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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 %
LM
326
Luminus Management
Texas
– -$12.5M -500,374 Closed
SP
327
Sarasin & Partners
United Kingdom
– -$5.11M -204,021 Closed
SCM
328
Stux Capital Management
New York
– -$2.17M -86,625 Closed
STC
329
SEI Trust Company
Pennsylvania
– -$770K -30,750 Closed
RJFSA
330
Raymond James Financial Services Advisors
Florida
– -$758K -30,289 Closed
NAM
331
NorthCoast Asset Management
Connecticut
– -$710K -28,363 Closed
AI
332
Analytic Investors
California
– -$594K -23,739 Closed
TCM
333
Twin Capital Management
Pennsylvania
– -$365K -14,588 Closed
TMAM
334
Tokio Marine Asset Management
Japan
– -$244K -9,750 Closed
WKA
335
Wilson Kemp & Associates
Michigan
– -$238K -9,500 Closed
Fidelity Investments
336
Fidelity Investments
Massachusetts
– -$223K -8,924 Closed
Wellington Management Group
337
Wellington Management Group
Massachusetts
– -$213K -8,500 Closed
BOH
338
Bank of Hawaii
Hawaii
– -$206K -8,239 Closed
STI
339
Susquehanna Trust & Investment
Pennsylvania
– -$203K -8,084 Closed
Fuller & Thaler Asset Management
340
Fuller & Thaler Asset Management
California
– -$66K -2,625 Closed
SFSIG
341
San Francisco Sentry Investment Group
California
– -$59K -2,375 Closed
PG
342
PEAK6 Group
Illinois
– -$59 -2,371 Closed
Group One Trading
343
Group One Trading
Illinois
– -$33K -1,319 Closed
BWM
344
Baystate Wealth Management
Massachusetts
– -$31K -1,250 Closed
OMCS
345
Old Mutual Customised Solutions
South Africa
– -$31K -1,250 Closed
BWFA
346
Baltimore-Washington Financial Advisors
Maryland
– -$25K -1,000 Closed
Jones Financial Companies
347
Jones Financial Companies
Missouri
– -$6K -250 Closed
PIA
348
Piedmont Investment Advisors
North Carolina
– -$3.69K -148 Closed
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