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Essential Utilities
WTRG

Overview Fund Activity

322 hedge funds and large institutions have $2.17B invested in Essential Utilities in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 112 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-10
Holders Change %
-3.01%
% of All Funds
9.26%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
19
Increased
112
Reduced
109
Closed
26
Calls
$1.43M
Puts
$1.91M
Net Calls
-$476K
Net Calls Change
-$1.64M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$73.5M
2
BFA
2
BlackRock Fund Advisors
California
$138M
3
State Street
3
State Street
Massachusetts
$270M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$320M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$10M

Top Sellers

1
BKBG
1
BHF Kleinwort Benson Group
Belgium
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$7.62M
3
SO
3
STRS Ohio
Ohio
$35.5M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$4.58M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$57.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$1.54M +$456K +17,395 +42%
LMGAM
127
Liberty Mutual Group Asset Management
Massachusetts
$1.49M +$19.5K +745 +1%
FBT
128
First Bankers Trust
Kentucky
$1.48M +$28.2K +1,075 +2%
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.4M +$32.4K +1,235 +2%
FWIA
130
Fort Washington Investment Advisors
Ohio
$1.39M +$31.5K +1,200 +2%
Public Employees Retirement Association of Colorado
131
Public Employees Retirement Association of Colorado
Colorado
$1.37M -$918 -35 -0.1%
WA
132
WFG Advisors
Texas
$1.37M +$15.1K +576 +1%
WSFS
133
Wilmington Savings Fund Society
Delaware
$1.36M -$3.28K -125 -0.2%
KeyBank National Association
134
KeyBank National Association
Ohio
$1.36M -$46.6K -1,775 -3%
OPERF
135
Oregon Public Employees Retirement Fund
Oregon
$1.33M +$2.62K +100 +0.2%
Credit Agricole
136
Credit Agricole
France
$1.32M +$144K +5,500 +12%
HPA
137
Hilltop Park Associates
New York
$1.31M +$1.11M +42,500 +567%
BBA
138
BLB&B Advisors
Pennsylvania
$1.3M +$30.1K +1,147 +2%
PA
139
Profund Advisors
Maryland
$1.28M +$177K +6,753 +16%
MERSOM
140
Municipal Employees' Retirement System of Michigan
Michigan
$1.28M – – –
LSERS
141
Louisiana State Employees Retirement System
Louisiana
$1.25M +$2.62K +100 +0.2%
IRF
142
IBM Retirement Fund
New York
$1.14M -$18K -680 -2%
US Bancorp
143
US Bancorp
Minnesota
$1.13M +$13.1K +500 +1%
WEC
144
Winslow Evans & Crocker
Massachusetts
$1.13M +$35.1K +1,337 +3%
LPL Financial
145
LPL Financial
California
$1.12M +$41.3K +1,576 +4%
OC
146
Oppenheimer & Co
New York
$1.11M +$43.4K +1,656 +4%
GCP
147
GSA Capital Partners
United Kingdom
$1.08M +$605K +23,075 +127%
HPIA
148
Hamilton Point Investment Advisors
North Carolina
$1.06M -$3.75K -143 -0.4%
Stifel Financial
149
Stifel Financial
Missouri
$1.05M +$88.3K +3,368 +9%
IA
150
Icon Advisers
Colorado
$1.04M +$320K +12,200 +44%
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