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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 %
MCM
201
Manchester Capital Management
Vermont
$512K -$2.1K -85 -0.4%
Tudor Investment Corp
202
Tudor Investment Corp
Connecticut
$504K +$504K +20,400 New
WAM
203
World Asset Management
Michigan
$502K -$68.4K -2,765 -12%
RHJA
204
Rice Hall James & Associates
California
$500K -$25 -1 -0%
WF
205
Welch & Forbes
Massachusetts
$496K -$25 -1 -0%
SCM
206
Shelton Capital Management
Colorado
$484K -$25 -1 -0%
FAAS
207
First Allied Advisory Services
California
$484K +$45.1K +1,815 +10%
CAM
208
Carret Asset Management
New York
$468K -$49 -2 -0%
Teacher Retirement System of Texas
209
Teacher Retirement System of Texas
Texas
$466K +$171K +6,900 +58%
MCM
210
Maryland Capital Management
Maryland
$463K -$25 -1 -0%
PIM
211
Penobscot Investment Management
Massachusetts
$461K – – –
Mariner
212
Mariner
Kansas
$447K -$361K -14,589 -45%
EMG
213
Ellington Management Group
Connecticut
$443K +$443K +17,900 New
ProShare Advisors
214
ProShare Advisors
Maryland
$439K +$124K +5,033 +40%
Nomura Holdings
215
Nomura Holdings
Japan
$435K -$111K -4,371 -20%
SNC
216
Stifel Nicolaus & Co
Missouri
$426K +$3.36K +136 +0.8%
CCC
217
Chelsea Counsel Company
California
$426K +$71K +2,867 +20%
FTC
218
Farmers Trust Company
Ohio
$415K -$99 -4 -0%
FCBT
219
First Citizens Bank & Trust
North Carolina
$410K +$13.2K +533 +3%
B
220
Baird
Wisconsin
$405K -$148 -6 -0%
ACI
221
Advance Capital I
Michigan
$405K – – –
KC
222
Kingfisher Capital
North Carolina
$401K -$25 -1 -0%
Luther King Capital Management (LKCM)
223
Luther King Capital Management (LKCM)
Texas
$396K +$396K +16,000 New
SFP
224
Santa Fe Partners
New Mexico
$387K +$387K +15,631 New
HighTower Advisors
225
HighTower Advisors
Illinois
$374K +$5.35K +216 +1%
7 8
9
10 11