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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.

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 %
First Trust Advisors
26
First Trust Advisors
Illinois
$13M +$2.77M +117,590 +27%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$11.8M -$50.1K -2,125 -0.4%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$11.6M +$3.83M +162,511 +49%
RFC
29
Russell Frank Company
Washington
$11.5M -$2.63M -110,691 -19%
Renaissance Technologies
30
Renaissance Technologies
New York
$11.5M +$4.47M +189,300 +64%
GC
31
Guggenheim Capital
Illinois
$11.3M -$399K -16,925 -3%
BG
32
BlackRock Group
United Kingdom
$11.3M +$419K +17,768 +4%
Principal Financial Group
33
Principal Financial Group
Iowa
$11M +$228K +9,646 +2%
Legal & General Group
34
Legal & General Group
United Kingdom
$10.7M +$1.54M +65,204 +17%
IAMU
35
Impax Asset Management (UK)
United Kingdom
$10.2M +$1.57M +66,400 +18%
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$10M +$1.32M +56,070 +15%
Ameriprise
37
Ameriprise
Minnesota
$9.85M +$158K +6,688 +2%
U
38
UBS
Switzerland
$9.59M +$615K +26,072 +7%
TCIM
39
TIAA CREF Investment Management
New York
$9.56M -$7.8M -330,872 -45%
Goldman Sachs
40
Goldman Sachs
New York
$9.55M -$3.58M -151,592 -27%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$9.32M +$63.2K +2,679 +0.7%
AIG
42
American International Group
New York
$9.15M -$180K -7,619 -2%
Bank of America
43
Bank of America
North Carolina
$9.14M +$311K +13,163 +4%
First Manhattan
44
First Manhattan
New York
$8.99M +$893K +37,838 +11%
BlackRock
45
BlackRock
New York
$8.91M +$1.75M +74,285 +25%
Canada Pension Plan Investment Board
46
Canada Pension Plan Investment Board
Ontario, Canada
$8.46M +$8.42M +356,900 +23,793%
QI
47
Qualcomm Inc
California
$7.89M – – –
Jacobs Levy Equity Management
48
Jacobs Levy Equity Management
New Jersey
$7.86M -$626K -26,549 -7%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$7.63M -$605K -25,644 -7%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$7.52M +$51.9K +2,200 +0.7%
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