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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.

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 %
ProShare Advisors
151
ProShare Advisors
Maryland
$983K -$1.59M -59,413 -62%
HFS
152
HL Financial Services
Kentucky
$979K -$85K -3,184 -8%
GWCM
153
Godshalk Welsh Capital Management
Pennsylvania
$972K +$972K +36,397 New
WSCM
154
Wellington Shields Capital Management
New York
$964K – – –
WA
155
WFG Advisors
Texas
$957K -$454K -17,015 -32%
AQR Capital Management
156
AQR Capital Management
Connecticut
$939K +$108K +4,053 +13%
TFA
157
Toth Financial Advisory
Virginia
$938K +$7.72K +289 +0.8%
RB
158
Rodgers Brothers
Pennsylvania
$937K -$44.4K -1,661 -5%
PVH
159
Psagot Value Holdings
Israel
$921K +$921K +34,500 New
CNB
160
City National Bank
California
$907K +$907K +33,975 New
Fidelity Investments
161
Fidelity Investments
Massachusetts
$903K +$200K +7,504 +29%
Millennium Management
162
Millennium Management
New York
$869K -$3.24M -121,578 -79%
ST
163
Smithfield Trust
Pennsylvania
$834K – – –
PAG
164
Private Advisor Group
New Jersey
$831K -$8.01K -300 -1%
I2I
165
Insight 2811 Inc
Illinois
$829K -$21.5K -805 -3%
State of Tennessee, Department of Treasury
166
State of Tennessee, Department of Treasury
Tennessee
$828K -$34.7K -1,300 -4%
URS
167
Utah Retirement Systems
Utah
$818K – – –
AAM
168
Advisors Asset Management
Colorado
$808K -$52.9K -1,983 -6%
CFN
169
Cordasco Financial Network
Florida
$752K +$53 +2 +0%
HighTower Advisors
170
HighTower Advisors
Illinois
$739K -$1.71K -64 -0.2%
FNB
171
Farmers National Bank
Kentucky
$738K +$738K +27,643 New
TBA
172
Tower Bridge Advisors
Pennsylvania
$718K -$107K -4,000 -13%
BC
173
Blackhill Capital
New Jersey
$695K – – –
AIP
174
Ameritas Investment Partners
Nebraska
$693K -$10.7K -400 -2%
ATC
175
Adirondack Trust Company
New York
$683K – – –
5 6
7
8 9