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Essential Utilities
WTRG

Overview Fund Activity

319 hedge funds and large institutions have $1.88B invested in Essential Utilities in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 113 increasing their positions, 99 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
9.26%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.15%
New
26
Increased
113
Reduced
99
Closed
28
Calls
$1.21M
Puts
$1.55M
Net Calls
-$342K
Net Calls Change
+$134K

Top Buyers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
$102M
2
Renaissance Technologies
Renaissance Technologies
New York
$11.7M
3
Goldman Sachs
Goldman Sachs
New York
$10.9M
4
Allianz Asset Management
Allianz Asset Management
Germany
$12.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
$290M

Top Sellers

1
SO
STRS Ohio
Ohio
$0
2
Norges Bank
Norges Bank
Norway
$33M
3
State Street
State Street
Massachusetts
$216M
4
PP
PDT Partners
New York
$676K
5
SG Americas Securities
SG Americas Securities
New York
$361K
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
301
Farmers & Merchants Investments Inc
Nebraska
$9K +$9K +375 New
AC
302
Alexandria Capital
Virginia
$8K – – –
BPBT
303
Boston Private Bank & Trust
Massachusetts
$8K – – –
HRIA
304
Haberer Registered Investment Advisor
Ohio
$6K +$25 +1 +0.4%
Manulife (Manufacturers Life Insurance)
305
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.49K +$141 +5,991 +3%
EA
306
Ecofin Advisors
United Kingdom
$5K – – –
Parallax Volatility Advisers
307
Parallax Volatility Advisers
California
$4K -$86K -3,696 -96%
WF
308
WealthTrust Fairport
Ohio
$4K – – –
CFS
309
Community Financial System
New York
$4K +$4K +150 New
CP
310
Corbenic Partners
Pennsylvania
$3K – – –
WCBA
311
Weaver C. Barksdale & Associates
Tennessee
$3K +$232 +11 +8%
FNYS
312
First New York Securities
New York
$2.97K +$2.97K +126 New
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$2.94K – – –
TWA
314
TCI Wealth Advisors
Arizona
$2K -$82 -3 -4%
TCA
315
Tortoise Capital Advisors
Kansas
$1K – – –
EFSCE
316
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
Envestnet Asset Management
317
Envestnet Asset Management
Illinois
$1K – – –
TFO
318
Tarbox Family Office
California
$1K +$233 +10 +30%
CFA
319
Carroll Financial Associates
North Carolina
$1K +$1K +47 New
SO
320
STRS Ohio
Ohio
– -$35.5M -1,354,000 Closed
WI
321
WBI Investments
New Jersey
– -$5.89M -224,561 Closed
JHIU
322
Janus Henderson Investors US
Colorado
– -$2.11M -80,275 Closed
UAS
323
United Asset Strategies
New York
– -$1.71M -65,223 Closed
HPA
324
Hilltop Park Associates
New York
– -$1.31M -50,000 Closed
GCP
325
GSA Capital Partners
United Kingdom
– -$1.08M -41,272 Closed
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