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Essential Utilities
WTRG

Overview Fund Activity

337 hedge funds and large institutions have $2.15B invested in Essential Utilities in 2014 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 90 increasing their positions, 116 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+18
Holders Change %
+5.64%
% of All Funds
8.99%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
47
Increased
90
Reduced
116
Closed
21
Calls
$2.81M
Puts
$1.15M
Net Calls
+$1.66M
Net Calls Change
+$2M

Top Buyers

1
State Street
State Street
Massachusetts
$269M
2
Renaissance Technologies
Renaissance Technologies
New York
$23.9M
3
Deutsche Bank
Deutsche Bank
Germany
$25.2M
4
QI
QS Investors
New York
$9.59M
5
BFA
BlackRock Fund Advisors
California
$147M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$0
2
Goldman Sachs
Goldman Sachs
New York
$3.85M
3
RS
Robeco Schweiz
Switzerland
$23.2M
4
WAM
Water Asset Management
New York
$8.17M
5
Northern Trust
Northern Trust
Illinois
$44.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
326
Corbenic Partners
Pennsylvania
$3K – – –
SEI Investments
327
SEI Investments
Pennsylvania
$3K +$3K +122 New
BRWA
328
B. Riley Wealth Advisors
Florida
$2.17K +$2.17K +12,423 New
TWA
329
TCI Wealth Advisors
Arizona
$2K – – –
NHFG
330
New Harbor Financial Group
Massachusetts
$2K +$2K +91 New
TCA
331
Tortoise Capital Advisors
Kansas
$1K – – –
EFSCE
332
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
Envestnet Asset Management
333
Envestnet Asset Management
Illinois
$1K – – –
TFO
334
Tarbox Family Office
California
$1K – – –
FTC
335
Farmers Trust Company
Ohio
$441 -$485K -16,504 -100%
Baillie Gifford & Co
336
Baillie Gifford & Co
United Kingdom
– -$21.4M -907,500 Closed
PCM
337
Palisade Capital Management
New Jersey
– -$3.15M -133,825 Closed
Lord, Abbett & Co
338
Lord, Abbett & Co
New Jersey
– -$2.3M -97,567 Closed
SCM
339
Stevens Capital Management
Pennsylvania
– -$1.57M -66,819 Closed
Nomura Holdings
340
Nomura Holdings
Japan
– -$1.14M -47,777 Closed
PP
341
PDT Partners
New York
– -$676K -28,739 Closed
BCM
342
BlueCrest Capital Management
Jersey
– -$532K -22,600 Closed
HCM
343
Highbridge Capital Management
New York
– -$492K -20,890 Closed
WG
344
Winton Group
United Kingdom
– -$443K -18,830 Closed
DCM
345
Dynamic Capital Management
Jersey
– -$417K -17,710 Closed
EMG
346
Ellington Management Group
Connecticut
– -$348K -14,800 Closed
CAN
347
Cetera Advisor Networks
California
– -$270K -11,353 Closed
GAM
348
Gotham Asset Management
New York
– -$236K -10,011 Closed
PG
349
PEAK6 Group
Illinois
– -$158K -6,700 Closed
Walleye Trading
350
Walleye Trading
New York
– -$127K -5,413 Closed
11 12 13
14
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