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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
126
Two Sigma Advisers
New York
$1.5M +$1.5M +63,458 New
T. Rowe Price Associates
127
T. Rowe Price Associates
Maryland
$1.47M +$94.4K +4,000 +7%
Citigroup
128
Citigroup
New York
$1.45M +$1.22M +51,548 +512%
GT
129
Glenmede Trust
Pennsylvania
$1.43M -$115K -4,885 -7%
NPIT
130
National Penn Investors Trust
Pennsylvania
$1.4M +$14.7K +625 +1%
YIA
131
YHB Investment Advisors
Connecticut
$1.35M +$49.5K +2,099 +4%
BNP Paribas Financial Markets
132
BNP Paribas Financial Markets
France
$1.34M -$51.6K -2,189 -4%
IA
133
Icon Advisers
Colorado
$1.32M – – –
KeyBank National Association
134
KeyBank National Association
Ohio
$1.31M -$37.5K -1,590 -3%
DCM
135
Dynamic Capital Management
Jersey
$1.29M +$689K +29,190 +115%
FBT
136
First Bankers Trust
Kentucky
$1.27M +$41.3K +1,750 +3%
ARTA
137
A.R.T. Advisors
New York
$1.26M -$370K -15,700 -23%
WSFS
138
Wilmington Savings Fund Society
Delaware
$1.24M +$5.9K +250 +0.5%
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$1.24M -$231K -9,805 -16%
FWIA
140
Fort Washington Investment Advisors
Ohio
$1.22M -$21.9K -929 -2%
WA
141
WFG Advisors
Texas
$1.21M +$13.4K +567 +1%
State of Tennessee, Department of Treasury
142
State of Tennessee, Department of Treasury
Tennessee
$1.18M -$3.44M -145,682 -74%
FCAM
143
F&C Asset Management
United Kingdom
$1.18M +$531K +22,500 +82%
OPERF
144
Oregon Public Employees Retirement Fund
Oregon
$1.18M +$285K +12,099 +32%
ISL
145
Ingalls & Snyder LLC
New York
$1.17M -$265K -11,250 -18%
HT
146
HAP Trading
New York
$1.16M +$1.16M +49,263 New
Millennium Management
147
Millennium Management
New York
$1.15M +$580K +24,565 +102%
MERSOM
148
Municipal Employees' Retirement System of Michigan
Michigan
$1.14M +$455K +19,300 +67%
LSERS
149
Louisiana State Employees Retirement System
Louisiana
$1.14M +$1.14M +48,300 New
IG
150
ING Group
Netherlands
$1.11M +$1.11M +46,956 New
4 5
6
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