We are live on ! Find out more
WTRG icon

Essential Utilities
WTRG

311 hedge funds and large institutions have $2.1B invested in Essential Utilities in 2013 Q2 according to their latest regulatory filings, with 311 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

59.59% more ownership

Funds ownership: 0% → 59.59% (+60%)

23% less call options, than puts

Call options by funds: $2.15M | Put options by funds: $2.81M

Holders
311
Holders Change
+311
Holders Change %
–
% of All Funds
10.15%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.16%
New
311
Increased
–
Reduced
–
Closed
–
Calls
$2.15M
Puts
$2.81M
Net Calls
-$656K
Net Calls Change
-$656K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
26
BlackRock Investment Management
Delaware
$15.6M +$15.8M +621,864 New
Wells Fargo
27
Wells Fargo
California
$14.6M +$14.8M +582,325 New
IAMU
28
Impax Asset Management (UK)
United Kingdom
$14.2M +$14.4M +568,625 New
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$12.8M +$13M +510,170 New
LM
30
Luminus Management
Texas
$12.5M +$12.7M +500,374 New
U
31
UBS
Switzerland
$11.7M +$11.8M +466,311 New
BG
32
BlackRock Group
United Kingdom
$11.6M +$11.7M +462,459 New
Principal Financial Group
33
Principal Financial Group
Iowa
$11.2M +$11.4M +449,224 New
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$10.6M +$10.8M +424,779 New
PFC
35
Phocas Financial Corp
California
$10.5M +$10.7M +420,701 New
AIG
36
American International Group
New York
$9.85M +$9.99M +393,541 New
NG
37
NatWest Group
United Kingdom
$9.7M +$9.83M +387,331 New
Ameriprise
38
Ameriprise
Minnesota
$9.56M +$9.7M +381,960 New
First Manhattan
39
First Manhattan
New York
$9.3M +$8.66M +341,165 New
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$9.28M +$9.41M +370,595 New
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$9.14M +$9.28M +365,329 New
RFC
42
Russell Frank Company
Washington
$9.12M +$9.25M +364,179 New
Jacobs Levy Equity Management
43
Jacobs Levy Equity Management
New Jersey
$8.52M +$8.64M +340,238 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$8.49M +$8.61M +339,270 New
QI
45
Qualcomm Inc
California
$8.37M +$8.49M +334,375 New
Bank of America
46
Bank of America
North Carolina
$8.37M +$8.49M +334,284 New
Legal & General Group
47
Legal & General Group
United Kingdom
$7.9M +$8.02M +315,711 New
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$7.67M +$7.78M +306,568 New
State Board of Administration of Florida Retirement System
49
State Board of Administration of Florida Retirement System
Florida
$7.66M +$7.77M +306,125 New
MAM
50
Magellan Asset Management
Australia
$7.58M +$7.69M +302,939 New
1
2
3 4 5

WTRG Hedge Fund Activity: Q2 2013 in Review

311 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q2 2013, worth a combined $2.1B.

Buyers outnumbered sellers: 311 funds opened new WTRG positions and 0 closed out — a net gain of 311 holders — while 0 added to existing stakes and 0 trimmed.

  • 311 institutional investors held Essential Utilities (WTRG) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $2.1B of Essential Utilities stock for Q2 2013.
  • 311 funds opened new Essential Utilities positions in Q2 2013 and 0 closed out, a net change of +311 holders.

Based on aggregated 13F filings for Q2 2013.