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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 %
State Board of Administration of Florida Retirement System
51
State Board of Administration of Florida Retirement System
Florida
$7.22M – – –
NFA
52
Nationwide Fund Advisors
Ohio
$7.05M -$63.1K -2,675 -0.9%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$6.75M +$244K +10,340 +4%
New York State Teachers Retirement System (NYSTRS)
54
New York State Teachers Retirement System (NYSTRS)
New York
$6.49M – – –
EA
55
Emerald Advisers
Pennsylvania
$6.49M +$902K +38,220 +16%
CS
56
Credit Suisse
Switzerland
$6.32M -$704K -29,830 -10%
Charles Schwab
57
Charles Schwab
California
$6.23M +$504K +21,344 +9%
MAM
58
Magellan Asset Management
Australia
$6.17M +$59.2K +2,508 +1%
WHRC
59
W.H. Reaves & Co
New Jersey
$5.73M -$236K -10,000 -4%
RT
60
Rockland Trust
Massachusetts
$5.59M +$202K +8,554 +4%
Jennison Associates
61
Jennison Associates
New York
$5.29M -$16.6M -704,969 -76%
Retirement Systems of Alabama
62
Retirement Systems of Alabama
Alabama
$5.11M -$47 -2 -0%
Capital Fund Management (CFM)
63
Capital Fund Management (CFM)
France
$4.86M -$1.93M -81,852 -28%
PFC
64
Phocas Financial Corp
California
$4.77M -$5.08M -215,458 -52%
BA
65
BlackRock Advisors
Delaware
$4.76M +$32.5K +1,379 +0.7%
NG
66
NatWest Group
United Kingdom
$4.72M -$141K -5,996 -3%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$4.49M +$23.3K +988 +0.5%
WI
68
WBI Investments
New Jersey
$4.41M +$4.41M +186,816 New
TPSF
69
Texas Permanent School Fund
Texas
$4.39M -$21.9K -928 -0.5%
1IC
70
1919 Investment Counsel
Maryland
$4.28M +$44.4K +1,883 +1%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$4.2M -$875K -37,093 -17%
FNBTCON
72
First National Bank & Trust Co of Newtown
Pennsylvania
$4.12M -$29.8K -1,264 -0.7%
HPC
73
HM Payson & Co
Maine
$4.12M -$51.4K -2,178 -1%
AllianceBernstein
74
AllianceBernstein
Tennessee
$4.07M -$51.9K -2,200 -1%
WFG
75
Wills Financial Group
Virginia
$3.98M +$3.98M +168,836 New
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