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Essential Utilities
WTRG

Overview Fund Activity

337 hedge funds and large institutions have $2.15B invested in Essential Utilities in 2014 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 90 increasing their positions, 116 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+18
Holders Change %
+5.64%
% of All Funds
8.99%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
47
Increased
90
Reduced
116
Closed
21
Calls
$2.81M
Puts
$1.15M
Net Calls
+$1.66M
Net Calls Change
+$2M

Top Buyers

1
State Street
1
State Street
Massachusetts
$269M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$23.9M
3
Deutsche Bank
3
Deutsche Bank
Germany
$25.2M
4
QI
4
QS Investors
New York
$9.59M
5
BFA
5
BlackRock Fund Advisors
California
$147M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$3.85M
3
RS
3
Robeco Schweiz
Switzerland
$23.2M
4
WAM
4
Water Asset Management
New York
$8.17M
5
Northern Trust
5
Northern Trust
Illinois
$44.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$1.53M +$284K +10,636 +23%
LMGAM
127
Liberty Mutual Group Asset Management
Massachusetts
$1.52M -$14.9K -558 -1%
UAS
128
United Asset Strategies
New York
$1.5M +$1.5M +56,243 New
FWIA
129
Fort Washington Investment Advisors
Ohio
$1.47M -$2.14K -80 -0.1%
BFA
130
Benedict Financial Advisors
Georgia
$1.43M +$1.43M +53,793 New
Public Employees Retirement Association of Colorado
131
Public Employees Retirement Association of Colorado
Colorado
$1.39M -$2.56K -96 -0.2%
OPERF
132
Oregon Public Employees Retirement Fund
Oregon
$1.39M – – –
OC
133
Oppenheimer & Co
New York
$1.34M -$103K -3,843 -7%
SLA
134
Silver Lake Advisory
Utah
$1.32M +$6.01K +225 +0.5%
LSERS
135
Louisiana State Employees Retirement System
Louisiana
$1.28M – – –
SAM
136
Shell Asset Management
Netherlands
$1.23M +$565K +21,159 +85%
Credit Agricole
137
Credit Agricole
France
$1.22M – – –
WEC
138
Winslow Evans & Crocker
Massachusetts
$1.22M -$534 -20 -0%
KeyBank National Association
139
KeyBank National Association
Ohio
$1.15M -$183K -6,860 -14%
LTFS
140
Ladenburg Thalmann Financial Services
Florida
$1.14M +$243K +9,095 +27%
HPIA
141
Hamilton Point Investment Advisors
North Carolina
$1.14M +$38.8K +1,454 +4%
LPL Financial
142
LPL Financial
California
$1.13M -$53.3K -1,997 -5%
IRF
143
IBM Retirement Fund
New York
$1.12M +$100K +3,762 +10%
PA
144
Profund Advisors
Maryland
$1.1M +$281K +10,530 +34%
TRSOTSOK
145
Teachers Retirement System of the State of Kentucky
Kentucky
$1.03M – – –
COPPSERS
146
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.01M +$355K +13,302 +54%
FANJ
147
Financial Architects (New Jersey)
New Jersey
$1.01M -$32.6K -1,222 -3%
SG Americas Securities
148
SG Americas Securities
New York
$1.01M +$599K +22,436 +146%
CAM
149
Chesapeake Asset Management
New York
$1M – – –
CHAM
150
Clear Harbor Asset Management
Connecticut
$993K – – –
4 5
6
7 8