Essential Utilities
WTRG
432 hedge funds and large institutions have $2.68B invested in Essential Utilities in 2016 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 132 increasing their positions, 133 reducing their positions, and 38 closing their positions.
55% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 38
4% more funds holding
Funds holding: 416 → 432 (+16)
1.59% more ownership
Funds ownership: 48.68% → 50.28% (+1.6%)
2% more capital invested
Capital invested by funds: $2.62B → $2.68B (+$63.7M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 133
35% less call options, than puts
Call options by funds: $1.15M | Put options by funds: $1.77M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$51M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$17M |
| 3 |
Goldman Sachs
New York
|
+$13.8M |
| 4 |
IAMU
Impax Asset Management (UK)
London,
United Kingdom
|
+$12M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$19M |
| 2 |
Millennium Management
New York
|
-$10.8M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$10M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$9.41M |
| 5 |
Two Sigma Investments
New York
|
-$6.91M |
WTRG Hedge Fund Activity: Q4 2016 in Review
432 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q4 2016, worth a combined $2.68B — up 2.4% from $2.62B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new WTRG positions and 38 closed out — a net gain of 21 holders — while 132 added to existing stakes and 133 trimmed.
The largest buyer was State Street, adding an estimated $51M. The largest seller was SG Americas Securities, cutting an estimated $19M.
- 432 institutional investors held Essential Utilities (WTRG) as of Q4 2016, up from 416 in Q3 2016.
- Funds reported $2.68B of Essential Utilities stock for Q4 2016, up 2.4% quarter-over-quarter.
- 59 funds opened new Essential Utilities positions in Q4 2016 and 38 closed out, a net change of +21 holders.
- The largest Essential Utilities buyer in Q4 2016 was State Street, an estimated $51M added.
- The largest Essential Utilities seller in Q4 2016 was SG Americas Securities, an estimated $19M sold.
Based on aggregated 13F filings for Q4 2016.