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Essential Utilities
WTRG

520 hedge funds and large institutions have $3.22B invested in Essential Utilities in 2018 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 165 increasing their positions, 143 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 70

15% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 143

3% more funds holding

Funds holding: 506 → 520 (+14)

1.22% more ownership

Funds ownership: 55.39% → 56.6% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

12% less capital invested

Capital invested by funds: $3.64B → $3.22B (-$419M)

34% less call options, than puts

Call options by funds: $995K | Put options by funds: $1.5M

Holders
520
Holders Change
+14
Holders Change %
+2.77%
% of All Funds
11.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
89
Increased
165
Reduced
143
Closed
70
Calls
$995K
Puts
$1.5M
Net Calls
-$508K
Net Calls Change
-$2.12M

Top Buyers

Rank Fund Capital Flow
1
AAMU
Amundi Asset Management US
Massachusetts
+$22.8M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$21.1M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$16.5M
4
BlackRock
BlackRock
New York
+$14.6M
5
Prudential Financial
Prudential Financial
New Jersey
+$12.8M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$17.3M
2
WG
Winton Group
United Kingdom
-$11.8M
3
KCM
Kennedy Capital Management
Missouri
-$11.1M
4
Goldman Sachs
Goldman Sachs
New York
-$10.9M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
-$9.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
CP
251
Coho Partners
Pennsylvania
$505K +$512K +14,761 New
SEI Investments
252
SEI Investments
Pennsylvania
$491K – – –
WF
253
Welch & Forbes
Massachusetts
$485K – – –
JWM
254
Jackson Wealth Management
Florida
$482K +$66.2K +1,909 +15%
MWNA
255
Marshall Wace North America
New York
$478K +$485K +13,980 New
ST
256
Smithfield Trust
Pennsylvania
$469K -$47.5K -1,371 -9%
UCFA
257
United Capital Financial Advisors
Texas
$468K -$20.6K -595 -4%
KLI
258
Kelman-Lazarov Inc
Tennessee
$463K -$14.5K -418 -3%
ATC
259
Adirondack Trust Company
New York
$461K – – –
BP
260
BBR Partners
New York
$457K – – –
6M
261
6 Meridian
Kansas
$455K -$4.75K -137 -1%
FT
262
Fiduciary Trust
Massachusetts
$449K -$9.71K -280 -2%
IFWM
263
Institute for Wealth Management
Colorado
$449K – – –
CAN
264
Cetera Advisor Networks
California
$435K -$16.3K -469 -4%
Fidelity Investments
265
Fidelity Investments
Massachusetts
$431K -$22.1K -638 -5%
SCM
266
Shelton Capital Management
Colorado
$429K – – –
HF
267
HRT Financial
New York
$429K +$435K +12,558 New
AQA
268
Alpha Quant Advisors
Texas
$427K +$433K +12,500 New
Fidelity International
269
Fidelity International
Bermuda
$427K +$433K +12,500 New
MWP
270
MYCIO Wealth Partners
Pennsylvania
$424K +$99.5K +2,870 +30%
AF
271
Aldebaran Financial
$422K – – –
CSS
272
Cubist Systematic Strategies
Connecticut
$422K +$213K +6,138 +99%
BAM
273
Blueshift Asset Management
New Jersey
$420K +$426K +12,292 New
GLA
274
Good Life Advisors
Pennsylvania
$402K +$39.5K +1,138 +11%
CTC
275
Central Trust Company
Missouri
$398K -$97.1K -2,800 -19%
9 10
11
12 13

WTRG Hedge Fund Activity: Q4 2018 in Review

520 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q4 2018, worth a combined $3.22B — down 12% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new WTRG positions and 70 closed out — a net gain of 19 holders — while 165 added to existing stakes and 143 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $22.8M. The largest seller was AllianceBernstein, cutting an estimated $17.3M.

  • 520 institutional investors held Essential Utilities (WTRG) as of Q4 2018, up from 506 in Q3 2018.
  • Funds reported $3.22B of Essential Utilities stock for Q4 2018, down 12% quarter-over-quarter.
  • 89 funds opened new Essential Utilities positions in Q4 2018 and 70 closed out, a net change of +19 holders.
  • The largest Essential Utilities buyer in Q4 2018 was Amundi Asset Management US, an estimated $22.8M added.
  • The largest Essential Utilities seller in Q4 2018 was AllianceBernstein, an estimated $17.3M sold.

Based on aggregated 13F filings for Q4 2018.