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Essential Utilities
WTRG

Overview Fund Activity

332 hedge funds and large institutions have $2.1B invested in Essential Utilities in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 27 closing their positions.

Holders
332
Holders Change
+10
Holders Change %
+3.11%
% of All Funds
9.6%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
38
Increased
101
Reduced
113
Closed
27
Calls
$2.81M
Puts
$1.65M
Net Calls
+$1.16M
Net Calls Change
+$1.07M

Top Buyers

1
BKBG
1
BHF Kleinwort Benson Group
Belgium
$14.4M
2
QBFM
2
QS Batterymarch Financial Management
New York
$11.6M
3
IAMU
3
Impax Asset Management (UK)
United Kingdom
$19.4M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$22.8M
5
RS
5
Robeco Schweiz
Switzerland
$36.9M

Top Sellers

1
State Street
1
State Street
Massachusetts
$245M
2
JHIU
2
Janus Henderson Investors US
Colorado
$2.77M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$98.5M
4
RFC
4
Russell Frank Company
Washington
$367K
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
26
BlackRock Investment Management
Delaware
$15.5M -$309K -12,337 -2%
First Trust Advisors
27
First Trust Advisors
Illinois
$14.7M +$844K +33,650 +6%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$14.4M +$311K +12,300 +2%
BKBG
29
BHF Kleinwort Benson Group
Belgium
$14.4M +$14.4M +539,520 New
Bank of America
30
Bank of America
North Carolina
$14.2M +$4.49M +179,252 +46%
GC
31
Guggenheim Capital
Illinois
$13.1M +$1.01M +40,368 +8%
Canada Pension Plan Investment Board
32
Canada Pension Plan Investment Board
Ontario, Canada
$12.8M +$3.8M +151,700 +42%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$12.5M – – –
Legal & General Group
34
Legal & General Group
United Kingdom
$12.1M +$763K +30,443 +7%
Principal Financial Group
35
Principal Financial Group
Iowa
$12M +$344K +13,709 +3%
U
36
UBS
Switzerland
$11.7M +$1.51M +60,137 +15%
QBFM
37
QS Batterymarch Financial Management
New York
$11.6M +$11.6M +461,400 New
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$10.8M +$7.48M +298,255 +228%
Ameriprise
39
Ameriprise
Minnesota
$10.7M +$261K +10,420 +2%
Massachusetts Financial Services
40
Massachusetts Financial Services
Massachusetts
$10.7M – – –
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$10.1M +$212K +8,445 +2%
AIG
42
American International Group
New York
$9.71M -$13.9K -555 -0.1%
First Manhattan
43
First Manhattan
New York
$9.57M +$15.8K +631 +0.2%
Goldman Sachs
44
Goldman Sachs
New York
$9.53M -$615K -24,539 -6%
TCIM
45
TIAA CREF Investment Management
New York
$9.5M -$654K -26,086 -6%
QI
46
Qualcomm Inc
California
$8.38M – – –
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$8.23M +$123K +4,917 +2%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$8.02M +$37.6K +1,500 +0.5%
Charles Schwab
49
Charles Schwab
California
$7.48M +$860K +34,309 +13%
NFA
50
Nationwide Fund Advisors
Ohio
$7.38M -$114K -4,536 -2%
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