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Essential Utilities
WTRG

Overview Fund Activity

319 hedge funds and large institutions have $1.88B invested in Essential Utilities in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 113 increasing their positions, 99 reducing their positions, and 28 closing their positions.

Holders
319
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
9.26%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.15%
New
26
Increased
113
Reduced
99
Closed
28
Calls
$1.21M
Puts
$1.55M
Net Calls
-$342K
Net Calls Change
+$134K

Top Buyers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$102M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$11.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$10.9M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$12.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$290M

Top Sellers

1
SO
1
STRS Ohio
Ohio
$0
2
Norges Bank
2
Norges Bank
Norway
$33M
3
State Street
3
State Street
Massachusetts
$216M
4
PP
4
PDT Partners
New York
$676K
5
SG Americas Securities
5
SG Americas Securities
New York
$361K
Name Market Value Shares Shares
Change 		Shares
Change %
State of New Jersey Common Pension Fund D
76
State of New Jersey Common Pension Fund D
New Jersey
$3.58M 152,082 – –
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$3.53M 149,769 +4,029 +3%
MLICM
78
Metropolitan Life Insurance Company (MetLife)
New York
$3.52M 149,479 +1,233 +0.8%
LG
79
Leuthold Group
Minnesota
$3.43M 145,587 -7,526 -5%
FNFDCM
80
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.36M 142,878 +2,225 +2%
RJA
81
Raymond James & Associates
Florida
$3.3M 140,320 -15,452 -10%
CT
82
Coastline Trust
Rhode Island
$3.25M 138,300 -5,587 -4%
PCM
83
Palisade Capital Management
New Jersey
$3.15M 133,825 -32,015 -19%
BRCM
84
Bright Rock Capital Management
Massachusetts
$3.13M 133,000 +1,000 +0.8%
State of Wisconsin Investment Board
85
State of Wisconsin Investment Board
Wisconsin
$3.07M 130,246 +880 +0.7%
Stifel Financial
86
Stifel Financial
Missouri
$3.05M 129,782 +89,882 +225%
Comerica Bank
87
Comerica Bank
Texas
$3.03M 128,625 +3,502 +3%
Jacobs Levy Equity Management
88
Jacobs Levy Equity Management
New Jersey
$3M 127,476 +127,476 New
TA
89
Teachers Advisors
New York
$2.95M 125,271 -19,302 -13%
Prudential Financial
90
Prudential Financial
New Jersey
$2.92M 123,967 -37,467 -23%
CFB
91
Cullen/Frost Bankers
Texas
$2.82M 119,993 -1,133 -0.9%
PPA
92
Parametric Portfolio Associates
Washington
$2.76M 117,325 -10,881 -8%
PCA
93
Personal Capital Advisors
California
$2.7M 114,719 +114,719 New
RFC
94
Russell Frank Company
Washington
$2.69M 114,146 +104,157 +1,043%
ASRS
95
Arizona State Retirement System
Arizona
$2.63M 111,874 -2,600 -2%
MOACM
96
Mutual of America Capital Management
New York
$2.59M 109,848 +350 +0.3%
Federated Hermes
97
Federated Hermes
Pennsylvania
$2.57M 109,127 -1,164 -1%
UBS AM
98
UBS AM
Illinois
$2.52M 107,146 +2,700 +3%
Brown Advisory
99
Brown Advisory
Maryland
$2.5M 106,282 – –
AL
100
Agran Libbie
California
$2.36M 100,231 -791 -0.8%
2 3
4
5 6