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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.

New
Increased
Maintained
Reduced
Closed
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 %
Susquehanna International Group
201
Susquehanna International Group
Pennsylvania
$462K +$462K +17,294 New
CB
202
Commerce Bank
Missouri
$458K -$267 -10 -0.1%
FT
203
Fiduciary Trust
Massachusetts
$454K -$29.7K -1,112 -6%
MC
204
Moors & Cabot
Massachusetts
$442K -$16.7K -623 -4%
UCFA
205
United Capital Financial Advisors
Texas
$437K +$16.5K +619 +4%
WTC
206
WhitTier Trust Company
Nevada
$433K – – –
BNP Paribas Financial Markets
207
BNP Paribas Financial Markets
France
$427K -$934K -34,980 -69%
CC
208
Cannell & Co
New York
$423K – – –
CAM
209
Capstone Asset Management
Texas
$418K -$11.2K -420 -3%
N
210
Natixis
France
$413K -$120K -4,495 -23%
Los Angeles Capital Management
211
Los Angeles Capital Management
California
$409K +$409K +15,331 New
FAAS
212
First Allied Advisory Services
California
$401K -$17.9K -671 -4%
TI
213
Trexquant Investment
Connecticut
$395K +$395K +14,800 New
Thrivent Financial for Lutherans
214
Thrivent Financial for Lutherans
Minnesota
$386K – – –
CCC
215
Chelsea Counsel Company
California
$383K – – –
WAM
216
World Asset Management
Michigan
$376K -$58.7K -2,199 -14%
BP
217
BBR Partners
New York
$357K – – –
VKH
218
Virtu KCG Holdings
New York
$356K +$34K +1,276 +11%
IA
219
IndexIQ Advisors
New York
$356K +$251K +9,389 +238%
Canada Life
220
Canada Life
Manitoba, Canada
$355K – – –
PL
221
Parkwood LLC
Ohio
$350K +$350K +13,123 New
1SB
222
1ST Source Bank
Indiana
$338K -$54K -2,018 -14%
BSW
223
Buckingham Strategic Wealth
Missouri
$335K +$801 +30 +0.2%
UF
224
Univest Financial
Pennsylvania
$328K -$80.2K -3,000 -20%
GP
225
Girard Partners
Pennsylvania
$327K -$27.5K -1,031 -8%
7 8
9
10 11