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Essential Utilities
WTRG

311 hedge funds and large institutions have $2.1B invested in Essential Utilities in 2013 Q2 according to their latest regulatory filings, with 311 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

59.59% more ownership

Funds ownership: 0% → 59.59% (+60%)

23% less call options, than puts

Call options by funds: $2.15M | Put options by funds: $2.81M

Holders
311
Holders Change
+311
Holders Change %
–
% of All Funds
10.15%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.16%
New
311
Increased
–
Reduced
–
Closed
–
Calls
$2.15M
Puts
$2.81M
Net Calls
-$656K
Net Calls Change
-$656K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$2.48M +$2.51M +98,849 New
Renaissance Technologies
102
Renaissance Technologies
New York
$2.35M +$2.38M +93,668 New
IC
103
Inverness Counsel
New York
$2.31M +$2.35M +92,411 New
UBS AM
104
UBS AM
Illinois
$2.31M +$2.34M +92,223 New
VOYA Investment Management
105
VOYA Investment Management
Georgia
$2.27M +$2.3M +90,539 New
SCM
106
Stux Capital Management
New York
$2.17M +$2.2M +86,625 New
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$2.15M +$2.18M +86,000 New
WCBA
108
Weaver C. Barksdale & Associates
Tennessee
$2.13M +$2.16M +85,054 New
WCM
109
Winton Capital Management
United Kingdom
$2.06M +$2.09M +82,226 New
IRF
110
IBM Retirement Fund
New York
$2.04M +$2.07M +81,603 New
SOMRS
111
State of Michigan Retirement System
Michigan
$2.02M +$2.05M +80,916 New
Canada Life
112
Canada Life
Manitoba, Canada
$2.01M +$2.04M +80,375 New
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$1.92M +$1.95M +76,728 New
KAM
114
Keeley Asset Management
Illinois
$1.9M +$1.93M +75,988 New
AG
115
Aperio Group
California
$1.85M +$1.88M +73,963 New
MSA
116
Mason Street Advisors
Wisconsin
$1.82M +$1.85M +72,788 New
LMGAM
117
Liberty Mutual Group Asset Management
Massachusetts
$1.82M +$1.84M +72,594 New
FTIOP
118
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.73M +$1.75M +68,983 New
T. Rowe Price Associates
119
T. Rowe Price Associates
Maryland
$1.65M +$1.68M +66,004 New
GT
120
Glenmede Trust
Pennsylvania
$1.63M +$1.65M +64,941 New
N
121
Nuveen
North Carolina
$1.62M +$1.64M +64,679 New
Public Employees Retirement Association of Colorado
122
Public Employees Retirement Association of Colorado
Colorado
$1.56M +$1.58M +62,218 New
ISL
123
Ingalls & Snyder LLC
New York
$1.52M +$1.55M +60,875 New
ARTA
124
A.R.T. Advisors
New York
$1.49M +$1.51M +59,576 New
KCM
125
Kames Capital Management
United Kingdom
$1.49M +$1.51M +59,571 New
3 4
5
6 7

WTRG Hedge Fund Activity: Q2 2013 in Review

311 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q2 2013, worth a combined $2.1B.

Buyers outnumbered sellers: 311 funds opened new WTRG positions and 0 closed out — a net gain of 311 holders — while 0 added to existing stakes and 0 trimmed.

  • 311 institutional investors held Essential Utilities (WTRG) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $2.1B of Essential Utilities stock for Q2 2013.
  • 311 funds opened new Essential Utilities positions in Q2 2013 and 0 closed out, a net change of +311 holders.

Based on aggregated 13F filings for Q2 2013.