Essential Utilities
WTRG
373 hedge funds and large institutions have $2.52B invested in Essential Utilities in 2015 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 134 increasing their positions, 116 reducing their positions, and 33 closing their positions.
269% more call options, than puts
Call options by funds: $2.57M | Put options by funds: $697K
52% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 33
16% more repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 116
13% more capital invested
Capital invested by funds: $2.24B → $2.52B (+$285M)
4% more funds holding
Funds holding: 359 → 373 (+14)
0.16% more ownership
Funds ownership: 47.98% → 48.14% (+0.16%)
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| 1 |
State Street
Boston,
Massachusetts
|
+$12.4M |
| 2 |
Renaissance Technologies
New York
|
+$12.3M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$10.9M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$10.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.47M |
Top Sellers
| 1 |
BKBG
BHF Kleinwort Benson Group
Brussels,
Belgium
|
-$19.4M |
| 2 |
O
OppenheimerFunds
New York
|
-$17.7M |
| 3 |
NG
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
-$9.91M |
| 4 |
Bank of New York Mellon
New York
|
-$8.66M |
| 5 |
RA
Royce & Associates
New York
|
-$8.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIA
401
Regal Investment Advisors
Kentwood,
Michigan
| – | -$9K | -375 | Closed |
|
|
MPWT
402
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$2.94K | -125 | Closed |
|
|
GWM
403
Gupta Wealth Management
San Diego,
California
| – | -$3K | -104 | Closed |
|
|
DLHL
404
Donald L. Hagan LLC
Sarasota,
Florida
| – | -$3K | -100 | Closed |
|
405
Bessemer Group
Woodbridge,
New Jersey
| – | -$1K | -40 | Closed |
|
|
AW
406
Alpha Windward
Westwood,
Massachusetts
| – | -$1K | -34 | Closed |
|
|
DPA
407
Delphi Private Advisors
San Diego,
California
| – | +$317 | +11 | New |
|
WTRG Hedge Fund Activity: Q4 2015 in Review
373 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q4 2015, worth a combined $2.52B — up 13% from $2.24B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new WTRG positions and 33 closed out — a net gain of 17 holders — while 134 added to existing stakes and 116 trimmed.
The largest buyer was State Street, adding an estimated $12.4M. The largest seller was BHF Kleinwort Benson Group, cutting an estimated $19.4M.
- 373 institutional investors held Essential Utilities (WTRG) as of Q4 2015, up from 359 in Q3 2015.
- Funds reported $2.52B of Essential Utilities stock for Q4 2015, up 13% quarter-over-quarter.
- 50 funds opened new Essential Utilities positions in Q4 2015 and 33 closed out, a net change of +17 holders.
- The largest Essential Utilities buyer in Q4 2015 was State Street, an estimated $12.4M added.
- The largest Essential Utilities seller in Q4 2015 was BHF Kleinwort Benson Group, an estimated $19.4M sold.
Based on aggregated 13F filings for Q4 2015.