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Relevant asset Undertaking Sector Parent company of
undertaking
Undertaking type Parent company
listed?
Parent company
headquarters
Known intermediary
companies
Known shareholders (in parent company or intermediate
holding company)
Shareholding (%,
rounded)
Shareholder type Shareholder group Shareholder domicile or
headquarters
Acquisition date Previous owner
Anglian Water Anglian Water Services Limited Water Anglian Water Group Limited (Jersey) Private Limited Parent is unlisted UK Osprey Acquisitions Limited Colonial First state global asset management 32.3 Pension fund Private ownership Australia 24.11.06 AWG PLC
Anglian Water Anglian Water Services Limited Water Anglian Water Group Limited (Jersey) Private Limited Parent is unlisted UK Osprey Acquisitions Limited 3i 15 Private equity Private ownership UK 24.11.06 AWG PLC
Anglian Water Anglian Water Services Limited Water Anglian Water Group Limited (Jersey) Private Limited Parent is unlisted UK Osprey Acquisitions Limited Canada Pension Plan Investment Board 32.9 Pension fund Private ownership Canada 24.11.06 AWG PLC
Anglian Water Anglian Water Services Limited Water Anglian Water Group Limited (Jersey) Private Limited Parent is unlisted UK Osprey Acquisitions Limited IFM Global Infrastructure Fund 19.8 Infrastructure fund Private ownership Australia 24.11.06 AWG PLC
Bristol Water Bristol Water plc Water Sociedad General de Aguas de
Barcelona S.A. (Agbar)
Foreign plc Parent is listed Spain HISUSA Suez Environnement S.A. 75 Plc shareholders Foreign plc Spain 07.06.10
Bristol Water Bristol Water plc Water Sociedad General de Aguas de
Barcelona S.A. (Agbar)
Foreign plc Parent is listed Spain HISUSA Criteria CaixaCorp 24.03 Plc shareholders Foreign plc Spain 07.06.10
Bournemouth and West Hampshire Water Bournemouth and West Hampshire Water plc Water Cascal N.V. Foreign plc Parent is unlisted Netherlands Sembcorp Industries Limited 98 Plc shareholders Foreign plc Singapore 08.07.10
Bournemouth and West Hampshire Water Bournemouth and West Hampshire Water plc Water Cascal N.V. Foreign plc Parent is listed Netherlands Plc shareholders 2 Plc shareholders Foreign plc Netherlands
Cambridge Water Cambridge Water plc Water Cheung Kong Infrastructure Holdings
Limited
Foreign plc Parent is unlisted Hong Kong Hutchinson Whampoa Limited 100 Plc shareholders Foreign plc Hong Kong 29.04.04
Dee Valley Water Dee Valley Water plc Water Dee Valley Group plc Plc. Parent is listed UK Plc shareholders 100 Plc shareholders Plc. UK 1997
Dwr Cymru Dwr Cymru Cyfyngedig/ Welsh Water Water Glas Cymru Cyfyngedig Company limited by
guarantee/trust
Parent is unlisted UK Glas Cymru Cyfyngedig membership body 100 Trust board Company limited by
guarantee/Trust
UK 3.11.00
Independent Water Network Independent Water Network Limited Water Inexus Group (Holdings) Ltd Private Limited Parent is unlisted UK Challenger Listed Investments Limited 100 Infrastructure fund Private ownership Australia 11.10.07
Northern Ireland Water Northern Ireland Water Limited Water Northern Ireland Water Ltd Publicly owned Parent is unlisted UK Department for Regional Development 100 Public institution UK Publicly owned UK
Northumbrian Water Northumbrian Water Limited Water Northumbrian Water Group plc Plc. Parent is listed UK Plc shareholders 100 Plc shareholders Plc. UK 23.05.03
Portsmouth Water Portsmouth Water Limited Water Portsmouth Water Holdings Limited Private Limited Parent is unlisted UK South Downs Capital Limited 100 Private Limited Private ownership UK
Severn Trent Water Severn Trent Water Limited Water Severn Trent plc Plc. Parent is listed UK Plc shareholders 100 Plc shareholders Plc. UK
South East Water South East Water Limited Water South East Water (Holdings) Limited Private Limited Parent is unlisted UK HDF(UK) Holdings Limited Utilities Trust of Australia (UTA) 50 Pension fund Private ownership Australia 14.12.07
South East Water South East Water Limited Water South East Water (Holdings) Limited Private Limited Parent is unlisted UK HDF(UK) Holdings Limited Hastings Diversified Utilities Fund (HDUF) 50 Infrastructure fund Private ownership Australia 14.12.07
South Staffordshire Water South Staffordshire Water plc Water Hydriades Ltd Private Limited Parent is unlisted UK Alinda Infrastructure Fund 100 Infrastructure fund Private ownership US 29.10.07 Arcapita
Southern Water Southern Water Services Limited Water Southern Water Capital Limited Private Limited Parent is unlisted UK Greensands Holding
Company Limited
IIF International SW UK Investment Limited (inc.related partnerships) advised
by JP Morgan Investment
Management
28.1 Infrastructure fund Private ownership US 15.10.07 Southern Water Capital
Limited
Southern Water Southern Water Services Limited Water Southern Water Capital Limited Private Limited Parent is unlisted UK Greensands Holding
Company Limited
Future Fund 23.4 Pension fund Private ownership Australia Nov-09 Southern Water Capital
Limited
Southern Water Southern Water Services Limited Water Southern Water Capital Limited Private Limited Parent is unlisted UK Greensands Holding
Company Limited
Australasian Superannuation Funds advised by Access 15.7 Pension fund Private ownership Australia 15.10.07 Southern Water Capital
Limited
Southern Water Southern Water Services Limited Water Southern Water Capital Limited Private Limited Parent is unlisted UK Greensands Holding
Company Limited
UBS 15.6 Infrastructure fund Private ownership US 15.10.07 Southern Water Capital
Limited
Southern Water Southern Water Services Limited Water Southern Water Capital Limited Private Limited Parent is unlisted UK Greensands Holding
Company Limited
Sumaya Investments Limited 4.8 Investment fund Private ownership Hong Kong 15.10.07 Southern Water Capital
Limited
Southern Water Southern Water Services Limited Water Southern Water Capital Limited Private Limited Parent is unlisted UK Greensands Holding
Company Limited
Sky Brace Investments Limited 4.8 Investment fund Private ownership Canada 15.10.07 Southern Water Capital
Limited
Southern Water Southern Water Services Limited Water Southern Water Capital Limited Private Limited Parent is unlisted UK Greensands Holding
Company Limited
Retail Employees Superannuation Trust 2.6 Pension fund Private ownership Australia 15.10.07 Southern Water Capital
Limited
Southern Water Southern Water Services Limited Water Southern Water Capital Limited Private Limited Parent is unlisted UK Greensands Holding
Company Limited
Hermes 3.9 Unknown Private ownership Unknown 15.10.07 Southern Water Capital
Limited
Southern Water Southern Water Services Limited Water Southern Water Capital Limited Private Limited Parent is unlisted UK Greensands Holding
Company Limited
Paceweald 1.1 Unknown Private ownership Unknown 15.10.07 Southern Water Capital
Limited
South West Water South West Water Services Limited Water Pennon Group plc Plc. Parent is listed UK Invesco Ltd 11.98 Investment fund in plc Plc. US 1989 (Privatised)
South West Water South West Water Services Limited Water Pennon Group plc Plc. Parent is listed UK Ameriprise Financial Inc 9.98 Investment fund in plc Plc. US 1989 (Privatised)
South West Water South West Water Services Limited Water Pennon Group plc Plc. Parent is listed UK Pictet Asset Management SA 7.24 Bank in plc Plc. Switzerland 1989 (Privatised)
South West Water South West Water Services Limited Water Pennon Group plc Plc. Parent is listed UK AXA SA and its Group Companies 6.14 Investment fund in plc Plc. France 1989 (Privatised)
South West Water South West Water Services Limited Water Pennon Group plc Plc. Parent is listed UK Legal & General Group Plc 5.91 Investment fund in plc Plc. UK 1989 (Privatised)
South West Water South West Water Services Limited Water Pennon Group plc Plc. Parent is listed UK Prudential Plc 5.39 Investment fund in plc Plc. UK 1990 (Privatised)
South West Water South West Water Services Limited Water Pennon Group plc Plc. Parent is listed UK Plc shareholders 53.36 Plc shareholders Plc. UK 1989 (Privatised)
Sutton and East Surrey Water Sutton and East Surrey Water plc Water East Surrey Holdings Limited Plc. Parent is unlisted UK Aqueduct Capital UK Limited iCON infrastructure partners LP 13.89 Infrastructure fund Private ownership Guernsey 08.03.10
Sutton and East Surrey Water Sutton and East Surrey Water plc Water East Surrey Holdings Limited Private Limited Parent is unlisted UK Aqueduct Capital UK Limited Aqueduct Capital Holding S.a.r.l 25 Infrastructure fund Private ownership UK
Sutton and East Surrey Water Sutton and East Surrey Water plc Water East Surrey Holdings Limited Private Limited Parent is unlisted UK Aqueduct Capital UK Limited TIP Master Holdings (GBP) S.a.r.l 10 Infrastructure fund Private ownership UK
Sutton and East Surrey Water Sutton and East Surrey Water plc Water East Surrey Holdings Limited Private Limited Parent is unlisted UK Aqueduct Capital UK Limited Infra-PSP Canada Inc. 33.61 Pension fund Private ownership Canada
Sutton and East Surrey Water Sutton and East Surrey Water plc Water East Surrey Holdings Limited Private Limited Parent is unlisted UK Aqueduct Capital UK Limited Alberta Investment Management 17.5 Pension fund Private ownership Canada
Thames Water Thames Water Utilities Limited Water Thames Water plc Private Limited Parent is unlisted UK Kemble Water Holdings Ltd Macquarie Group Limited 100 Infrastructure fund Private ownership Australia 16-Oct-06 RWE
North West Water United Utilities Water plc Water United Utilities Group Plc Plc. Parent is listed UK Plc shareholders 100 Plc shareholders Plc. UK
Three Valleys Water Veolia Water Central Limited (was 'Three Valleys Water plc') Water Veolia Environnement S.A. Foreign plc Parent is listed France Caisse des Dpts et placement du Quebec 9.58 Investment fund in plc Foreign plc Canada
Three Valleys Water Veolia Water Central Limited (was 'Three Valleys Water plc') Water Veolia Environnement S.A. Foreign plc Parent is listed France Groupe Groupama 5.72 Investment fund in plc Foreign plc France
Three Valleys Water Veolia Water Central Limited (was 'Three Valleys Water plc') Water Veolia Environnement S.A. Foreign plc Parent is listed France Capital Group Companies 4.51 Investment fund in plc Foreign plc US
Three Valleys Water Veolia Water Central Limited (was 'Three Valleys Water plc') Water Veolia Environnement S.A. Private Limited Parent is listed France lectricit de France (EDF) 3.7 Plc shareholders Foreign plc France
Three Valleys Water Veolia Water Central Limited (was 'Three Valleys Water plc') Water Veolia Environnement S.A. Private Limited Parent is listed France Veolia Environnement 2.98 Plc shareholders Foreign plc France
Three Valleys Water Veolia Water Central Limited (was 'Three Valleys Water plc') Water Veolia Environnement S.A. Foreign plc Parent is listed France Plc shareholders 73.51 Plc shareholders Foreign plc France
Previous owner
purchase date
Weighted sector
shareholding
Rebased
weighting
(sums to
100%)07.10.02 0.029509864 0.029526279
07.10.02 0.013704271 0.013711894
07.10.02 0.030058035 0.030074755
07.10.02 0.018089638 0.018099701
0.011401864 0.011408206
0.003653157 0.003655189
0.003699623 0.003701681
7.55025E-05 7.55445E-05
0.001726486 0.001727447
0.001764179 0.001765161
0.057878332 0.057910527
0.000993144 0.000993696
0.029200904 0.029217147
0.056469243 0.056500654
0.003117962 0.003119696
0.116681378 0.116746282
0.007601243 0.007605471
0.007601243 0.007605471
0.007308416 0.007312482
2002 0.016773602 0.016782932
0.013968053 0.013975823
0.009371728 0.009376941
0.009312035 0.009317215
0.002865242 0.002866835
0.002865242 0.002866835
0.001552006 0.001552869
0.002328009 0.002329304
0.000656618 0.000656983
0.004557839 0.004560375
0.003796931 0.003799043
0.002754487 0.002756019
0.002335988 0.002337287
0.002248483 0.002249734
0.002050647 0.002051788
0.020301027 0.02031232
0.00012109 0.000121157
0.000217945 0.000218066
8.71778E-05 8.72263E-05
0.000293005 0.000293168
0.000152561 0.000152646
0.137227657 0.137303991
0.132824254 0.132898138
0.001931312 0.001932387
0.001153143 0.001153784
0.000909209 0.000909714
0.000745914 0.000746329
0.000600763 0.000601097
0.014819496 0.014827739
Relevant asset Undertaking Sector Parent company of
undertaking
Undertaking type Parent company
listed?
Parent company
headquarters
Known intermediary
companies
Known shareholders (in parent company or intermediate
holding company)
Shareholding (%,
rounded)
Shareholder type Shareholder group Shareholder domicile or
headquarters
Acquisition date Previous owner
Tendring Hundred Water Veolia Water East Limited (was 'Tendring Hundred Water
Services plc')
Water Veolia Environnement S.A. Foreign plc Parent is listed France Caisse des Dpts et placement du Quebec 9.58 Investment fund in plc Foreign plc Canada
Tendring Hundred Water Veolia Water East Limited (was 'Tendring Hundred Water
Services plc')
Water Veolia Environnement S.A. Foreign plc Parent is listed France Groupe Groupama 5.72 Investment fund in plc Foreign plc France
Tendring Hundred Water Veolia Water East Limited (was 'Tendring Hundred Water
Services plc')
Water Veolia Environnement S.A. Foreign plc Parent is listed France Capital Group Companies 4.51 Investment fund in plc Foreign plc US
Tendring Hundred Water Veolia Water East Limited (was 'Tendring Hundred Water
Services plc')
Water Veolia Environnement S.A. Foreign plc Parent is listed France lectricit de France (EDF) 3.7 Plc shareholders Foreign plc France
Tendring Hundred Water Veolia Water East Limited (was 'Tendring Hundred Water
Services plc')
Water Veolia Environnement S.A. Foreign plc Parent is listed France Veolia Environnement 2.98 Plc shareholders Foreign plc France
Tendring Hundred Water Veolia Water East Limited (was 'Tendring Hundred Water
Services plc')
Water Veolia Environnement S.A. Foreign plc Parent is listed France Plc shareholders 73.51 Plc shareholders Foreign plc France
Folkestone & Dover Water Veolia Water Southeast Limited (new name for Folkestone &
Dover Water Services Ltd)
Water Veolia Environnement S.A. (majority ownership)Foreign plc Parent is listed France Veolia Environnement S.A. Caisse des Dpts et placement du Quebec 7.19 Investment fund in plc Foreign plc Canada
Folkestone & Dover Water Veolia Water Southeast Limited (new name for Folkestone &
Dover Water Services Ltd)
Water Veolia Environnement S.A. (majority ownership)Foreign plc Parent is listed France Veolia Environnement S.A. Groupe Groupama 4.29 Investment fund in plc Foreign plc France
Folkestone & Dover Water Veolia Water Southeast Limited (new name for Folkestone &
Dover Water Services Ltd)
Water Veolia Environnement S.A. (majority ownership)Foreign plc Parent is listed France Veolia Environnement S.A. Capital Group Companies 3.38 Investment fund in plc Foreign plc US
Folkestone & Dover Water Veolia Water Southeast Limited (new name for Folkestone &
Dover Water Services Ltd)
Water Veolia Environnement S.A. (majority ownership)Foreign plc Parent is listed France Veolia Environnement S.A. lectricit de France (EDF) 2.78 Plc shareholders Foreign plc France
Folkestone & Dover Water Veolia Water Southeast Limited (new name for Folkestone &
Dover Water Services Ltd)
Water Veolia Environnement S.A. (majority ownership)Foreign plc Parent is listed France Veolia Environnement S.A. Veolia Environnement 2.24 Plc shareholders Foreign plc France
Folkestone & Dover Water Veolia Water Southeast Limited (new name for Folkestone &
Dover Water Services Ltd)
Water Veolia Environnement S.A. (majority ownership)Foreign plc Parent is listed France Veolia Environnement S.A. Plc shareholders 55.13 Plc shareholders Foreign plc France
Wessex Water Wessex Water Services Limited Water YTL Utilities Limited Private Limited Parent is unlisted UK YTL Power International 100 Plc shareholders Foreign plc Malaysia 21.05.02
Yorkshire Water Yorkshire Water Services Limited Water Kelda Eurobond Company Limited Private Limited Parent is unlisted UK Kelda Holdings Limited Citi Infrastructure Investors 47.1 Infrastructure fund Private ownership UK 26.11.07
Yorkshire Water Yorkshire Water Services Limited Water Kelda Eurobond Company Limited Private Limited Parent is unlisted UK Kelda Holdings Limited Government of Singapore Investment Corporation (GIC) 26.32 Infrastructure fund Private ownership Singapore 26.11.07
Yorkshire Water Yorkshire Water Services Limited Water Kelda Eurobond Company Limited Private Limited Parent is unlisted UK Kelda Holdings Limited Infracapital Partners LP 19.6 Infrastructure fund Private ownership UK 26.11.07
Yorkshire Water Yorkshire Water Services Limited Water Kelda Eurobond Company Limited Private Limited Parent is unlisted UK Unknown 6.98 Unknown Private ownership Unknown
Scottish Water Scottish Water Water Scottish Government Publicly owned Parent is unlisted UK Scottish Government 100 Public institution UK Publicly owned UK
Previous owner
purchase date
Weighted sector
shareholding
Rebased
weighting
(sums to
100%)0.000121534 0.000121601
7.25651E-05 7.26055E-05
5.72148E-05 5.72466E-05
4.6939E-05 4.69651E-05
3.78049E-05 3.78259E-05
0.000932563 0.000933082
0.000117398 0.000117463
7.00955E-05 7.01345E-05
5.52676E-05 5.52983E-05
4.53415E-05 4.53667E-05
3.65183E-05 3.65386E-05
0.000900825 0.000901326
0.037358473 0.037379254
0.034776881 0.034796226
0.019433705 0.019444515
0.014471908 0.014479958
0.005153771 0.005156638
0.096399303 0.096452925
Water Company Turnover(most recently
recorded, mil)
Weighting factor
Anglian Water 1037.4 0.091361809
Bristol Water 172.6 0.015202485
Bournemouth and West
Hampshire Water
42.9 0.003775126
Cambridge Water 19.6 0.001726486
Dee Valley Water 20.0 0.001764179
Dwr Cymru 657.2 0.057878332
Independent Water Network 11.3 0.000993144
Northern Ireland Water 331.6 0.029200904
Northumbrian Water 641.2 0.056469243
Portsmouth Water 35.4 0.003117962
Severn Trent Water 1324.9 0.116681378
South East Water 172.6 0.015202485
South Staffordshire Water 83.0 0.007308416
Southern Water 677.8 0.059692534
South West Water 432.0 0.038045404
Sutton and East Surrey Water 9.9 0.000871778
Thames Water 1558.2 0.137227657
North West Water 1508.2 0.132824254
Three Valleys Water 228.9 0.020159837
Tendring Hundred Water 14.4 0.00126862
Folkestone & Dover Water 18.6 0.001633927
Wessex Water 424.2 0.037358473
Yorkshire Water 838.4 0.073836265
Scottish Water 1094.6 0.096399303
Undertaking type
Sum of Rebased weighting (sums to 100%)
Undertaking type Total
Company limited by guarantee/trust 0.057910527 Company limited by guarantee/trust0.057911
Foreign plc 0.041887145 Foreign plc 0.041887
Plc. 0.346097959 Plc. 0.346098
Private Limited 0.428434296 Private Limited 0.428434
Publicly owned 0.125670073 Publicly owned 0.12567
Grand Total 1
Parent listed
Sum of Rebased weighting (sums to 100%)
Parent company listed? Total
Parent is listed 0.383782245 Parent is listed 0.383782
Parent is unlisted 0.616217755 Parent is unlisted0.616218
Grand Total 1
Parent HQ
Sum of Rebased weighting (sums to 100%)
Parent company headquarters Total
France 0.022666504 France 0.022667
Hong Kong 0.001727447 Hong Kong 0.001727
Netherlands 0.003777226 Netherlands 0.003777
Spain 0.015063396 Spain 0.015063
UK 0.956765429 UK 0.956765
Grand Total 1
Shareholder type
Sum of Rebased weighting (sums to 100%)
Shareholder group Shareholder type Total
Company limited by guarantee/Trust Trust board 0.057910527
Company limited by guarantee/Trust Total 0.057910527
Foreign plc Investment fund in plc 0.004490234
Plc shareholders 0.076123591
Foreign plc Total 0.080613825
Plc. Bank in plc 0.002756019
Investment fund in plc 0.014998227
Plc shareholders 0.328222555
Plc. Total 0.345976802
Private ownership Infrastructure fund 0.266562635
Investment fund 0.005733671
Pension fund 0.092557952
Private equity 0.013711894
Private Limited 0.003119696
Unknown 0.008142925
Private ownership Total 0.389828774
Publicly owned Public institution UK 0.125670073
Publicly owned Total 0.125670073
Grand Total 1
Shareholder domicile or HQ
Sum of Rebased weighting (sums to 100%)
Shareholder domicile or headquarters Total
Australia 0.226040241 Australia 0.22604
Canada 0.035558855 Canada 0.035559
France 0.02181008 France 0.02181
Guernsey 0.000121157 Guernsey 0.000121
Hong Kong 0.004594282 Hong Kong 0.004594
Malaysia 0.037379254 Malaysia 0.037379
Netherlands 7.55445E-05 Netherlands 7.55E-05
Singapore 0.023146196 Singapore 0.023146
Spain 0.015063396 Spain 0.015063
Switzerland 0.002756019 Switzerland 0.002756
UK 0.582517743 UK 0.582518
Unknown 0.008142925 Unknown 0.008143
US 0.042794307 US 0.042794
Grand Total 1
Company limited by guarantee/Trust 0.057911
Foreign plc 0.080614
Plc. 0.345977
Publicly owned 0.12567
Infrastructure fund 0.266563
Investment fund 0.005734
Pension fund 0.092558
Private equity 0.013712
Private Limited 0.00312
Unknown 0.008143
UK 0.582639
Europe - other 0.039705
ROW 0.369513
Unknown 0.008143
Company limited by guarantee/trust
6% Foreign plc
4%
Plc. 35%
Private Limited 43%
Publicly owned 12%
Parent is listed 38%
Parent is unlisted 62%
France 2.3%
Hong Kong 0.2%
Netherlands 0.4%
Spain 1.5%
UK 95.7%
Company limited by guarantee/Trust
6%
Foreign plc 8%
Plc. 35%
Publicly owned 12%
Infrastructure fund27%
Investment fund1%
Pension fund 9%
Private equity 1%
Private Limited 0%
Unknown 1%
Private ownership
39%
UK 58%
Europe - other 4%
ROW 37%
Unknown 1%
Relevant asset Appointee Ownership
change last 10
years?
Date of change
in ownership
Change in
appointee
Acquired
company
Previous
ultimate
controlling
entity
PUCE shareholder
type
New ultimate
controlling
entity
(NUCE)
NUCE shareholder
type
Prior UCE
delisted?
Change Sector
share
Notes
Anglian Water
Anglian Water Services Limited Yes 11/1/2006 No AWG plc AWG plc
Plc shareholders (UK
listed)
Osprey
consortium Fund consortium Delisted 1
0.09136181
Bournemouth and West
Hampshire WaterBournemouth & West Hampshire Water plc Yes 7/1/2010 No Cascal N.V. Biwater Group Private ownership
Sembcorp
Industries
Limited
Plc shareholders (foreign
listed) Delisted 1
0.00377513
Bournemouth and West
Hampshire WaterBournemouth & West Hampshire Water plc Yes 6/1/2006 No Cascal N.V.
Biwater and
Nuon Private ownership Biwater Group Private ownership N/a 1
0.00377513
Bristol Water
Bristol Water plc Yes 6/1/2010 No Agbar Agbar
Plc shareholders (foreign
listed)
Suez
Environnement
Plc shareholders (foreign
listed) Delisted 1
0.01520249
Bristol Water
Bristol Water plc Yes 5/1/2006 No
Bristol
Water
Group plc
Bristol Water
Group plc
Plc shareholders (UK
listed) Agbar
Plc shareholders (foreign
listed) Delisted 1
0.01520249
Cambridge Water
Cambridge Water Yes 4/1/2004 No
Cambridge
Water plc Union Fenosa
Plc shareholders (foreign
listed)
CKI
Infrastructure
Holdings Limited
Plc shareholders (foreign
listed) N/a 1
0.00172649
Cambridge Water
Cambridge Water Yes 1/1/2000 No
Cambridge
Water plc
Cambridge
Water plc
Plc shareholders (UK
listed) Union Fenosa
Plc shareholders (foreign
listed) Delisted 1
0.00172649
Dee Valley Water
Dee Valley Water plc No
No reported change
in ownership in last
10 years N/a N/a N/a N/a N/a N/a N/a 0
0
Dwr Cymru
Dwr Cymru Cyfyngedig (Welsh Water) Yes 5/1/2001 No
Dwr Cymru
Cyfyngedig
(Welsh
Western Power
Distribution
Limited Private ownership
Glas Cymru
Cyfyngedig Not for profit N/a 1
0.05787833
Dwr Cymru
Dwr Cymru Cyfyngedig (Welsh Water) Yes 9/1/2000 No Hyder plc Hyder plc Private ownership
PPL Corporation
(via its controlling
stake in Western
Plc shareholders (foreign
listed) Delisted 1
0.05787833
No longer independent
Essex and Suffolk Water plc Yes 4/1/2000
Merged with
Northumbrian
Water
Essex and
Suffolk
Water plc
Essex and
Suffolk Water
plc
Plc shareholders (UK
listed) Suez Group
Plc shareholders (foreign
listed) N/a 1
0.0225877 Northumbria Water
share x present
customer ratio (1.8/4.5)
Folkestone & Dover
WaterFolkestone & Dover Water No
No reported change
in ownership in last
10 years N/a N/a N/a N/a N/a N/a N/a 0
0
No longer independent
Hartlepool Water plc Yes 4/1/2000
Merged with
Anglian Water
Hartlepool
Water plc
Hartlepool Water
plc
Plc shareholders (UK
listed) AWG plc Plc shareholders (UK listed) N/a 1
0.00195472 Anglian water share x
present customer ratio
(0.092 / 4.3)
Independent Water
NetworkIndependent Water Network Yes Appointed in 2007
Yes, new inset
appointment N/a N/a Not in existence
Challenger
Listed
Investments Infrastructure fund N/a 1
0.00099314
No longer independent
Mid Kent Water Limited (formerly Mid Kent Water plc) Yes 3/1/2005
In 2007,
merged with
South East
Swan
Capital
Group
Swan Capital
Group Limited
(controlled by Bank
Hastings
Diversified
Infrastructure Infrastructure fund N/a 1
0.06080994 South East Water
share x present
customer ratio (0.6/1.5)
No longer independent
Mid Kent Water Limited (formerly Mid Kent Water plc) Yes 4/1/2001
Taken private
(was plc)
Mid Kent
Holdings plc
Mid Kent
Holdings plc
Plc shareholders (UK
listed)
Swan Capital
Group Limited
(controlled by Bank Delisted 1
0.06080994 South East Water
share x present
customer ratio (0.6/1.5)
North West Water
North West Water No
No reported change
in ownership in last
10 years N/a N/a N/a N/a N/a N/a N/a 0
0
Northern Ireland Water
Northern Ireland Water No
No reported change
in ownership in last
10 years N/a N/a N/a N/a N/a N/a N/a 0
0
Northumbrian Water
Northumbria Water Limited Yes 6/1/2003 No
Northumbri
a Water
Limited
Suez Group
(retained 25%)
Plc shareholders (foreign
listed)
Northumbria
Waer Group plc
(was named Plc shareholders (UK listed) N/a 1
0.05646924
Portsmouth Water
Portsmouth Water plc Yes 2/1/2005 No
South
Downs
Capital
Abbey National
Treasury
Services Investment fund
Secondary
Market
Infrastructure Infrastructure fund N/a 1
0.00311796
Portsmouth Water
Portsmouth Water plc Yes 11/1/2001 No
Brockhampt
on Holdings
plc
Brockhampton
Holdings plc
Plc shareholders (UK
listed)
South Downs
Limited Management/employee trust Delisted 1
0.00311796
Scottish Water
Scottish Water No
No reported change
in ownership in last
10 years N/a N/a N/a N/a N/a N/a N/a 0
0
Severn Trent Water
Severn Trent Water Limited No
No reported change
in ownership in last
10 years N/a N/a N/a N/a N/a N/a N/a 0
0
South East Water
South East Water plc Yes 10/1/2006 No
South East
Water
Holdings
Macquarie
European
Infrastructure Infrastructure fund
Hastings
Diversified
Infrastructure Infrastructure fund N/a 1
0.01520249
South East Water
South East Water plc Yes 10/1/2003 No
South East
Water plc
Bouygues Group
(owned of SAUR
UK Limited)
Plc shareholders (foreign
listed)
Macquarie
European
Infrastructure Infrastructure fund N/a 1
0.01520249
South Staffordshire
WaterSouth Staffordshire Water Yes 10/1/2007 No
South
Staffordshir
e plc
Arcapita Bank
B.S.C. (c) (then
First Islamic
Plc shareholders (UK
listed)
Alinda
Infrastructure
Fund Infrastructure fund Delisted 1
0.00730842
South Staffordshire
WaterSouth Staffordshire Water Yes 11/1/2004 No
South
Staffordshir
e plc
South
Staffordshire plc
Plc shareholders (UK
listed)
Arcapita Bank
B.S.C. (c) (then
First Islamic Bank Delisted 1
0.00730842
South West Water
South West Water No
No reported change
in ownership in last
10 years N/a N/a N/a N/a N/a N/a N/a 0
0
Southern Water
Southern Water Services Limited Yes 10/1/2007 No
Southern
Water
Capital
Southern Water
Investments
(80% Royal Private equity
Greensands
consortium Fund consortium N/a 1
0.05969253
Southern Water
Southern Water Services Limited Yes 4/1/2003 No
Southern
Water
Capital
First Aqua
Holdings Limited Fund consortium
Southern Water
Investments
(80% Royal Private equity N/a 1
0.05969253
Southern Water
Southern Water Services Limited Yes 4/1/2002 No
Southern
Water plc ScottishPower
Plc shareholders (UK
listed)
First Aqua
Holdings Limited
(Citibank Fund consortium N/a 1
0.05969253
Sutton and East Surrey
WaterSutton and East Surrey Water plc Yes 1/1/2007 No
Deutsche
Bank AG
Deutsche Bank
AG (via
Aqueduct Capital Bank
Consortium of
investors (DB
syndicated its Fund consortium N/a 1
0.00087178
Sutton and East Surrey
WaterSutton and East Surrey Water plc Yes 1/1/2006 No
East Surrey
Holdings
Terra Firma (via
Kellen
Acquisitions Private equity
Deutsche Bank
AG (via
Aqueduct Bank N/a 1
0.00087178
Sutton and East Surrey
WaterSutton and East Surrey Water plc Yes 10/1/2005 No
East Surrey
Holdings plc
East Surrey
Holdings plc
Plc shareholders (UK
listed)
Kellen
Acquisitions
Limited (formed Private equity Delisted 1
0.00087178
Tendring Hundred
WaterTendring Hundred Water No
No reported change
in ownership in last
10 years N/a N/a N/a N/a N/a N/a N/a 0
0
Thames WaterThames Water Services Limited (formerly Thames
Water Utilities Limited) Yes 11/1/2000 No
Thames
Water plc
Thames Water
Holdings plc
Plc shareholders (UK
listed) RWE AG
Plc shareholders (foreign
listed) Delisted 1
0.13722766
Thames WaterThames Water Services Limited (formerly Thames
Water Utilities Limited) Yes 12/1/2006 No
Thames
Water
Holdings plc RWE AG
Plc shareholders (foreign
listed)
Kemble Water
Limited (owned
by Macquarie Infrastructure fund N/a 1
0.13722766
Three Valleys Water
Three Valleys Water No
No reported change
in ownership in last
10 years N/a N/a N/a N/a N/a N/a N/a 0
0
Wessex Water
Wessex Water Services Limited Yes 5/1/2002 No
Wessex
Water
Limited
Enron
Corporation of
America
Plc shareholders (foreign
listed)
YTL Power
International
Berhad
Plc shareholders (foreign
listed) N/a 1
0.03735847
Yorkshire Water
Yorkshire Water Services Limited (Yorkshire Water) Yes 2/1/2008 No
Kelda
Group plc Kelda Group plc
Plc shareholders (UK
listed)
Saltaire Water
(Consortium) Fund consortium Delisted 1
0.07383626
Frequency
Sum of Change
Appointee Total
Anglian Water Services Limited 1
Bournemouth & West Hampshire Water plc 2
Bristol Water plc 2
Cambridge Water 2
Dee Valley Water plc 0
Dwr Cymru Cyfyngedig (Welsh Water) 2
Essex and Suffolk Water plc 1
Folkestone & Dover Water 0
Hartlepool Water plc 1
Independent Water Network 1
Mid Kent Water Limited (formerly Mid Kent Water plc)2
North West Water 0
Northern Ireland Water 0
Northumbria Water Limited 1
Portsmouth Water plc 2
Scottish Water 0
Severn Trent Water Limited 0
South East Water plc 2
South Staffordshire Water 2
South West Water 0
Southern Water Services Limited 3
Sutton and East Surrey Water plc 3
Tendring Hundred Water 0
Thames Water Services Limited (formerly Thames Water Utilities Limited)2
Three Valleys Water 0
Wessex Water Services Limited 1
Yorkshire Water Services Limited (Yorkshire Water)1
Grand Total 31
No of appointees 27
No of appointees (s.t. change) 18
Count of PUCE shareholder type
PUCE shareholder type Total
Bank 2
Fund consortium 1
Infrastructure fund 1
Investment fund 1
Plc shareholders (foreign listed) 6
Plc shareholders (UK listed) 13
Private equity 2
Private ownership 4
Grand Total 30
Count of NUCE shareholder type
NUCE shareholder type Total
Bank 3
Fund consortium 5
Infrastructure fund 7
Management/employee trust 1
Not for profit 1
Plc shareholders (foreign listed) 9
Plc shareholders (UK listed) 2
Private equity 2
Private ownership 1
Grand Total 31
Shareholder type Seller Buyer
Bank 2 3
Fund consortium 1 5
Infrastructure fund 1 7
Investment fund 1 0
Plc shareholders (foreign listed) 6 9
Plc shareholders (UK listed) 13 2
Private equity 2 2
Private ownership 4 1
Management/employee trust 0 1
Not for profit 0 1
30 31
Sector share
Sum of Sector share
PUCE shareholder type Total
Bank 0.061681719
Fund consortium 0.059692534
Infrastructure fund 0.015202485
Investment fund 0.003117962
Plc shareholders (foreign listed) 0.263186829
Plc shareholders (UK listed) 0.483006166
Private equity 0.060564312
Private ownership 0.123306914
Grand Total 1.069758922
Sum of Sector share
NUCE shareholder type Total
Bank 0.068990136
Fund consortium 0.28545492
Infrastructure fund 0.239862091
Management/employee trust 0.003117962
Not for profit 0.057878332
Plc shareholders (foreign listed) 0.292685227
Plc shareholders (UK listed) 0.05842396
Private equity 0.060564312
Private ownership 0.003775126
Grand Total 1.070752065
Shareholder type Selling Buying Net acquisition activity
Bank 0.061681719 0.06899 0.007308416
Fund consortium 0.059692534 0.285455 0.225762386
Infrastructure fund 0.015202485 0.239862 0.224659605
Investment fund 0.003117962 0 -0.003117962
Plc shareholders (foreign listed) 0.263186829 0.292685 0.029498398
Plc shareholders (UK listed) 0.483006166 0.058424 -0.424582205
Private equity 0.060564312 0.060564 0
Private ownership 0.123306914 0.003775 -0.119531789
Management/employee trust 0 0.003118 0.003117962
Not for profit 0 0.057878 0.057878332
02
4
6
8
10
12
14
Bank
Fu
nd
co
nso
rtiu
m
Infr
astr
uctu
re fu
nd
Inve
stm
en
t fu
nd
Plc
sh
are
ho
lde
rs (
fore
ign
liste
d)
Plc
sh
are
ho
lde
rs (
UK
liste
d)
Priva
te e
qu
ity
Priva
te o
wn
ers
hip
Ma
na
ge
me
nt/e
mp
loye
etr
ust
No
t fo
r pro
fit
Fre
qu
en
cy
Water sector - Buyer/seller frequency
Seller
Buyer
-0.5
-0.4
-0.3
-0.2
-0.1
0
0.1
0.2
0.3
Bank
Fu
nd
co
nso
rtiu
m
Infr
astr
uctu
re fu
nd
Inve
stm
ent fu
nd
Plc
sh
are
ho
lde
rs (
fore
ign
lis
ted
)
Plc
sh
are
ho
lde
rs (
UK
lis
ted
)
Priva
te e
qu
ity
Priva
te o
wn
ers
hip
Ma
na
ge
me
nt/e
mp
loye
e tru
st
No
t fo
r pro
fit
% S
ecto
r sh
are
Recommended