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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 %
Cambridge Investment Research Advisors
176
Cambridge Investment Research Advisors
Iowa
$671K +$14K +525 +2%
DADC
177
D.A. Davidson & Co
Montana
$663K -$8.1K -304 -1%
SAM
178
Securian Asset Management
Minnesota
$659K -$8.75K -328 -1%
HAG
179
HighPoint Advisor Group
Illinois
$654K +$654K +24,859 New
Creative Planning
180
Creative Planning
Kansas
$648K +$91.8K +3,437 +16%
IA
181
Icon Advisers
Colorado
$646K +$646K +24,200 New
BWM
182
Biltmore Wealth Management
Arizona
$644K +$644K +24,113 New
11A
183
10-15 Associates
New York
$609K +$14K +525 +2%
LIM
184
Loudon Investment Management
New Hampshire
$589K – – –
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$578K +$578K +21,636 New
MCM
186
Manchester Capital Management
Vermont
$553K -$800 -30 -0.1%
RFS
187
Rockefeller Financial Services
New York
$534K – – –
RHBC
188
R.H. Bluestein & Co
Michigan
$534K – – –
RHJA
189
Rice Hall James & Associates
California
$531K -$9K -337 -2%
DD
190
Dominick & Dominick
New York
$513K +$513K +19,218 New
PNC
191
Park National Corp
Ohio
$507K -$4.49K -168 -0.9%
CAM
192
Carret Asset Management
New York
$506K – – –
ADBIC
193
A.D. Beadell Investment Counsel
Wisconsin
$503K – – –
JG
194
Jefferies Group
New York
$502K -$627K -23,451 -56%
MCM
195
Maryland Capital Management
Maryland
$500K – – –
PIM
196
Penobscot Investment Management
Massachusetts
$498K – – –
WF
197
Welch & Forbes
Massachusetts
$488K -$53.4K -2,000 -10%
SCM
198
Shelton Capital Management
Colorado
$488K -$34.5K -1,293 -7%
CM
199
CoreCommodity Management
Connecticut
$486K -$408K -15,288 -46%
KC
200
Kingfisher Capital
North Carolina
$463K -$1.07K -40 -0.2%
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