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Essential Utilities
WTRG

Overview Fund Activity

332 hedge funds and large institutions have $2.1B invested in Essential Utilities in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 27 closing their positions.

Holders
332
Holders Change
+10
Holders Change %
+3.11%
% of All Funds
9.6%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
38
Increased
101
Reduced
113
Closed
27
Calls
$2.81M
Puts
$1.65M
Net Calls
+$1.16M
Net Calls Change
+$1.07M

Top Buyers

1
BKBG
1
BHF Kleinwort Benson Group
Belgium
$14.4M
2
QBFM
2
QS Batterymarch Financial Management
New York
$11.6M
3
IAMU
3
Impax Asset Management (UK)
United Kingdom
$19.4M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$22.8M
5
RS
5
Robeco Schweiz
Switzerland
$36.9M

Top Sellers

1
State Street
1
State Street
Massachusetts
$245M
2
JHIU
2
Janus Henderson Investors US
Colorado
$2.77M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$98.5M
4
RFC
4
Russell Frank Company
Washington
$367K
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$1.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$299M 11,921,158 +271,056 +2%
State Street
2
State Street
Massachusetts
$245M 9,768,241 -1,314,967 -12%
BIT
3
BlackRock Institutional Trust
California
$121M 4,817,564 -63,215 -1%
BFA
4
BlackRock Fund Advisors
California
$117M 4,655,965 -260,661 -5%
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$98.5M 3,928,771 -584,045 -13%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$61.1M 2,438,095 +12,504 +0.5%
Invesco
7
Invesco
Georgia
$48.6M 1,937,239 +60,136 +3%
Northern Trust
8
Northern Trust
Illinois
$46M 1,836,059 -5,930 -0.3%
SO
9
STRS Ohio
Ohio
$44.7M 1,782,500 – –
RS
10
Robeco Schweiz
Switzerland
$36.9M 1,497,689 +304,555 +26%
Norges Bank
11
Norges Bank
Norway
$35.1M 1,402,030 – –
Caisse de Depot et Placement du Quebec (CDPQ)
12
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$29.8M 1,186,900 +96,300 +9%
RA
13
Royce & Associates
New York
$28.8M 1,149,707 +125,000 +12%
O
14
OppenheimerFunds
New York
$28.5M 1,138,262 -42,527 -4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$22.9M 913,234 +67,863 +8%
FAM
16
Fenimore Asset Management
New York
$22.8M 908,140 -2,200 -0.2%
Baillie Gifford & Co
17
Baillie Gifford & Co
United Kingdom
$22.8M 907,500 +320,000 +54%
Morgan Stanley
18
Morgan Stanley
New York
$21.5M 857,386 -295,652 -26%
IAMU
19
Impax Asset Management (UK)
United Kingdom
$19.4M 772,500 +340,300 +79%
Renaissance Technologies
20
Renaissance Technologies
New York
$19.1M 763,079 +277,687 +57%
Deutsche Bank
21
Deutsche Bank
Germany
$18.5M 738,967 -240,385 -25%
GF
22
Gabelli Funds
New York
$17.8M 709,541 -2,000 -0.3%
WAM
23
Water Asset Management
New York
$17.2M 686,427 -40,000 -6%
Wells Fargo
24
Wells Fargo
California
$16.9M 674,528 -5,888 -0.9%
BG
25
BlackRock Group
United Kingdom
$15.9M 634,418 +154,515 +32%
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