We are live on ! Find out more
WTRG icon

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
FAAS
276
First Allied Advisory Services
California
$393K -$15.6K -449 -4%
PCAP
277
Pratt Collard Advisory Partners
New York
$392K -$14.1K -408 -3%
CA
278
Commerzbank Aktiengesellschaft
Germany
$380K -$78.8K -2,271 -17%
SO
279
STRS Ohio
Ohio
$375K +$381K +10,981 New
MC
280
Moors & Cabot
Massachusetts
$374K -$14.7K -425 -4%
ECM
281
ETrade Capital Management
Virginia
$366K +$78.8K +2,272 +27%
EM
282
ELCO Management
New York
$356K -$338K -9,740 -48%
OSIA
283
O'Shares Investment Advisers
Massachusetts
$356K +$361K +10,423 New
BHWM
284
Bar Harbor Wealth Management
New Hampshire
$355K -$2.77K -80 -0.8%
BC
285
Brinker Capital
Pennsylvania
$353K -$50.3K -1,450 -12%
RHBC
286
R.H. Bluestein & Co
Michigan
$342K -$69.4K -2,000 -17%
BCM
287
Blume Capital Management
California
$342K – – –
BF
288
BOK Financial
Oklahoma
$340K +$381 +11 +0.1%
MAFM
289
Mid Atlantic Financial Management
Pennsylvania
$339K +$343K +9,901 New
LIA
290
LS Investment Advisors
Michigan
$337K +$3.02K +87 +0.9%
Chevy Chase Trust
291
Chevy Chase Trust
Maryland
$336K +$1.73K +50 +0.5%
CB
292
Community Bank
New York
$336K +$54.1K +1,560 +19%
AAS
293
Avantax Advisory Services
Texas
$336K +$340K +9,796 New
FNT
294
First National Trust
Pennsylvania
$334K – – –
OI
295
Oakbrook Investments
Illinois
$331K -$50.3K -1,450 -13%
Barclays
296
Barclays
United Kingdom
$330K -$2.9M -83,767 -90%
CCFCSB
297
Cape Cod Five Cents Savings Bank
Massachusetts
$330K – – –
CC
298
Cannell & Co
New York
$329K -$14.4K -414 -4%
FIM
299
Freedom Investment Management
Connecticut
$328K -$57.2K -1,650 -15%
CBOA
300
Commonwealth Bank of Australia
Australia
$324K – – –
10 11
12
13 14

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.