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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 %
AIP
176
Ameritas Investment Partners
Nebraska
$691K -$16.1K -614 -2%
BC
177
Blackhill Capital
New Jersey
$683K – – –
Fidelity Investments
178
Fidelity Investments
Massachusetts
$679K +$679K +25,896 New
Cambridge Investment Research Advisors
179
Cambridge Investment Research Advisors
Iowa
$678K +$46.1K +1,760 +7%
ATC
180
Adirondack Trust Company
New York
$671K -$4.07K -155 -0.6%
SAM
181
Shell Asset Management
Netherlands
$652K +$652K +24,868 New
SAM
182
Securian Asset Management
Minnesota
$650K -$16.4K -627 -2%
COPPSERS
183
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$645K -$1.81K -69 -0.3%
AL
184
Airain Ltd
Guernsey
$622K -$170K -6,464 -21%
1SB
185
1ST Source Bank
Indiana
$601K -$382K -14,569 -39%
VFA
186
Virtus Fund Advisers
Connecticut
$583K +$583K +22,217 New
SCM
187
Stux Capital Management
New York
$579K +$579K +22,100 New
LIM
188
Loudon Investment Management
New Hampshire
$578K – – –
HighTower Advisors
189
HighTower Advisors
Illinois
$578K +$59K +2,252 +11%
11A
190
10-15 Associates
New York
$561K +$180K +6,875 +47%
MCM
191
Manchester Capital Management
Vermont
$543K – – –
ARTA
192
A.R.T. Advisors
New York
$536K -$323K -12,313 -38%
UF
193
Univest Financial
Pennsylvania
$532K -$193K -7,366 -27%
WF
194
Welch & Forbes
Massachusetts
$531K +$4.9K +187 +0.9%
RHJA
195
Rice Hall James & Associates
California
$530K – – –
RHBC
196
R.H. Bluestein & Co
Michigan
$524K – – –
WG
197
Winton Group
United Kingdom
$517K +$517K +19,706 New
PNC
198
Park National Corp
Ohio
$515K – – –
SCM
199
Shelton Capital Management
Colorado
$513K – – –
DADC
200
D.A. Davidson & Co
Montana
$512K +$228K +8,745 +81%
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8
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