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

Top Sellers

1
BKBG
BHF Kleinwort Benson Group
Belgium
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$7.62M
3
SO
STRS Ohio
Ohio
$35.5M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$4.58M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$57.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
151
Barclays
United Kingdom
$1.03M +$700K +26,936 +212%
WSCM
152
Wellington Shields Capital Management
New York
$1.02M +$157 +6 +0%
TRSOTSOK
153
Teachers Retirement System of the State of Kentucky
Kentucky
$1.01M -$68.2K -2,600 -6%
CHAM
154
Clear Harbor Asset Management
Connecticut
$985K – – –
CAM
155
Chesapeake Asset Management
New York
$983K – – –
RB
156
Rodgers Brothers
Pennsylvania
$964K -$70.5K -2,687 -7%
HFS
157
HL Financial Services
Kentucky
$956K +$413K +15,734 +76%
FANJ
158
Financial Architects (New Jersey)
New Jersey
$933K +$353K +13,446 +61%
TFA
159
Toth Financial Advisory
Virginia
$923K +$52 +2 +0%
LTFS
160
Ladenburg Thalmann Financial Services
Florida
$900K +$93.9K +3,582 +12%
I2I
161
Insight 2811 Inc
Illinois
$866K -$50.4K -1,921 -5%
State of Tennessee, Department of Treasury
162
State of Tennessee, Department of Treasury
Tennessee
$847K -$787K -30,000 -48%
SLA
163
Silver Lake Advisory
Utah
$839K +$3.52K +142 +0.4%
PAG
164
Private Advisor Group
New Jersey
$826K +$92K +3,508 +13%
ST
165
Smithfield Trust
Pennsylvania
$819K – – –
TBA
166
Tower Bridge Advisors
Pennsylvania
$817K -$108K -4,125 -12%
AQR Capital Management
167
AQR Capital Management
Connecticut
$815K +$66.8K +2,550 +9%
URS
168
Utah Retirement Systems
Utah
$803K -$21K -800 -3%
IA
169
IndexIQ Advisors
New York
$763K +$327K +12,457 +75%
CM
170
CoreCommodity Management
Connecticut
$755K +$755K +28,808 New
SAM
171
Shamrock Asset Management
Texas
$750K -$64.8K -2,471 -8%
CAN
172
Cetera Advisor Networks
California
$745K +$10K +381 +1%
N
173
Natixis
France
$731K -$69.9K -2,664 -9%
AAM
174
Advisors Asset Management
Colorado
$711K +$73.9K +2,818 +12%
CFN
175
Cordasco Financial Network
Florida
$705K -$3.07K -117 -0.4%
5 6
7
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