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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 %
D.E. Shaw & Co
201
D.E. Shaw & Co
New York
$511K -$338K -14,316 -40%
RHBC
202
R.H. Bluestein & Co
Michigan
$507K -$100K -4,250 -17%
Creative Planning
203
Creative Planning
Kansas
$502K -$58.1K -2,460 -10%
FT
204
Fiduciary Trust
Massachusetts
$497K – – –
CAM
205
Capstone Asset Management
Texas
$490K -$321K -13,593 -40%
MCM
206
Manchester Capital Management
Vermont
$489K – – –
KFC
207
Klingenstein Fields & Co
New York
$485K -$59K -2,500 -11%
RHJA
208
Rice Hall James & Associates
California
$477K – – –
WF
209
Welch & Forbes
Massachusetts
$473K – – –
AAM
210
Advisors Asset Management
Colorado
$466K -$69.2K -2,931 -13%
SCM
211
Shelton Capital Management
Colorado
$461K – – –
HighTower Advisors
212
HighTower Advisors
Illinois
$456K +$99.5K +4,221 +28%
KC
213
Kingfisher Capital
North Carolina
$452K +$70.2K +2,978 +18%
CAM
214
Carret Asset Management
New York
$447K – – –
AB
215
Amalgamated Bank
New York
$443K +$112K +4,752 +34%
MCM
216
Maryland Capital Management
Maryland
$442K – – –
PIM
217
Penobscot Investment Management
Massachusetts
$440K – – –
WAM
218
World Asset Management
Michigan
$409K -$69.6K -2,953 -15%
HFS
219
HL Financial Services
Kentucky
$399K +$63.3K +2,687 +19%
FAAS
220
First Allied Advisory Services
California
$396K -$65.5K -2,766 -14%
FTC
221
Farmers Trust Company
Ohio
$396K – – –
PAM
222
Princeton Alpha Management
New Jersey
$390K +$390K +16,546 New
B
223
Baird
Wisconsin
$385K -$990 -42 -0.3%
OC
224
Oppenheimer & Co
New York
$371K +$371K +15,731 New
CG
225
Clinton Group
New York
$359K +$359K +15,214 New
7 8
9
10 11