Essential Utilities
WTRG
348 hedge funds and large institutions have $2.01B invested in Essential Utilities in 2015 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 117 increasing their positions, 114 reducing their positions, and 31 closing their positions.
29% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 31
1% more funds holding
Funds holding: 343 → 348 (+5)
3% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 114
0.73% more ownership
Funds ownership: 45.67% → 46.4% (+0.73%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6% less capital invested
Capital invested by funds: $2.13B → $2.01B (-$118M)
15% less call options, than puts
Call options by funds: $899K | Put options by funds: $1.06M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$19.1M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$9.26M |
| 3 |
WAM
Water Asset Management
New York
|
+$9.26M |
| 4 |
Goldman Sachs
New York
|
+$8.83M |
| 5 |
ARC
Absolute Return Capital
Boston,
Massachusetts
|
+$8.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$20.3M |
| 2 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$15.2M |
| 3 |
NG
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
-$9.89M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$7.04M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$5.41M |
WTRG Hedge Fund Activity: Q2 2015 in Review
348 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q2 2015, worth a combined $2.01B — down 5.6% from $2.13B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new WTRG positions and 31 closed out — a net gain of 9 holders — while 117 added to existing stakes and 114 trimmed.
The largest buyer was Federated Hermes, adding an estimated $19.1M. The largest seller was State Street, cutting an estimated $20.3M.
- 348 institutional investors held Essential Utilities (WTRG) as of Q2 2015, up from 343 in Q1 2015.
- Funds reported $2.01B of Essential Utilities stock for Q2 2015, down 5.6% quarter-over-quarter.
- 40 funds opened new Essential Utilities positions in Q2 2015 and 31 closed out, a net change of +9 holders.
- The largest Essential Utilities buyer in Q2 2015 was Federated Hermes, an estimated $19.1M added.
- The largest Essential Utilities seller in Q2 2015 was State Street, an estimated $20.3M sold.
Based on aggregated 13F filings for Q2 2015.