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Essential Utilities
WTRG

Overview Fund Activity

323 hedge funds and large institutions have $2.16B invested in Essential Utilities in 2013 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 118 increasing their positions, 133 reducing their positions, and 24 closing their positions.

Holders
323
Holders Change
+12
Holders Change %
+3.86%
% of All Funds
10.48%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
38
Increased
118
Reduced
133
Closed
24
Calls
$3.25M
Puts
$2.29M
Net Calls
+$962K
Net Calls Change
+$1.62M

Top Buyers

1
State Street
1
State Street
Massachusetts
$281M
2
JHIU
2
Janus Henderson Investors US
Colorado
$23.9M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$14.5M
4
WAM
4
Water Asset Management
New York
$11.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.8M

Top Sellers

1
RIM
1
Rainier Investment Management
Washington
$0
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$62.1M
3
LM
3
Luminus Management
Texas
$0
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$9.13M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$117M
Name Market Value Shares Shares
Change 		Shares
Change %
AAMU
101
Amundi Asset Management US
Massachusetts
$2.87M 115,974 -3,776 -3%
ARC
102
Absolute Return Capital
Massachusetts
$2.8M 113,028 +113,028 New
Federated Hermes
103
Federated Hermes
Pennsylvania
$2.78M 112,350 -13,810 -11%
Brown Advisory
104
Brown Advisory
Maryland
$2.75M 111,039 -4 -0%
BRCM
105
Bright Rock Capital Management
Massachusetts
$2.75M 111,000 +11,000 +11%
MOACM
106
Mutual of America Capital Management
New York
$2.65M 106,985 +1,026 +1%
AL
107
Agran Libbie
California
$2.58M 104,493 -25 -0%
WCM
108
Winton Capital Management
United Kingdom
$2.52M 101,709 +19,483 +24%
CYG
109
Clean Yield Group
Vermont
$2.51M 101,291 -3,090 -3%
MSS
110
Mitchell Sinkler & Starr
Pennsylvania
$2.47M 99,743 -42,920 -30%
UBS AM
111
UBS AM
Illinois
$2.41M 97,346 +5,123 +6%
IC
112
Inverness Counsel
New York
$2.29M 92,405 -6 -0%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$2.24M 90,711 +172 +0.2%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$2.23M 90,076 +46,092 +105%
MSA
115
Mason Street Advisors
Wisconsin
$2.2M 88,765 +15,977 +22%
Canada Life
116
Canada Life
Manitoba, Canada
$2.11M 85,571 +5,196 +6%
WCBA
117
Weaver C. Barksdale & Associates
Tennessee
$2.1M 85,058 +4 +0%
SOMRS
118
State of Michigan Retirement System
Michigan
$2.03M 82,216 +1,300 +2%
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$1.97M 79,750 -6,250 -7%
AG
120
Aperio Group
California
$1.91M 77,052 +3,089 +4%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$1.81M 73,032 -3,696 -5%
BMCMI
122
Bryn Mawr Capital Management Inc
Pennsylvania
$1.8M 72,659 +72,659 New
IRF
123
IBM Retirement Fund
New York
$1.8M 72,604 -8,999 -11%
ARTA
124
A.R.T. Advisors
New York
$1.71M 69,005 +9,429 +16%
FTIOP
125
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.7M 68,614 -369 -0.5%
3 4
5
6 7