We are live on ! Find out more
WTRG icon

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
UF
351
Univest Financial
Pennsylvania
$221K +$206K +5,636 New
KFC
352
Klingenstein Fields & Co
New York
$216K +$201K +5,500 New
V
353
Veritable
Delaware
$215K +$200K +5,478 New
OAM
354
Oppenheimer Asset Management
New York
$211K – – –
IIC
355
Ironwood Investment Counsel
Arizona
$205K +$191K +5,250 New
TC
356
Telemus Capital
Michigan
$204K +$190K +5,200 New
SI
357
SII Investments
Wisconsin
$200K +$184K +5,051 New
SPC
358
Sigma Planning Corp
Michigan
$200K +$186K +5,106 New
SWP
359
Stratos Wealth Partners
Ohio
$197K +$184K +5,032 New
H
360
Hexavest
Quebec, Canada
$192K – – –
JCM
361
Jacobi Capital Management
Pennsylvania
$163K +$46.8K +1,284 +42%
WT
362
Whittier Trust
California
$155K – – –
CHC
363
City Holding Co
West Virginia
$151K – – –
FPFS
364
First Personal Financial Services
North Carolina
$146K +$16.6K +455 +14%
IA
365
IFP Advisors
Florida
$143K -$92.6K -2,540 -41%
NPP
366
New Potomac Partners
Maryland
$132K +$123K +3,360 New
PFSC
367
Peoples Financial Services Corp
Pennsylvania
$114K – – –
HDIM
368
Hanson & Doremus Investment Management
Vermont
$111K – – –
HI
369
Hudock Inc
Pennsylvania
$105K – – –
TSW
370
Thompson Siegel & Walmsley
Virginia
$102K +$94.9K +2,602 New
AAM
371
Advisors Asset Management
Colorado
$100K -$7.4K -203 -7%
TRCT
372
Tower Research Capital (TRC)
New York
$96K +$57.1K +1,565 +177%
Macquarie Group
373
Macquarie Group
Australia
$93K -$222K -6,100 -12%
LWCFA
374
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$92K – – –
EWM
375
Evercore Wealth Management
New York
$92K +$85K +2,330 New
13 14
15
16 17

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.