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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 %
PIM
201
Penobscot Investment Management
Massachusetts
$439K – – –
NFG
202
Next Financial Group
Texas
$431K -$57.4K -2,441 -12%
FT
203
Fiduciary Trust
Massachusetts
$426K – – –
M&T Bank
204
M&T Bank
New York
$418K +$389K +16,585 +1,327%
DCM
205
Dynamic Capital Management
Jersey
$417K +$417K +17,710 New
MFS
206
MSI Financial Services
Massachusetts
$411K +$44.4K +1,889 +12%
KC
207
Kingfisher Capital
North Carolina
$409K -$18.7K -795 -4%
MC
208
Moors & Cabot
Massachusetts
$405K -$29.5K -1,247 -7%
CB
209
Commerce Bank
Missouri
$404K +$15K +636 +4%
IG
210
ING Group
Netherlands
$394K – – –
FTC
211
Farmers Trust Company
Ohio
$389K – – –
WAM
212
World Asset Management
Michigan
$383K -$8.19K -348 -2%
WTC
213
WhitTier Trust Company
Nevada
$380K +$88K +3,750 +30%
CAM
214
Capstone Asset Management
Texas
$378K +$18.6K +790 +5%
CC
215
Cannell & Co
New York
$372K -$18.8K -800 -5%
FAAS
216
First Allied Advisory Services
California
$370K -$31.9K -1,354 -8%
UCFA
217
United Capital Financial Advisors
Texas
$370K -$15.7K -667 -4%
SG Americas Securities
218
SG Americas Securities
New York
$361K -$6.08M -258,694 -94%
UF
219
Univest Financial
Pennsylvania
$359K -$118K -5,000 -25%
QT
220
Quantbot Technologies
New York
$359K +$65.5K +2,785 +22%
EMG
221
Ellington Management Group
Connecticut
$348K +$348K +14,800 New
1SB
222
1ST Source Bank
Indiana
$345K -$195K -8,283 -36%
Thrivent Financial for Lutherans
223
Thrivent Financial for Lutherans
Minnesota
$340K +$18.2K +775 +6%
CCC
224
Chelsea Counsel Company
California
$337K – – –
MWR
225
McAdams Wright Ragen
Washington
$328K +$328K +13,941 New
7 8
9
10 11