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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 %
DADC
176
D.A. Davidson & Co
Montana
$591K +$131K +5,582 +28%
SAM
177
Securian Asset Management
Minnesota
$589K +$5.04K +214 +0.9%
SAM
178
Shell Asset Management
Netherlands
$585K – – –
Cambridge Investment Research Advisors
179
Cambridge Investment Research Advisors
Iowa
$579K -$29.8K -1,268 -5%
COPPSERS
180
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$579K -$683 -29 -0.1%
HSBC Holdings
181
HSBC Holdings
United Kingdom
$554K +$554K +23,519 New
BCMU
182
BlueCrest Capital Management (UK)
Guernsey
$532K +$532K +22,600 New
BCM
183
BlueCrest Capital Management
Jersey
$532K +$532K +22,600 New
11A
184
10-15 Associates
New York
$524K +$20.6K +875 +4%
LIM
185
Loudon Investment Management
New Hampshire
$519K – – –
HCM
186
Highbridge Capital Management
New York
$492K +$492K +20,890 New
Creative Planning
187
Creative Planning
Kansas
$490K +$41.6K +1,769 +9%
MCM
188
Manchester Capital Management
Vermont
$488K +$1.08K +46 +0.2%
Citigroup
189
Citigroup
New York
$478K +$435K +18,470 +1,004%
WF
190
Welch & Forbes
Massachusetts
$477K – – –
RHJA
191
Rice Hall James & Associates
California
$476K – – –
RHBC
192
R.H. Bluestein & Co
Michigan
$471K – – –
RFS
193
Rockefeller Financial Services
New York
$471K +$177K +7,502 +60%
N
194
Natixis
France
$470K -$186K -7,903 -28%
SCM
195
Shelton Capital Management
Colorado
$460K – – –
PNC
196
Park National Corp
Ohio
$451K -$11K -467 -2%
CAM
197
Carret Asset Management
New York
$446K – – –
WG
198
Winton Group
United Kingdom
$443K -$20.6K -876 -4%
ADBIC
199
A.D. Beadell Investment Counsel
Wisconsin
$443K +$443K +18,869 New
MCM
200
Maryland Capital Management
Maryland
$441K – – –
6 7
8
9 10