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Essential Utilities
WTRG

Overview Fund Activity

323 hedge funds and large institutions have $2.16B invested in Essential Utilities in 2013 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 254 increasing their positions, 31 reducing their positions, and 24 closing their positions.

Holders
323
Holders Change
+12
Holders Change %
+3.86%
% of All Funds
10.48%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
38
Increased
254
Reduced
31
Closed
24
Calls
$3.25M
Puts
$2.29M
Net Calls
+$962K
Net Calls Change
+$1.62M

Top Buyers

1
State Street
1
State Street
Massachusetts
$281M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$278M
3
BFA
3
BlackRock Fund Advisors
California
$115M
4
FAMT
4
Fenimore Asset Management Trust
New York
$22.4M
5
BIT
5
BlackRock Institutional Trust
California
$114M

Top Sellers

1
RIM
1
Rainier Investment Management
Washington
$0
2
LM
2
Luminus Management
Texas
$0
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$9.13M
4
SP
4
Sarasin & Partners
United Kingdom
$0
5
GC
5
Guggenheim Capital
Illinois
$12.3M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$281M 11,378,575 +3,503,010 +44%
Vanguard Group
2
Vanguard Group
Pennsylvania
$278M 11,245,275 +2,507,659 +29%
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$117M 4,717,351 +648,099 +16%
BFA
4
BlackRock Fund Advisors
California
$115M 4,648,136 +1,099,421 +31%
BIT
5
BlackRock Institutional Trust
California
$114M 4,592,564 +868,307 +23%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$62.1M 2,511,631 -98,584 -4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$61.6M 2,491,862 +491,930 +25%
Invesco
8
Invesco
Georgia
$47.4M 1,917,580 +520,993 +37%
Northern Trust
9
Northern Trust
Illinois
$47.3M 1,912,646 +432,541 +29%
SO
10
STRS Ohio
Ohio
$44.1M 1,782,500 +600,500 +51%
Norges Bank
11
Norges Bank
Norway
$36.7M 1,485,676 +297,134 +25%
Deutsche Bank
12
Deutsche Bank
Germany
$31.3M 1,266,987 +417,489 +49%
O
13
OppenheimerFunds
New York
$28.9M 1,167,741 +233,173 +25%
RS
14
Robeco Schweiz
Switzerland
$27M 1,106,545 +427,192 +63%
RA
15
Royce & Associates
New York
$25.3M 1,024,707 +204,941 +25%
JHIU
16
Janus Henderson Investors US
Colorado
$23.9M 966,599 +798,099 +474%
Jennison Associates
17
Jennison Associates
New York
$23M 928,985 +202,635 +28%
FAM
18
Fenimore Asset Management
New York
$22.4M 904,808 +179,475 +25%
FAMT
19
Fenimore Asset Management Trust
New York
$22.4M 904,808 +904,808 New
Geode Capital Management
20
Geode Capital Management
Massachusetts
$19.2M 774,567 +183,843 +31%
TCIM
21
TIAA CREF Investment Management
New York
$18.2M 736,020 +112,475 +18%
GF
22
Gabelli Funds
New York
$17.7M 714,373 +136,874 +24%
Morgan Stanley
23
Morgan Stanley
New York
$16.5M 668,659 +57,550 +9%
BIM
24
BlackRock Investment Management
Delaware
$15.9M 642,695 +145,204 +29%
Wells Fargo
25
Wells Fargo
California
$15.9M 642,678 +176,818 +38%
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