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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.

New
Increased
Maintained
Reduced
Closed
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 %
BlackRock
51
BlackRock
New York
$7.25M -$2.21M -88,264 -23%
Citadel Advisors
52
Citadel Advisors
Florida
$7.24M +$4.71M +187,937 +186%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$6.98M -$194K -7,730 -3%
New York State Teachers Retirement System (NYSTRS)
54
New York State Teachers Retirement System (NYSTRS)
New York
$6.9M – – –
EA
55
Emerald Advisers
Pennsylvania
$6.9M +$4.01K +160 +0.1%
CS
56
Credit Suisse
Switzerland
$6.83M +$113K +4,491 +2%
MAM
57
Magellan Asset Management
Australia
$6.59M +$37.5K +1,496 +0.6%
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$6.59M -$1.09M -43,356 -14%
RT
59
Rockland Trust
Massachusetts
$6.28M +$338K +13,464 +6%
WHRC
60
W.H. Reaves & Co
New Jersey
$6.09M – – –
Retirement Systems of Alabama
61
Retirement Systems of Alabama
Alabama
$5.53M +$102K +4,053 +2%
RU
62
RobecoSam USA
New York
$5.35M +$1.25M +49,934 +31%
WI
63
WBI Investments
New Jersey
$5.2M +$512K +20,441 +11%
BA
64
BlackRock Advisors
Delaware
$5.03M -$28.1K -1,119 -0.6%
PFC
65
Phocas Financial Corp
California
$4.97M -$104K -4,142 -2%
Swiss National Bank
66
Swiss National Bank
Switzerland
$4.96M +$1.11M +44,400 +29%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$4.85M +$73.5K +2,931 +2%
TPSF
68
Texas Permanent School Fund
Texas
$4.47M -$187K -7,458 -4%
1IC
69
1919 Investment Counsel
Maryland
$4.45M -$106K -4,212 -2%
WFG
70
Wills Financial Group
Virginia
$4.29M +$60.9K +2,429 +1%
FNBTCON
71
First National Bank & Trust Co of Newtown
Pennsylvania
$4.29M -$83K -3,314 -2%
HPC
72
HM Payson & Co
Maine
$4.28M -$97.9K -3,906 -2%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$4.26M -$205K -8,167 -5%
AllianceBernstein
74
AllianceBernstein
Tennessee
$4.14M -$189K -7,533 -4%
RJA
75
Raymond James & Associates
Florida
$4.1M -$97.4K -3,885 -2%
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