Essential Utilities
WTRG
422 hedge funds and large institutions have $3.1B invested in Essential Utilities in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 149 increasing their positions, 98 reducing their positions, and 21 closing their positions.
309% more call options, than puts
Call options by funds: $1.71M | Put options by funds: $418K
71% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 21
52% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 98
3% more funds holding
Funds holding: 411 → 422 (+11)
1% more capital invested
Capital invested by funds: $3.06B → $3.1B (+$32.1M)
0.64% more ownership
Funds ownership: 51.84% → 52.48% (+0.64%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.61M |
| 2 |
State Street
Boston,
Massachusetts
|
+$7.01M |
| 3 |
WG
Winton Group
London,
United Kingdom
|
+$6.98M |
| 4 |
BlackRock
New York
|
+$6.98M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$6.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Water Asset Management
New York
|
-$15M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$13.2M |
| 3 |
Asset Management One
Tokyo,
Japan
|
-$12.5M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$5.21M |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
-$3.83M |
WTRG Hedge Fund Activity: Q3 2017 in Review
422 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q3 2017, worth a combined $3.1B — up 1% from $3.06B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new WTRG positions and 21 closed out — a net gain of 15 holders — while 149 added to existing stakes and 98 trimmed.
The largest buyer was Vanguard Group, adding an estimated $8.61M. The largest seller was Water Asset Management, exiting entirely with an estimated $15M sold.
- 422 institutional investors held Essential Utilities (WTRG) as of Q3 2017, up from 411 in Q2 2017.
- Funds reported $3.1B of Essential Utilities stock for Q3 2017, up 1% quarter-over-quarter.
- 36 funds opened new Essential Utilities positions in Q3 2017 and 21 closed out, a net change of +15 holders.
- The largest Essential Utilities buyer in Q3 2017 was Vanguard Group, an estimated $8.61M added.
- The largest Essential Utilities seller in Q3 2017 was Water Asset Management, an estimated $15M sold.
Based on aggregated 13F filings for Q3 2017.