WTRG icon

Essential Utilities
WTRG

Overview Fund Activity

319 hedge funds and large institutions have $1.88B invested in Essential Utilities in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 113 increasing their positions, 99 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
9.26%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.15%
New
26
Increased
113
Reduced
99
Closed
28
Calls
$1.21M
Puts
$1.55M
Net Calls
-$342K
Net Calls Change
+$134K

Top Buyers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$102M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$11.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$10.9M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$12.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$290M

Top Sellers

1
SO
1
STRS Ohio
Ohio
$0
2
Norges Bank
2
Norges Bank
Norway
$33M
3
State Street
3
State Street
Massachusetts
$216M
4
PP
4
PDT Partners
New York
$676K
5
SG Americas Securities
5
SG Americas Securities
New York
$361K
Name Holding Trade Value Shares
Change 		Shares
Change %
LMGAM
126
Liberty Mutual Group Asset Management
Massachusetts
$1.36M +$21.7K +923 +2%
FBT
127
First Bankers Trust
Kentucky
$1.35M +$15K +638 +1%
FWIA
128
Fort Washington Investment Advisors
Ohio
$1.3M +$51.3K +2,181 +4%
OC
129
Oppenheimer & Co
New York
$1.27M +$271K +11,534 +27%
WA
130
WFG Advisors
Texas
$1.24M +$13.9K +589 +1%
Public Employees Retirement Association of Colorado
131
Public Employees Retirement Association of Colorado
Colorado
$1.23M -$1.3K -55 -0.1%
OPERF
132
Oregon Public Employees Retirement Fund
Oregon
$1.22M +$28.2K +1,200 +2%
BBA
133
BLB&B Advisors
Pennsylvania
$1.21M +$49K +2,080 +4%
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$1.2M -$179K -7,589 -13%
MERSOM
135
Municipal Employees' Retirement System of Michigan
Michigan
$1.18M +$32.9K +1,400 +3%
KeyBank National Association
136
KeyBank National Association
Ohio
$1.18M -$42.5K -1,805 -3%
SGM
137
Summit Global Management
California
$1.17M -$453K -19,274 -28%
SLA
138
Silver Lake Advisory
Utah
$1.16M +$359K +15,265 +45%
Nomura Holdings
139
Nomura Holdings
Japan
$1.14M -$336K -14,141 -23%
LSERS
140
Louisiana State Employees Retirement System
Louisiana
$1.13M +$11.8K +500 +1%
US Bancorp
141
US Bancorp
Minnesota
$1.1M +$83.7K +3,557 +8%
Credit Agricole
142
Credit Agricole
France
$1.08M -$104K -4,400 -9%
WEC
143
Winslow Evans & Crocker
Massachusetts
$1.07M +$57.5K +2,442 +6%
LPL Financial
144
LPL Financial
California
$1.04M +$30.3K +1,289 +3%
JG
145
Jefferies Group
New York
$994K +$637K +27,068 +178%
HPIA
146
Hamilton Point Investment Advisors
North Carolina
$973K +$21.4K +910 +2%
HFS
147
HL Financial Services
Kentucky
$937K +$79.8K +3,394 +9%
FANJ
148
Financial Architects (New Jersey)
New Jersey
$919K +$82K +3,486 +10%
TRSOTSOK
149
Teachers Retirement System of the State of Kentucky
Kentucky
$905K – – –
IRF
150
IBM Retirement Fund
New York
$895K -$117K -4,966 -12%
4 5
6
7 8