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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 Market Value Shares Shares
Change 		Shares
Change %
RJA
76
Raymond James & Associates
Florida
$3.95M 167,323 +2,275 +1%
RU
77
RobecoSam USA
New York
$3.86M 163,578 +34,628 +27%
Allianz Asset Management
78
Allianz Asset Management
Germany
$3.79M 160,518 -154,000 -49%
CCB
79
Cutter & Co Brokerage
Missouri
$3.68M 156,090 -4,167 -3%
Swiss National Bank
80
Swiss National Bank
Switzerland
$3.62M 153,425 – –
SONJCPFA
81
State of New Jersey Common Pension Fund A
New Jersey
$3.59M 152,082 – –
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$3.56M 150,896 +782 +0.5%
PPA
83
Parametric Portfolio Associates
Washington
$3.52M 149,114 -1,463 -1%
CT
84
Coastline Trust
Rhode Island
$3.45M 146,087 -1,750 -1%
FNFDCM
85
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.29M 139,317 -109 -0.1%
Comerica Bank
86
Comerica Bank
Texas
$3.2M 135,432 -5,506 -4%
JPMorgan Chase & Co
87
JPMorgan Chase & Co
New York
$3.08M 130,608 -6,747 -5%
ProShare Advisors
88
ProShare Advisors
Maryland
$3.04M 128,833 +111,081 +626%
ASRS
89
Arizona State Retirement System
Arizona
$2.96M 125,674 -12,801 -9%
State of Wisconsin Investment Board
90
State of Wisconsin Investment Board
Wisconsin
$2.96M 125,516 -3,840 -3%
CFB
91
Cullen/Frost Bankers
Texas
$2.92M 123,736 -3,204 -3%
SGM
92
Summit Global Management
California
$2.82M 119,407 -10,186 -8%
BRCM
93
Bright Rock Capital Management
Massachusetts
$2.78M 118,000 +7,000 +6%
Lord, Abbett & Co
94
Lord, Abbett & Co
New Jersey
$2.66M 112,667 -3,800 -3%
Prudential Financial
95
Prudential Financial
New Jersey
$2.64M 111,967 -5,000 -4%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$2.62M 111,274 +21,198 +24%
AAMU
97
Amundi Asset Management US
Massachusetts
$2.62M 111,069 -4,905 -4%
Federated Hermes
98
Federated Hermes
Pennsylvania
$2.61M 110,592 -1,758 -2%
Brown Advisory
99
Brown Advisory
Maryland
$2.6M 110,273 -766 -0.7%
MOACM
100
Mutual of America Capital Management
New York
$2.55M 108,046 +1,061 +1%
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4
5 6