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Essential Utilities
WTRG

Overview Fund Activity

322 hedge funds and large institutions have $2B invested in Essential Utilities in 2013 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 118 reducing their positions, and 36 closing their positions.

Holders
322
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
9.35%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
39
Increased
98
Reduced
118
Closed
36
Calls
$2.47M
Puts
$2.38M
Net Calls
+$93K
Net Calls Change
-$869K

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$25.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$27.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$275M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$8.46M
5
BIT
5
BlackRock Institutional Trust
California
$115M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$1.69M
2
Jennison Associates
2
Jennison Associates
New York
$5.29M
3
TCIM
3
TIAA CREF Investment Management
New York
$9.56M
4
State Street
4
State Street
Massachusetts
$261M
5
Deutsche Bank
5
Deutsche Bank
Germany
$23.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$275M 11,650,102 +404,827 +4%
State Street
2
State Street
Massachusetts
$261M 11,083,208 -295,367 -3%
BFA
3
BlackRock Fund Advisors
California
$116M 4,916,626 +268,490 +6%
BIT
4
BlackRock Institutional Trust
California
$115M 4,880,779 +288,215 +6%
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$106M 4,512,816 -204,535 -4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$57.2M 2,425,591 -66,271 -3%
Invesco
7
Invesco
Georgia
$44.3M 1,877,103 -40,477 -2%
Northern Trust
8
Northern Trust
Illinois
$43.5M 1,841,989 -70,657 -4%
SO
9
STRS Ohio
Ohio
$42M 1,782,500 – –
Norges Bank
10
Norges Bank
Norway
$33.1M 1,402,030 -83,646 -6%
RS
11
Robeco Schweiz
Switzerland
$28.4M 1,193,134 +86,589 +8%
O
12
OppenheimerFunds
New York
$27.9M 1,180,789 +13,048 +1%
Morgan Stanley
13
Morgan Stanley
New York
$27.2M 1,153,038 +484,379 +72%
Caisse de Depot et Placement du Quebec (CDPQ)
14
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$25.7M 1,090,600 +1,090,600 New
RA
15
Royce & Associates
New York
$24.2M 1,024,707 – –
Deutsche Bank
16
Deutsche Bank
Germany
$23.1M 979,352 -287,635 -23%
FAM
17
Fenimore Asset Management
New York
$21.5M 910,340 +5,532 +0.6%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$19.9M 845,371 +70,804 +9%
WAM
19
Water Asset Management
New York
$17.1M 726,427 +260,803 +56%
JHIU
20
Janus Henderson Investors US
Colorado
$16.8M 713,499 -253,100 -26%
GF
21
Gabelli Funds
New York
$16.8M 711,541 -2,832 -0.4%
Wells Fargo
22
Wells Fargo
California
$16.1M 680,416 +37,738 +6%
BIM
23
BlackRock Investment Management
Delaware
$14.8M 629,205 -13,490 -2%
Baillie Gifford & Co
24
Baillie Gifford & Co
United Kingdom
$13.9M 587,500 – –
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$13.3M 557,738 +129,184 +30%
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