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Essential Utilities
WTRG

311 hedge funds and large institutions have $2.1B invested in Essential Utilities in 2013 Q2 according to their latest regulatory filings, with 311 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

59.59% more ownership

Funds ownership: 0% → 59.59% (+60%)

23% less call options, than puts

Call options by funds: $2.15M | Put options by funds: $2.81M

Holders
311
Holders Change
+311
Holders Change %
–
% of All Funds
10.15%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.16%
New
311
Increased
–
Reduced
–
Closed
–
Calls
$2.15M
Puts
$2.81M
Net Calls
-$656K
Net Calls Change
-$656K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$273M +$277M +10,922,020 New
State Street
2
State Street
Massachusetts
$246M +$250M +9,844,456 New
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$127M +$129M +5,086,565 New
BIT
4
BlackRock Institutional Trust
California
$117M +$118M +4,655,321 New
BFA
5
BlackRock Fund Advisors
California
$111M +$113M +4,435,894 New
Neuberger Berman Group
6
Neuberger Berman Group
New York
$81.7M +$82.8M +3,262,769 New
Bank of New York Mellon
7
Bank of New York Mellon
New York
$62.6M +$63.5M +2,499,915 New
Northern Trust
8
Northern Trust
Illinois
$46.3M +$47M +1,850,131 New
Invesco
9
Invesco
Georgia
$43.7M +$44.3M +1,745,734 New
RIM
10
Rainier Investment Management
Washington
$37.8M +$38.4M +1,511,625 New
Norges Bank
11
Norges Bank
Norway
$37.2M +$37.7M +1,485,678 New
SO
12
STRS Ohio
Ohio
$37M +$37.5M +1,477,500 New
O
13
OppenheimerFunds
New York
$29.2M +$29.7M +1,168,210 New
Deutsche Bank
14
Deutsche Bank
Germany
$26.6M +$27M +1,061,873 New
RA
15
Royce & Associates
New York
$25.6M +$26M +1,024,708 New
Jennison Associates
16
Jennison Associates
New York
$22.7M +$23.1M +907,938 New
FAM
17
Fenimore Asset Management
New York
$22.7M +$23M +906,666 New
RS
18
Robeco Schweiz
Switzerland
$21.1M +$21.6M +849,191 New
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$20.3M +$20.5M +809,168 New
TCIM
20
TIAA CREF Investment Management
New York
$19.5M +$19.8M +779,431 New
Morgan Stanley
21
Morgan Stanley
New York
$19.1M +$19.4M +763,886 New
GC
22
Guggenheim Capital
Illinois
$19.1M +$19.4M +763,586 New
Geode Capital Management
23
Geode Capital Management
Massachusetts
$18.5M +$18.7M +738,405 New
GF
24
Gabelli Funds
New York
$18.1M +$18.3M +721,874 New
First Trust Advisors
25
First Trust Advisors
Illinois
$16.9M +$17.1M +673,931 New
1
2 3 4 5

WTRG Hedge Fund Activity: Q2 2013 in Review

311 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q2 2013, worth a combined $2.1B.

Buyers outnumbered sellers: 311 funds opened new WTRG positions and 0 closed out — a net gain of 311 holders — while 0 added to existing stakes and 0 trimmed.

  • 311 institutional investors held Essential Utilities (WTRG) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $2.1B of Essential Utilities stock for Q2 2013.
  • 311 funds opened new Essential Utilities positions in Q2 2013 and 0 closed out, a net change of +311 holders.

Based on aggregated 13F filings for Q2 2013.