WTRG icon

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 %
Susquehanna International Group
326
Susquehanna International Group
Pennsylvania
– -$4.11M -166,317 Closed
ERSOT
327
Employees Retirement System of Texas
Texas
– -$3.25M -131,500 Closed
ARC
328
Absolute Return Capital
Massachusetts
– -$2.8M -113,028 Closed
BMCMI
329
Bryn Mawr Capital Management Inc
Pennsylvania
– -$1.8M -72,659 Closed
KCM
330
Kames Capital Management
United Kingdom
– -$1.47M -59,571 Closed
KAM
331
Keeley Asset Management
Illinois
– -$1.44M -58,325 Closed
Jane Street
332
Jane Street
New York
– -$1.19M -48,254 Closed
Los Angeles Capital Management
333
Los Angeles Capital Management
California
– -$947K -38,311 Closed
NI
334
Numeric Investors
Massachusetts
– -$866K -35,000 Closed
GH
335
GAM Holding
Switzerland
– -$773K -31,250 Closed
ICM
336
IMS Capital Management
Oregon
– -$760K -30,742 Closed
Zurich Cantonal Bank
337
Zurich Cantonal Bank
Switzerland
– -$581K -23,500 Closed
Tudor Investment Corp
338
Tudor Investment Corp
Connecticut
– -$504K -20,400 Closed
Mariner
339
Mariner
Kansas
– -$447K -18,059 Closed
EMG
340
Ellington Management Group
Connecticut
– -$443K -17,900 Closed
FCBT
341
First Citizens Bank & Trust
North Carolina
– -$410K -16,572 Closed
ACI
342
Advance Capital I
Michigan
– -$405K -16,375 Closed
Luther King Capital Management (LKCM)
343
Luther King Capital Management (LKCM)
Texas
– -$396K -16,000 Closed
SFP
344
Santa Fe Partners
New Mexico
– -$387K -15,631 Closed
CCM
345
Cai Capital Management
New York
– -$368K -14,893 Closed
TH
346
Timber Hill
Connecticut
– -$349K -14,114 Closed
UCFA
347
United Capital Financial Advisors
Texas
– -$329K -13,301 Closed
PP
348
Paloma Partners
Connecticut
– -$326K -13,177 Closed
AQR Capital Management
349
AQR Capital Management
Connecticut
– -$312K -12,600 Closed
DekaBank Deutsche Girozentrale
350
DekaBank Deutsche Girozentrale
Germany
– -$309K -12,500 Closed
11 12 13
14
15