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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.

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 %
UBS AM
101
UBS AM
Illinois
$2.62M +$268K +10,700 +11%
AL
102
Agran Libbie
California
$2.54M -$15K -600 -0.6%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$2.52M -$267K -10,644 -10%
CYG
104
Clean Yield Group
Vermont
$2.3M -$199K -7,928 -8%
IC
105
Inverness Counsel
New York
$2.25M -$60.8K -2,425 -3%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$2.23M -$25.2K -1,004 -1%
MSA
107
Mason Street Advisors
Wisconsin
$2.21M -$3.28K -131 -0.1%
MSS
108
Mitchell Sinkler & Starr
Pennsylvania
$2.18M -$130K -5,203 -6%
Jacobs Levy Equity Management
109
Jacobs Levy Equity Management
New Jersey
$2.1M -$6.25M -249,325 -75%
SOMRS
110
State of Michigan Retirement System
Michigan
$2.09M +$12.5K +500 +0.6%
SGM
111
Summit Global Management
California
$2.03M -$967K -38,574 -32%
ACI
112
AMP Capital Investors
Australia
$2M +$1.27M +51,627 +174%
Nisa Investment Advisors
113
Nisa Investment Advisors
Missouri
$2M – – –
Chevy Chase Trust
114
Chevy Chase Trust
Maryland
$1.95M +$1.95M +77,806 New
Canada Life
115
Canada Life
Manitoba, Canada
$1.86M -$259K -10,400 -12%
Neuberger Berman Group
116
Neuberger Berman Group
New York
$1.76M -$34.6K -1,380 -2%
MIU
117
Man Investments (UK)
United Kingdom
$1.76M +$1.76M +70,054 New
FCAM
118
F&C Asset Management
United Kingdom
$1.76M +$501K +20,000 +40%
Nuveen Asset Management
119
Nuveen Asset Management
Illinois
$1.71M -$10.6M -424,587 -86%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$1.71M -$60.1K -2,400 -3%
FTIOP
121
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.59M -$7.87K -314 -0.5%
VAM
122
Visium Asset Management
New York
$1.57M -$411K -16,408 -21%
State of Tennessee, Department of Treasury
123
State of Tennessee, Department of Treasury
Tennessee
$1.56M +$308K +12,300 +25%
YIA
124
YHB Investment Advisors
Connecticut
$1.56M +$121K +4,844 +8%
T. Rowe Price Associates
125
T. Rowe Price Associates
Maryland
$1.56M – – –
3 4
5
6 7