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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 %
B
151
Baird
Wisconsin
$888K +$500K +21,250 +129%
CAM
152
Chesapeake Asset Management
New York
$882K – – –
CHAM
153
Clear Harbor Asset Management
Connecticut
$875K -$8.21K -349 -0.9%
RB
154
Rodgers Brothers
Pennsylvania
$865K – – –
WSCM
155
Wellington Shields Capital Management
New York
$849K -$68.2K -2,898 -7%
TFA
156
Toth Financial Advisory
Virginia
$819K -$8.49K -361 -1%
LTFS
157
Ladenburg Thalmann Financial Services
Florida
$793K -$14.6K -621 -2%
CM
158
CoreCommodity Management
Connecticut
$788K +$110K +4,683 +16%
State of Tennessee, Department of Treasury
159
State of Tennessee, Department of Treasury
Tennessee
$760K – – –
AAM
160
Advisors Asset Management
Colorado
$759K +$121K +5,140 +19%
I2I
161
Insight 2811 Inc
Illinois
$750K -$27.2K -1,156 -4%
PAG
162
Private Advisor Group
New Jersey
$740K -$1.08K -46 -0.1%
ST
163
Smithfield Trust
Pennsylvania
$735K – – –
AQR Capital Management
164
AQR Capital Management
Connecticut
$732K – – –
TBA
165
Tower Bridge Advisors
Pennsylvania
$727K -$5.88K -250 -0.8%
PA
166
Profund Advisors
Maryland
$720K -$431K -18,317 -37%
URS
167
Utah Retirement Systems
Utah
$720K – – –
PP
168
PDT Partners
New York
$676K -$7.11M -302,424 -91%
SAM
169
Shamrock Asset Management
Texas
$665K -$8.43K -358 -1%
CFN
170
Cordasco Financial Network
Florida
$663K +$30.2K +1,285 +5%
HighTower Advisors
171
HighTower Advisors
Illinois
$653K +$134K +5,685 +26%
AIP
172
Ameritas Investment Partners
Nebraska
$620K – – –
Fidelity Investments
173
Fidelity Investments
Massachusetts
$619K +$9.9K +421 +2%
BC
174
Blackhill Capital
New Jersey
$613K – – –
ATC
175
Adirondack Trust Company
New York
$602K – – –
5 6
7
8 9