Essential Utilities
WTRG
646 hedge funds and large institutions have $9.56B invested in Essential Utilities in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 229 increasing their positions, 172 reducing their positions, and 45 closing their positions.
295% more call options, than puts
Call options by funds: $4.33M | Put options by funds: $1.09M
127% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 45
33% more repeat investments, than reductions
Existing positions increased: 229 | Existing positions reduced: 172
20% more capital invested
Capital invested by funds: $7.96B → $9.56B (+$1.6B)
9% more funds holding
Funds holding: 595 → 646 (+51)
0.31% more ownership
Funds ownership: 70.32% → 70.63% (+0.31%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$102M |
| 2 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
+$49.4M |
| 3 |
State Street
Boston,
Massachusetts
|
+$38.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$37.8M |
| 5 |
Millennium Management
New York
|
+$31.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$51.3M |
| 2 |
SAM
Storebrand Asset Management
Lysaker,
Norway
|
-$40.6M |
| 3 |
Morgan Stanley
New York
|
-$28.8M |
| 4 |
Renaissance Technologies
New York
|
-$14.2M |
| 5 |
HF
HRT Financial
New York
|
-$13.3M |
WTRG Hedge Fund Activity: Q4 2021 in Review
646 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q4 2021, worth a combined $9.56B — up 20% from $7.96B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new WTRG positions and 45 closed out — a net gain of 57 holders — while 229 added to existing stakes and 172 trimmed.
The largest buyer was BlackRock, adding an estimated $102M. The largest seller was Nuance Investments, cutting an estimated $51.3M.
- 646 institutional investors held Essential Utilities (WTRG) as of Q4 2021, up from 595 in Q3 2021.
- Funds reported $9.56B of Essential Utilities stock for Q4 2021, up 20% quarter-over-quarter.
- 102 funds opened new Essential Utilities positions in Q4 2021 and 45 closed out, a net change of +57 holders.
- The largest Essential Utilities buyer in Q4 2021 was BlackRock, an estimated $102M added.
- The largest Essential Utilities seller in Q4 2021 was Nuance Investments, an estimated $51.3M sold.
Based on aggregated 13F filings for Q4 2021.