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Essential Utilities
WTRG

Overview Fund Activity

322 hedge funds and large institutions have $2B invested in Essential Utilities in 2013 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 118 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
9.35%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
39
Increased
98
Reduced
118
Closed
36
Calls
$2.47M
Puts
$2.38M
Net Calls
+$93K
Net Calls Change
-$869K

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$25.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$27.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$275M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$8.46M
5
BIT
5
BlackRock Institutional Trust
California
$115M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$1.69M
2
Jennison Associates
2
Jennison Associates
New York
$5.29M
3
TCIM
3
TIAA CREF Investment Management
New York
$9.56M
4
State Street
4
State Street
Massachusetts
$261M
5
Deutsche Bank
5
Deutsche Bank
Germany
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
URS
176
Utah Retirement Systems
Utah
$737K – – –
ST
177
Smithfield Trust
Pennsylvania
$737K – – –
SAM
178
Shamrock Asset Management
Texas
$727K +$94 +4 +0%
CAN
179
Cetera Advisor Networks
California
$716K +$5.93K +250 +0.8%
ACI
180
AMP Capital Investors
Australia
$706K -$95.2K -4,000 -12%
CFN
181
Cordasco Financial Network
Florida
$666K +$666K +28,246 New
Barclays
182
Barclays
United Kingdom
$663K -$871K -37,933 -57%
AIP
183
Ameritas Investment Partners
Nebraska
$660K – – –
ATC
184
Adirondack Trust Company
New York
$653K +$3.54K +150 +0.5%
N
185
Natixis
France
$627K +$18.6K +788 +3%
Cambridge Investment Research Advisors
186
Cambridge Investment Research Advisors
Iowa
$625K +$23.2K +983 +4%
PAG
187
Private Advisor Group
New Jersey
$625K +$625K +26,475 New
BC
188
Blackhill Capital
New Jersey
$614K – – –
SAM
189
Securian Asset Management
Minnesota
$602K -$17.1K -725 -3%
SB
190
Suntrust Banks
Georgia
$597K +$7.81K +332 +1%
FMLI
191
Fukoku Mutual Life Insurance
Japan
$590K -$236K -10,000 -29%
COPPSERS
192
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$585K -$5.85K -248 -1%
PNC
193
Park National Corp
Ohio
$581K -$5.61K -238 -1%
BF
194
BOK Financial
Oklahoma
$569K -$437K -18,510 -43%
HTC
195
Haverford Trust Company
Pennsylvania
$559K -$35.3K -1,498 -6%
AL
196
Airain Ltd
Guernsey
$543K -$201K -8,503 -27%
VKH
197
Virtu KCG Holdings
New York
$532K +$532K +22,549 New
FANJ
198
Financial Architects (New Jersey)
New Jersey
$522K +$15K +635 +3%
LIM
199
Loudon Investment Management
New Hampshire
$520K +$520K +22,052 New
PTC
200
Philadelphia Trust Company
Pennsylvania
$516K – – –
6 7
8
9 10