WTRG icon

Essential Utilities
WTRG

Overview Fund Activity

332 hedge funds and large institutions have $2.1B invested in Essential Utilities in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+10
Holders Change %
+3.11%
% of All Funds
9.6%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
38
Increased
101
Reduced
113
Closed
27
Calls
$2.81M
Puts
$1.65M
Net Calls
+$1.16M
Net Calls Change
+$1.07M

Top Buyers

1
BKBG
BHF Kleinwort Benson Group
Belgium
$14.4M
2
QBFM
QS Batterymarch Financial Management
New York
$11.6M
3
IAMU
Impax Asset Management (UK)
United Kingdom
$19.4M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$22.8M
5
RS
Robeco Schweiz
Switzerland
$36.9M

Top Sellers

1
State Street
State Street
Massachusetts
$245M
2
JHIU
Janus Henderson Investors US
Colorado
$2.77M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
$98.5M
4
RFC
Russell Frank Company
Washington
$367K
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
151
Winslow Evans & Crocker
Massachusetts
$1.05M +$30K +1,195 +3%
LPL Financial
152
LPL Financial
California
$1.04M +$32.2K +1,284 +3%
BNP Paribas Financial Markets
153
BNP Paribas Financial Markets
France
$1.03M -$395K -15,757 -28%
TRSOTSOK
154
Teachers Retirement System of the State of Kentucky
Kentucky
$1.03M -$40.1K -1,600 -4%
OC
155
Oppenheimer & Co
New York
$1.02M +$625K +24,922 +158%
HPIA
156
Hamilton Point Investment Advisors
North Carolina
$1.02M +$52.9K +2,111 +5%
RB
157
Rodgers Brothers
Pennsylvania
$989K – – –
WSCM
158
Wellington Shields Capital Management
New York
$978K +$125 +5 +0%
CHAM
159
Clear Harbor Asset Management
Connecticut
$941K -$31.3K -1,250 -3%
1SB
160
1ST Source Bank
Indiana
$940K -$92.6K -3,694 -9%
CAM
161
Chesapeake Asset Management
New York
$940K – – –
Mackenzie Financial
162
Mackenzie Financial
Ontario, Canada
$931K +$72.7K +2,900 +8%
Stifel Financial
163
Stifel Financial
Missouri
$916K +$916K +36,532 New
TBA
164
Tower Bridge Advisors
Pennsylvania
$885K -$50.1K -2,000 -5%
TFA
165
Toth Financial Advisory
Virginia
$882K – – –
I2I
166
Insight 2811 Inc
Illinois
$876K +$876K +34,935 New
IG
167
ING Group
Netherlands
$871K -$306K -12,206 -26%
SLA
168
Silver Lake Advisory
Utah
$844K +$3.53K +141 +0.4%
ARTA
169
A.R.T. Advisors
New York
$821K -$515K -20,542 -39%
URS
170
Utah Retirement Systems
Utah
$788K +$5.02K +200 +0.6%
ST
171
Smithfield Trust
Pennsylvania
$783K – – –
SAM
172
Shamrock Asset Management
Texas
$779K +$6.27K +250 +0.8%
LTFS
173
Ladenburg Thalmann Financial Services
Florida
$771K -$80.9K -3,229 -10%
N
174
Natixis
France
$765K +$99K +3,949 +15%
AL
175
Airain Ltd
Guernsey
$757K +$180K +7,170 +31%
5 6
7
8 9