wealth Management
Washington
$19K – – –
MA
307
MCF Advisors
Kentucky
$19K – – –
BPBT
308
Boston Private Bank & Trust
Massachusetts
$18K – – –
M
309
MOTCO
Texas
$16K – – –
QAM
310
QCI Asset Management
New York
$16K – – –
DA
311
Dunvegan Associates
California
$16K +$16K +625 New
TRCT
312
Tower Research Capital (TRC)
New York
$14K -$26.8K -1,072 -66%
EA
313
Ecofin Advisors
United Kingdom
$14K +$4.31K +100 +44%
BC
314
Bartlett & Co
Ohio
$12K – – –
GAM
315
Gemmer Asset Management
California
$12K +$12K +497 New
ACS
316
Archford Capital Strategies
Illinois
$10.9K +$10.9K +436 New
RIA
317
Regal Investment Advisors
Michigan
$10K – – –
AC
318
Alexandria Capital
Virginia
$9K – – –
RNS
319
Robert N. Shapiro
$9K +$9K +350 New
Manulife (Manufacturers Life Insurance)
320
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.49K -$49 -1,943 -0.7%
HRIA
321
Haberer Registered Investment Advisor
Ohio
$6K -$9.62K -375 -62%
SNT
322
Security National Trust
West Virginia
$5K – – –
WF
323
WealthTrust Fairport
Ohio
$4K – – –
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$3.13K – – –
WCBA
325
Weaver C. Barksdale & Associates
Tennessee
$3K – – –
11 12
13
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