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Essential Utilities
WTRG

486 hedge funds and large institutions have $3.77B invested in Essential Utilities in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 144 increasing their positions, 129 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 24

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

22% more capital invested

Capital invested by funds: $3.1B → $3.77B (+$671M)

15% more funds holding

Funds holding: 422 → 486 (+64)

12% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 129

1.58% more ownership

Funds ownership: 52.48% → 54.06% (+1.6%)

21% less call options, than puts

Call options by funds: $1.32M | Put options by funds: $1.68M

Holders
486
Holders Change
+64
Holders Change %
+15.17%
% of All Funds
11.02%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
90
Increased
144
Reduced
129
Closed
24
Calls
$1.32M
Puts
$1.68M
Net Calls
-$356K
Net Calls Change
-$1.65M

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$53.6M
2
Bank of America
Bank of America
North Carolina
+$22.7M
3
AAMU
Amundi Asset Management US
Massachusetts
+$17.3M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$14.8M
5
BlackRock
BlackRock
New York
+$11.4M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$37.7M
2
Credit Agricole
Credit Agricole
France
-$19M
3
IAMU
Impax Asset Management (UK)
United Kingdom
-$11.3M
4
NFA
Nationwide Fund Advisors
Ohio
-$9.95M
5
Northern Trust
Northern Trust
Illinois
-$5.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
276
LS Investment Advisors
Michigan
$431K -$95.5K -2,618 -19%
AT
277
Arden Trust
Delaware
$425K – – –
WAM
278
World Asset Management
Michigan
$420K -$27.7K -759 -7%
SOADOR
279
State of Alaska Department of Revenue
Alaska
$414K +$386K +10,575 New
RMA
280
Roffman Miller Associates
Pennsylvania
$405K -$135K -3,710 -26%
BCM
281
Blume Capital Management
California
$399K – – –
AIM
282
Arcadia Investment Management
Michigan
$387K +$87.3K +2,395 +32%
SPIA
283
Steward Partners Investment Advisory
New York
$380K +$21K +577 +6%
GLA
284
Good Life Advisors
Pennsylvania
$377K -$8.57K -235 -2%
CCFCSB
285
Cape Cod Five Cents Savings Bank
Massachusetts
$376K – – –
RMDI
286
R.M. Davis Inc
Maine
$364K – – –
ACM
287
Azimuth Capital Management
Michigan
$358K – – –
BF
288
BOK Financial
Oklahoma
$357K +$10.8K +296 +3%
MCM
289
Murphy Capital Management
New Jersey
$354K +$10K +275 +3%
Jane Street
290
Jane Street
New York
$353K +$328K +9,000 New
JFG
291
Jefferies Financial Group
New York
$352K -$54.8K -1,502 -14%
BSW
292
Buckingham Strategic Wealth
Missouri
$352K -$6.27K -172 -2%
KC
293
Kingfisher Capital
North Carolina
$351K +$1.31K +36 +0.4%
AZA
294
Arthur Zaske & Associates
Michigan
$347K – – –
DIA
295
Denver Investment Advisors
Colorado
$347K – – –
FA
296
FCG Advisors
New Jersey
$347K +$36.5K +1,000 +13%
CSS
297
Cubist Systematic Strategies
Connecticut
$345K +$14.3K +393 +5%
Truist Financial
298
Truist Financial
North Carolina
$344K -$24.8K -681 -7%
CCM
299
Cribstone Capital Management
Maine
$342K – – –
LNWWM
300
Laird Norton Wetherby Wealth Management
California
$338K +$4.67K +128 +2%
10 11
12
13 14

WTRG Hedge Fund Activity: Q4 2017 in Review

486 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q4 2017, worth a combined $3.77B — up 22% from $3.1B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new WTRG positions and 24 closed out — a net gain of 66 holders — while 144 added to existing stakes and 129 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $53.6M. The largest seller was State Street, cutting an estimated $37.7M.

  • 486 institutional investors held Essential Utilities (WTRG) as of Q4 2017, up from 422 in Q3 2017.
  • Funds reported $3.77B of Essential Utilities stock for Q4 2017, up 22% quarter-over-quarter.
  • 90 funds opened new Essential Utilities positions in Q4 2017 and 24 closed out, a net change of +66 holders.
  • The largest Essential Utilities buyer in Q4 2017 was AllianceBernstein, an estimated $53.6M added.
  • The largest Essential Utilities seller in Q4 2017 was State Street, an estimated $37.7M sold.

Based on aggregated 13F filings for Q4 2017.