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Essential Utilities
WTRG

520 hedge funds and large institutions have $3.22B invested in Essential Utilities in 2018 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 165 increasing their positions, 143 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 70

15% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 143

3% more funds holding

Funds holding: 506 → 520 (+14)

1.22% more ownership

Funds ownership: 55.39% → 56.6% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

12% less capital invested

Capital invested by funds: $3.64B → $3.22B (-$419M)

34% less call options, than puts

Call options by funds: $995K | Put options by funds: $1.5M

Holders
520
Holders Change
+14
Holders Change %
+2.77%
% of All Funds
11.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
89
Increased
165
Reduced
143
Closed
70
Calls
$995K
Puts
$1.5M
Net Calls
-$508K
Net Calls Change
-$2.12M

Top Buyers

Rank Fund Capital Flow
1
AAMU
Amundi Asset Management US
Massachusetts
+$22.8M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$21.1M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$16.5M
4
BlackRock
BlackRock
New York
+$14.6M
5
Prudential Financial
Prudential Financial
New Jersey
+$12.8M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$17.3M
2
WG
Winton Group
United Kingdom
-$11.8M
3
KCM
Kennedy Capital Management
Missouri
-$11.1M
4
Goldman Sachs
Goldman Sachs
New York
-$10.9M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
-$9.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
376
River Wealth Advisors
Pennsylvania
$137K -$5.2K -150 -4%
HR
377
Howe & Rusling
New York
$135K +$14.2K +410 +12%
EMG
378
ETF Managers Group
New Jersey
$135K +$22.5K +648 +20%
CHC
379
City Holding Co
West Virginia
$132K – – –
PHK
380
Point72 Hong Kong
Hong Kong
$131K +$92.5K +2,668 +229%
DA
381
Denali Advisors
California
$130K +$132K +3,800 New
TF
382
Tompkins Financial
New York
$124K – – –
PCG
383
Private Capital Group
Connecticut
$122K – – –
RFC
384
Regions Financial Corp
Alabama
$122K – – –
NPP
385
New Potomac Partners
Maryland
$115K – – –
PFSC
386
Peoples Financial Services Corp
Pennsylvania
$99K – – –
HDIM
387
Hanson & Doremus Investment Management
Vermont
$97K – – –
CAPTRUST Financial Advisors
388
CAPTRUST Financial Advisors
North Carolina
$94K +$14.2K +409 +17%
HI
389
Hudock Inc
Pennsylvania
$91K – – –
RCAG
390
Rehmann Capital Advisory Group
Michigan
$85.1K -$832 -24 -1%
LYV
391
Live Your Vision
Pennsylvania
$85K – – –
NCM
392
Next Capital Management
New York
$85K +$86.7K +2,500 New
LWCFA
393
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$80K – – –
CFA
394
Carroll Financial Associates
North Carolina
$78K – – –
CAL
395
Capital Analysts LLC
Pennsylvania
$74K -$6.94K -200 -8%
EIM
396
Essex Investment Management
Massachusetts
$72K +$72.6K +2,093 New
KPCM
397
Kings Point Capital Management
New York
$71K +$72.3K +2,086 New
GIC
398
Gantzert Investment Company
Illinois
$68K +$69.4K +2,000 New
MFBTD
399
MB Financial Bank - Trust Department
Illinois
$67K – – –
APA
400
American Portfolios Advisors
New York
$65.3K +$16K +461 +32%
14 15
16
17 18

WTRG Hedge Fund Activity: Q4 2018 in Review

520 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q4 2018, worth a combined $3.22B — down 12% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new WTRG positions and 70 closed out — a net gain of 19 holders — while 165 added to existing stakes and 143 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $22.8M. The largest seller was AllianceBernstein, cutting an estimated $17.3M.

  • 520 institutional investors held Essential Utilities (WTRG) as of Q4 2018, up from 506 in Q3 2018.
  • Funds reported $3.22B of Essential Utilities stock for Q4 2018, down 12% quarter-over-quarter.
  • 89 funds opened new Essential Utilities positions in Q4 2018 and 70 closed out, a net change of +19 holders.
  • The largest Essential Utilities buyer in Q4 2018 was Amundi Asset Management US, an estimated $22.8M added.
  • The largest Essential Utilities seller in Q4 2018 was AllianceBernstein, an estimated $17.3M sold.

Based on aggregated 13F filings for Q4 2018.