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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 Market Value Shares Shares
Change 		Shares
Change %
RFC
26
Russell Frank Company
Washington
$14.7M 594,018 +229,839 +63%
Baillie Gifford & Co
27
Baillie Gifford & Co
United Kingdom
$14.5M 587,500 +587,500 New
Goldman Sachs
28
Goldman Sachs
New York
$13.8M 556,375 +354,390 +175%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$12.4M 501,794 -8,376 -2%
GC
30
Guggenheim Capital
Illinois
$12.3M 498,050 -265,536 -35%
WAM
31
Water Asset Management
New York
$11.5M 465,624 +465,624 New
BG
32
BlackRock Group
United Kingdom
$11.4M 462,135 -324 -0.1%
Principal Financial Group
33
Principal Financial Group
Iowa
$11.3M 455,088 +5,864 +1%
First Trust Advisors
34
First Trust Advisors
Illinois
$10.7M 433,565 -240,366 -36%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$10.6M 428,554 +3,775 +0.9%
PFC
36
Phocas Financial Corp
California
$10.3M 417,730 -2,971 -0.7%
Ameriprise
37
Ameriprise
Minnesota
$10.2M 410,744 +28,784 +8%
AIG
38
American International Group
New York
$9.78M 395,619 +2,078 +0.5%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$9.7M 392,521 +27,192 +7%
Legal & General Group
40
Legal & General Group
United Kingdom
$9.61M 388,464 +72,753 +23%
U
41
UBS
Switzerland
$9.41M 380,469 -85,842 -18%
Bank of America
42
Bank of America
North Carolina
$9.26M 374,326 +40,042 +12%
Massachusetts Financial Services
43
Massachusetts Financial Services
Massachusetts
$9.13M 369,230 -439,938 -54%
IAMU
44
Impax Asset Management (UK)
United Kingdom
$9.05M 365,800 -202,825 -36%
Jacobs Levy Equity Management
45
Jacobs Levy Equity Management
New Jersey
$8.89M 359,661 +19,423 +6%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$8.63M 349,021 -21,574 -6%
First Manhattan
47
First Manhattan
New York
$8.49M 343,345 +2,180 +0.6%
QI
48
Qualcomm Inc
California
$8.27M 334,375 – –
Nuveen Asset Management
49
Nuveen Asset Management
Illinois
$8.17M 330,344 +265,665 +411%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$7.82M 316,356 +9,788 +3%
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