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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 %
UAS
151
United Asset Strategies
New York
$1.09M -$53.1K -2,254 -5%
Credit Agricole
152
Credit Agricole
France
$1.03M -$283K -11,983 -21%
DP
153
Dearborn Partners
Illinois
$1.03M +$320K +13,573 +45%
TRSOTSOK
154
Teachers Retirement System of the State of Kentucky
Kentucky
$1.01M -$47.2K -2,000 -4%
BBA
155
BLB&B Advisors
Pennsylvania
$1M +$93.6K +3,970 +10%
1SB
156
1ST Source Bank
Indiana
$972K -$83.1K -3,524 -8%
US Bancorp
157
US Bancorp
Minnesota
$960K +$159K +6,725 +20%
WEC
158
Winslow Evans & Crocker
Massachusetts
$958K +$958K +40,600 New
PP
159
PDT Partners
New York
$946K -$2.1M -89,001 -69%
LPL Financial
160
LPL Financial
California
$944K +$51.4K +2,179 +6%
RB
161
Rodgers Brothers
Pennsylvania
$930K -$5.9K -250 -0.6%
PA
162
Profund Advisors
Maryland
$928K +$20.6K +872 +2%
WSCM
163
Wellington Shields Capital Management
New York
$920K +$118 +5 +0%
CHAM
164
Clear Harbor Asset Management
Connecticut
$915K +$14.7K +625 +2%
HPIA
165
Hamilton Point Investment Advisors
North Carolina
$907K +$907K +38,469 New
LMGAM
166
Liberty Mutual Group Asset Management
Massachusetts
$905K -$395K -16,716 -30%
CAM
167
Chesapeake Asset Management
New York
$885K – – –
TBA
168
Tower Bridge Advisors
Pennsylvania
$880K -$24 -1 -0%
HI
169
HBK Investments
Texas
$873K +$873K +37,000 New
SCM
170
Stevens Capital Management
Pennsylvania
$857K +$857K +36,347 New
TFA
171
Toth Financial Advisory
Virginia
$830K -$3.85K -163 -0.5%
Mackenzie Financial
172
Mackenzie Financial
Ontario, Canada
$808K – – –
LTFS
173
Ladenburg Thalmann Financial Services
Florida
$802K +$169K +7,144 +27%
SLA
174
Silver Lake Advisory
Utah
$791K +$791K +33,544 New
UF
175
Univest Financial
Pennsylvania
$746K +$746K +31,642 New
5 6
7
8 9