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Essential Utilities
WTRG

Overview Fund Activity

337 hedge funds and large institutions have $2.15B invested in Essential Utilities in 2014 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 90 increasing their positions, 116 reducing their positions, and 21 closing their positions.

Holders
337
Holders Change
+18
Holders Change %
+5.64%
% of All Funds
8.99%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
47
Increased
90
Reduced
116
Closed
21
Calls
$2.81M
Puts
$1.15M
Net Calls
+$1.66M
Net Calls Change
+$2M

Top Buyers

1
State Street
1
State Street
Massachusetts
$269M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$23.9M
3
UBS Group
3
UBS Group
Switzerland
$10.6M
4
Deutsche Bank
4
Deutsche Bank
Germany
$25.2M
5
QI
5
QS Investors
New York
$9.59M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$3.85M
3
RS
3
Robeco Schweiz
Switzerland
$23.2M
4
WAM
4
Water Asset Management
New York
$8.17M
5
Northern Trust
5
Northern Trust
Illinois
$44.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$336M 12,585,930 +250,534 +2%
State Street
2
State Street
Massachusetts
$269M 10,058,426 +860,669 +9%
BFA
3
BlackRock Fund Advisors
California
$147M 5,501,341 +303,819 +6%
BIT
4
BlackRock Institutional Trust
California
$130M 4,872,075 -26,202 -0.5%
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$118M 4,417,246 +97,336 +2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$53.9M 2,018,548 -47,020 -2%
Northern Trust
7
Northern Trust
Illinois
$44.8M 1,678,649 -211,450 -11%
Invesco
8
Invesco
Georgia
$41.8M 1,564,982 -154,008 -9%
Norges Bank
9
Norges Bank
Norway
$37.4M 1,402,030 – –
RA
10
Royce & Associates
New York
$30.7M 1,149,707 – –
O
11
OppenheimerFunds
New York
$28.6M 1,070,126 +22,315 +2%
Morgan Stanley
12
Morgan Stanley
New York
$27.8M 1,042,209 +88,743 +9%
Caisse de Depot et Placement du Quebec (CDPQ)
13
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$26.7M 1,001,746 +43,020 +4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$26.4M 988,641 +34,270 +4%
Deutsche Bank
15
Deutsche Bank
Germany
$25.2M 945,115 +371,644 +65%
IAMU
16
Impax Asset Management (UK)
United Kingdom
$25M 935,100 +33,900 +4%
Renaissance Technologies
17
Renaissance Technologies
New York
$23.9M 896,617 +397,800 +80%
FAM
18
Fenimore Asset Management
New York
$23.8M 891,329 -17,924 -2%
RS
19
Robeco Schweiz
Switzerland
$23.2M 847,324 -308,353 -27%
GF
20
Gabelli Funds
New York
$19.4M 726,291 +10,000 +1%
Wells Fargo
21
Wells Fargo
California
$16M 599,072 -8,177 -1%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$15.4M 556,250 +3,300 +0.6%
First Trust Advisors
23
First Trust Advisors
Illinois
$15.2M 568,251 -10,585 -2%
QI
24
Qualcomm Inc
California
$14.9M 558,295 +223,920 +67%
BG
25
BlackRock Group
United Kingdom
$14.7M 551,265 -13,453 -2%
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