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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 %
QAM
301
QCI Asset Management
New York
$16K – – –
BC
302
Bartlett & Co
Ohio
$13K – – –
GAM
303
Gemmer Asset Management
California
$13K – – –
Group One Trading
304
Group One Trading
Illinois
$12K +$12K +462 New
ACS
305
Archford Capital Strategies
Illinois
$11.5K +$53 +2 +0.5%
RIA
306
Regal Investment Advisors
Michigan
$11K – – –
BPBT
307
Boston Private Bank & Trust
Massachusetts
$9K -$11K -406 -55%
AC
308
Alexandria Capital
Virginia
$9K – – –
EA
309
Ecofin Advisors
United Kingdom
$6K -$2.67K -100 -31%
SNT
310
Security National Trust
West Virginia
$6K – – –
HRIA
311
Haberer Registered Investment Advisor
Ohio
$6K +$26 +1 +0.4%
WF
312
WealthTrust Fairport
Ohio
$4K – – –
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$3.28K – – –
WCBA
314
Weaver C. Barksdale & Associates
Tennessee
$3K – – –
CP
315
Corbenic Partners
Pennsylvania
$3K – – –
GSC
316
Ground Swell Capital
South Carolina
$3K +$3K +100 New
TWA
317
TCI Wealth Advisors
Arizona
$2K +$132 +5 +7%
HR
318
Howe & Rusling
New York
$2K +$2K +82 New
Envestnet Asset Management
319
Envestnet Asset Management
Illinois
$1K – – –
EFSCE
320
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
TCA
321
Tortoise Capital Advisors
Kansas
$1K +$1K +38 New
BKBG
322
BHF Kleinwort Benson Group
Belgium
– -$14.4M -539,520 Closed
PFC
323
Phocas Financial Corp
California
– -$4.97M -198,130 Closed
Jacobs Levy Equity Management
324
Jacobs Levy Equity Management
New Jersey
– -$2.1M -83,787 Closed
MIU
325
Man Investments (UK)
United Kingdom
– -$1.76M -70,054 Closed
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