WTRG icon

Essential Utilities
WTRG

Overview Fund Activity

323 hedge funds and large institutions have $2.16B invested in Essential Utilities in 2013 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 118 increasing their positions, 133 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+12
Holders Change %
+3.86%
% of All Funds
10.48%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
38
Increased
118
Reduced
133
Closed
24
Calls
$3.25M
Puts
$2.29M
Net Calls
+$962K
Net Calls Change
+$1.62M

Top Buyers

1
State Street
State Street
Massachusetts
$281M
2
JHIU
Janus Henderson Investors US
Colorado
$23.9M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$14.5M
4
WAM
Water Asset Management
New York
$11.5M
5
Goldman Sachs
Goldman Sachs
New York
$13.8M

Top Sellers

1
RIM
Rainier Investment Management
Washington
$0
2
Neuberger Berman Group
Neuberger Berman Group
New York
$62.1M
3
LM
Luminus Management
Texas
$0
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$9.13M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
176
Cetera Advisor Networks
California
$741K +$6.14K +248 +0.8%
MERSOM
177
Municipal Employees' Retirement System of Michigan
Michigan
$717K +$717K +29,000 New
AIP
178
Ameritas Investment Partners
Nebraska
$692K +$692K +27,969 New
ATC
179
Adirondack Trust Company
New York
$681K -$346 -14 -0.1%
FCAM
180
F&C Asset Management
United Kingdom
$680K +$680K +27,500 New
LTFS
181
Ladenburg Thalmann Financial Services
Florida
$664K +$92.8K +3,752 +16%
SAM
182
Securian Asset Management
Minnesota
$649K – – –
BC
183
Blackhill Capital
New Jersey
$644K – – –
N
184
Natixis
France
$638K +$197K +7,953 +45%
RHBC
185
R.H. Bluestein & Co
Michigan
$637K -$405K -16,375 -39%
Cambridge Investment Research Advisors
186
Cambridge Investment Research Advisors
Iowa
$631K +$44.9K +1,815 +8%
DCM
187
Dynamic Capital Management
Jersey
$626K +$626K +25,326 New
HTC
188
Haverford Trust Company
Pennsylvania
$624K +$91.2K +3,686 +17%
COPPSERS
189
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$619K +$321 +13 +0.1%
SB
190
Suntrust Banks
Georgia
$618K +$9.26K +375 +2%
PNC
191
Park National Corp
Ohio
$615K -$12.4K -500 -2%
Millennium Management
192
Millennium Management
New York
$595K -$350K -14,130 -37%
Creative Planning
193
Creative Planning
Kansas
$587K +$93.6K +3,782 +19%
Zurich Cantonal Bank
194
Zurich Cantonal Bank
Switzerland
$581K – – –
KFC
195
Klingenstein Fields & Co
New York
$570K – – –
AAM
196
Advisors Asset Management
Colorado
$561K -$55.7K -2,250 -9%
PTC
197
Philadelphia Trust Company
Pennsylvania
$541K -$49 -2 -0%
FANJ
198
Financial Architects (New Jersey)
New Jersey
$529K +$10K +407 +2%
SCA
199
SAC Capital Advisors
Connecticut
$522K +$522K +21,118 New
FT
200
Fiduciary Trust
Massachusetts
$521K -$198K -8,001 -28%
6 7
8
9 10