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Essential Utilities
WTRG

Overview Fund Activity

337 hedge funds and large institutions have $2.15B invested in Essential Utilities in 2014 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 90 increasing their positions, 116 reducing their positions, and 21 closing their positions.

Holders
337
Holders Change
+18
Holders Change %
+5.64%
% of All Funds
8.99%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
47
Increased
90
Reduced
116
Closed
21
Calls
$2.81M
Puts
$1.15M
Net Calls
+$1.66M
Net Calls Change
+$2M

Top Buyers

1
State Street
1
State Street
Massachusetts
$269M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$23.9M
3
Deutsche Bank
3
Deutsche Bank
Germany
$25.2M
4
QI
4
QS Investors
New York
$9.59M
5
BFA
5
BlackRock Fund Advisors
California
$147M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$3.85M
3
RS
3
Robeco Schweiz
Switzerland
$23.2M
4
WAM
4
Water Asset Management
New York
$8.17M
5
Northern Trust
5
Northern Trust
Illinois
$44.8M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$14.4M 538,733 -66,948 -11%
Bank of America
27
Bank of America
North Carolina
$14.2M 533,028 -61,585 -10%
Allianz Asset Management
28
Allianz Asset Management
Germany
$14.1M 529,475 – –
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$14M 525,973 +94,471 +22%
GC
30
Guggenheim Capital
Illinois
$13.9M 519,428 -22,513 -4%
BIM
31
BlackRock Investment Management
Delaware
$13.3M 497,408 -5,623 -1%
Principal Financial Group
32
Principal Financial Group
Iowa
$12.7M 476,291 +10,485 +2%
Ameriprise
33
Ameriprise
Minnesota
$12M 448,347 -4,188 -0.9%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$11.1M 415,369 -29,400 -7%
UBS Group
35
UBS Group
Switzerland
$10.6M 395,353 +395,353 New
Legal & General Group
36
Legal & General Group
United Kingdom
$10.3M 386,038 -32,242 -8%
First Manhattan
37
First Manhattan
New York
$10.2M 383,883 -2,394 -0.6%
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$9.93M 371,994 – –
AIG
39
American International Group
New York
$9.93M 371,886 -9,379 -2%
QI
40
QS Investors
New York
$9.59M 359,089 +359,089 New
CS
41
Credit Suisse
Switzerland
$9.43M 353,197 +31,749 +10%
Charles Schwab
42
Charles Schwab
California
$9.25M 346,377 +14,989 +5%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$9.09M 340,323 +3,144 +0.9%
Stifel Financial
44
Stifel Financial
Missouri
$9.01M 337,435 +207,653 +160%
WAM
45
Water Asset Management
New York
$8.17M 306,043 -293,916 -49%
NFA
46
Nationwide Fund Advisors
Ohio
$7.7M 288,533 -3,727 -1%
Canada Pension Plan Investment Board
47
Canada Pension Plan Investment Board
Ontario, Canada
$7.68M 287,500 +68,700 +31%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$7.57M 283,341 +3,261 +1%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$7.47M 279,781 +3,760 +1%
TCIM
50
TIAA CREF Investment Management
New York
$7.38M 276,410 +2,408 +0.9%
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