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Essential Utilities
WTRG

Overview Fund Activity

322 hedge funds and large institutions have $2.17B invested in Essential Utilities in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 112 increasing their positions, 109 reducing their positions, and 26 closing their positions.

Holders
322
Holders Change
-10
Holders Change %
-3.01%
% of All Funds
9.26%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
19
Increased
112
Reduced
109
Closed
26
Calls
$1.43M
Puts
$1.91M
Net Calls
-$476K
Net Calls Change
-$1.64M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$73.5M
2
BFA
2
BlackRock Fund Advisors
California
$138M
3
State Street
3
State Street
Massachusetts
$270M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$320M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$10M

Top Sellers

1
BKBG
1
BHF Kleinwort Benson Group
Belgium
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$7.62M
3
SO
3
STRS Ohio
Ohio
$35.5M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$4.58M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$57.3M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
26
Guggenheim Capital
Illinois
$14.5M 553,508 +32,015 +6%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$14.4M 550,850 -19,188 -3%
WAM
28
Water Asset Management
New York
$13.2M 502,359 -184,068 -27%
BIM
29
BlackRock Investment Management
Delaware
$13.1M 500,514 -116,354 -19%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$12.9M 490,369 -9,300 -2%
U
31
UBS
Switzerland
$12.6M 481,341 +14,663 +3%
Ameriprise
32
Ameriprise
Minnesota
$11.3M 431,318 +3,466 +0.8%
Principal Financial Group
33
Principal Financial Group
Iowa
$11.1M 423,550 -54,893 -11%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$11M 418,491 +14,846 +4%
Legal & General Group
35
Legal & General Group
United Kingdom
$10.7M 408,243 -75,868 -16%
First Manhattan
36
First Manhattan
New York
$10.1M 386,520 +4,706 +1%
AIG
37
American International Group
New York
$10M 383,259 -4,186 -1%
Allianz Asset Management
38
Allianz Asset Management
Germany
$10M 381,475 +220,957 +138%
QBFM
39
QS Batterymarch Financial Management
New York
$9.43M 359,750 -101,650 -22%
Massachusetts Financial Services
40
Massachusetts Financial Services
Massachusetts
$9.14M 348,390 -76,910 -18%
CS
41
Credit Suisse
Switzerland
$8.93M 340,670 +68,087 +25%
QI
42
Qualcomm Inc
California
$8.77M 334,375 – –
PP
43
PDT Partners
New York
$8.68M 331,163 +183,458 +124%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$8.48M 323,256 +3,200 +1%
Charles Schwab
45
Charles Schwab
California
$8.37M 319,325 +20,857 +7%
BlackRock
46
BlackRock
New York
$7.73M 294,936 +5,726 +2%
TCIM
47
TIAA CREF Investment Management
New York
$7.72M 294,233 -84,829 -22%
Renaissance Technologies
48
Renaissance Technologies
New York
$7.62M 290,717 -472,362 -62%
NFA
49
Nationwide Fund Advisors
Ohio
$7.6M 290,017 -4,464 -2%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$7.43M 283,434 +4,842 +2%
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