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Essential Utilities
WTRG

506 hedge funds and large institutions have $3.64B invested in Essential Utilities in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 152 increasing their positions, 153 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $2.33M | Put options by funds: $718K

65% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 31

6% more capital invested

Capital invested by funds: $3.43B → $3.64B (+$207M)

3% more funds holding

Funds holding: 490 → 506 (+16)

0.57% more ownership

Funds ownership: 54.82% → 55.39% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 153

Holders
506
Holders Change
+16
Holders Change %
+3.27%
% of All Funds
11.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
51
Increased
152
Reduced
153
Closed
31
Calls
$2.33M
Puts
$718K
Net Calls
+$1.62M
Net Calls Change
+$2.73M

Top Buyers

Rank Fund Capital Flow
1
SG Americas Securities
SG Americas Securities
New York
+$25.7M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
+$12.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$9.49M
4
BlackRock
BlackRock
New York
+$6.99M
5
Goldman Sachs
Goldman Sachs
New York
+$6.09M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$15.6M
2
State Street
State Street
Massachusetts
-$8.01M
3
Deutsche Bank
Deutsche Bank
Germany
-$7.01M
4
JP Morgan Chase
JP Morgan Chase
New York
-$3.57M
5
Bank of America
Bank of America
North Carolina
-$3.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
401
Willingdon Wealth Management
North Carolina
$58K +$47.5K +1,285 +428%
APP
402
Avantax Planning Partners
Iowa
$58K +$57.7K +1,560 New
BAM
403
Bruderman Asset Management
New York
$56K – – –
EWM
404
Endurance Wealth Management
Rhode Island
$55K – – –
TCOV
405
Trust Company of Vermont
Vermont
$55K – – –
YWP
406
YorkBridge Wealth Partners
New York
$54K – – –
APA
407
American Portfolios Advisors
New York
$53.5K -$925 -25 -2%
MA
408
MUFG Americas
New York
$53K – – –
TSW
409
Thompson Siegel & Walmsley
Virginia
$53K – – –
DSC
410
Duncker Streett & Co
Missouri
$53K +$111 +3 +0.2%
SF
411
Synovus Financial
Georgia
$51K +$148 +4 +0.3%
RE
412
RBC Europe
United Kingdom
$50.2K – – –
PCP
413
Proficio Capital Partners
Massachusetts
$50K – – –
KJWM
414
Kiley Juergens Wealth Management
Washington
$49K +$185 +5 +0.4%
WCM
415
Wealthcare Capital Management
Virginia
$48K – – –
BWM
416
Baystate Wealth Management
Massachusetts
$47K +$259 +7 +0.6%
AF
417
Allworth Financial
California
$46K -$1.11K -30 -2%
TVWM
418
Tower View Wealth Management
Wisconsin
$45K +$259 +7 +0.6%
SIAS
419
Shine Investment Advisory Services
Colorado
$43K – – –
PHK
420
Point72 Hong Kong
Hong Kong
$43K +$43.1K +1,166 New
MMG
421
Monetary Management Group
Missouri
$42K – – –
VFA
422
Valeo Financial Advisors
Indiana
$42K – – –
LWA
423
Lenox Wealth Advisors
New York
$40K -$8.58K -232 -18%
AF
424
Arrow Financial
New York
$40K – – –
GI
425
Gradient Investments
Minnesota
$38K – – –
15 16
17
18 19

WTRG Hedge Fund Activity: Q3 2018 in Review

506 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q3 2018, worth a combined $3.64B — up 6% from $3.43B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new WTRG positions and 31 closed out — a net gain of 20 holders — while 152 added to existing stakes and 153 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $25.7M. The largest seller was AllianceBernstein, cutting an estimated $15.6M.

  • 506 institutional investors held Essential Utilities (WTRG) as of Q3 2018, up from 490 in Q2 2018.
  • Funds reported $3.64B of Essential Utilities stock for Q3 2018, up 6% quarter-over-quarter.
  • 51 funds opened new Essential Utilities positions in Q3 2018 and 31 closed out, a net change of +20 holders.
  • The largest Essential Utilities buyer in Q3 2018 was SG Americas Securities, an estimated $25.7M added.
  • The largest Essential Utilities seller in Q3 2018 was AllianceBernstein, an estimated $15.6M sold.

Based on aggregated 13F filings for Q3 2018.