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Essential Utilities
WTRG

Overview Fund Activity

322 hedge funds and large institutions have $2.17B invested in Essential Utilities in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 112 increasing their positions, 109 reducing their positions, and 26 closing their positions.

Holders
322
Holders Change
-10
Holders Change %
-3.01%
% of All Funds
9.26%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
19
Increased
112
Reduced
109
Closed
26
Calls
$1.43M
Puts
$1.91M
Net Calls
-$476K
Net Calls Change
-$1.64M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$73.5M
2
BFA
2
BlackRock Fund Advisors
California
$138M
3
State Street
3
State Street
Massachusetts
$270M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$320M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$10M

Top Sellers

1
BKBG
1
BHF Kleinwort Benson Group
Belgium
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$7.62M
3
SO
3
STRS Ohio
Ohio
$35.5M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$4.58M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$57.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$320M 12,191,903 +270,745 +2%
State Street
2
State Street
Massachusetts
$270M 10,309,430 +541,189 +6%
BFA
3
BlackRock Fund Advisors
California
$138M 5,273,712 +617,747 +13%
BIT
4
BlackRock Institutional Trust
California
$129M 4,909,547 +91,983 +2%
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$103M 3,928,546 -225 -0%
Norges Bank
6
Norges Bank
Norway
$73.5M 2,804,060 +1,402,030 +100%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$57.3M 2,186,752 -251,343 -10%
Northern Trust
8
Northern Trust
Illinois
$49.1M 1,872,873 +36,814 +2%
Invesco
9
Invesco
Georgia
$44.3M 1,690,680 -246,559 -13%
SO
10
STRS Ohio
Ohio
$35.5M 1,354,000 -428,500 -24%
RS
11
Robeco Schweiz
Switzerland
$33M 1,275,905 -221,784 -15%
RA
12
Royce & Associates
New York
$30.1M 1,149,707 – –
O
13
OppenheimerFunds
New York
$29M 1,106,605 -31,657 -3%
Morgan Stanley
14
Morgan Stanley
New York
$27.1M 1,033,108 +175,722 +20%
Caisse de Depot et Placement du Quebec (CDPQ)
15
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$26.8M 1,021,300 -165,600 -14%
FAM
16
Fenimore Asset Management
New York
$23.8M 908,784 +644 +0.1%
Baillie Gifford & Co
17
Baillie Gifford & Co
United Kingdom
$23.8M 907,500 – –
Geode Capital Management
18
Geode Capital Management
Massachusetts
$23.7M 902,854 -10,380 -1%
GF
19
Gabelli Funds
New York
$18.8M 716,291 +6,750 +1%
Wells Fargo
20
Wells Fargo
California
$17.1M 652,199 -22,329 -3%
Bank of America
21
Bank of America
North Carolina
$16.2M 618,897 +52,156 +9%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$16.1M 613,963 +185,100 +43%
BG
23
BlackRock Group
United Kingdom
$15.8M 602,507 -31,911 -5%
Deutsche Bank
24
Deutsche Bank
Germany
$15.6M 594,178 -144,789 -20%
First Trust Advisors
25
First Trust Advisors
Illinois
$14.6M 557,822 -26,983 -5%
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