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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
1
Norges Bank
Norway
$73.5M
2
BFA
2
BlackRock Fund Advisors
California
$138M
3
State Street
3
State Street
Massachusetts
$270M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$320M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$10M

Top Sellers

1
BKBG
1
BHF Kleinwort Benson Group
Belgium
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$7.62M
3
SO
3
STRS Ohio
Ohio
$35.5M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$4.58M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$57.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
201
Creative Planning
Kansas
$500K -$33.5K -1,278 -6%
NFG
202
Next Financial Group
Texas
$500K +$500K +20,772 New
CAM
203
Carret Asset Management
New York
$497K – – –
MCM
204
Maryland Capital Management
Maryland
$491K – – –
PIM
205
Penobscot Investment Management
Massachusetts
$489K – – –
KC
206
Kingfisher Capital
North Carolina
$477K -$25.3K -966 -5%
MC
207
Moors & Cabot
Massachusetts
$476K +$48.9K +1,886 +11%
FT
208
Fiduciary Trust
Massachusetts
$474K -$78.6K -3,000 -14%
FAAS
209
First Allied Advisory Services
California
$445K +$16.4K +628 +4%
IG
210
ING Group
Netherlands
$439K -$472K -18,000 -52%
CC
211
Cannell & Co
New York
$436K -$36.1K -1,375 -8%
WAM
212
World Asset Management
Michigan
$436K -$18.2K -693 -4%
CB
213
Commerce Bank
Missouri
$434K +$59K +2,250 +16%
FTC
214
Farmers Trust Company
Ohio
$433K -$7.37K -281 -2%
B
215
Baird
Wisconsin
$433K – – –
UCFA
216
United Capital Financial Advisors
Texas
$430K +$58.3K +2,226 +16%
MFS
217
MSI Financial Services
Massachusetts
$409K +$106K +4,044 +35%
CAM
218
Capstone Asset Management
Texas
$401K -$114K -4,327 -22%
VKH
219
Virtu KCG Holdings
New York
$399K +$32.1K +1,224 +9%
JG
220
Jefferies Group
New York
$398K +$17.7K +675 +5%
LCP
221
Longbow Capital Partners
New York
$393K +$78.6K +3,000 +25%
CCC
222
Chelsea Counsel Company
California
$376K – – –
GAM
223
Gotham Asset Management
New York
$372K -$18.6K -710 -5%
Thrivent Financial for Lutherans
224
Thrivent Financial for Lutherans
Minnesota
$359K – – –
TH
225
Timber Hill
Connecticut
$359K +$5.62K +214 +2%
7 8
9
10 11