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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
AWM
401
Arbor Wealth Management
Florida
$64K +$65.3K +1,882 New
PI
402
PEAK6 Investments
Illinois
$59K -$10.5K -303 -15%
WAM
403
Wealthspire Advisors (Maryland)
Maryland
$56K -$2.12K -61 -4%
JGIA
404
Jackson Grant Investment Advisers
Connecticut
$56K +$381 +11 +0.7%
DWM
405
Doyle Wealth Management
Florida
$56K +$56.5K +1,630 New
NIT
406
NumerixS Investment Technologies
British Columbia, Canada
$54K -$38.1K -1,100 -41%
WWM
407
Willingdon Wealth Management
North Carolina
$54K – – –
EWM
408
Endurance Wealth Management
Rhode Island
$51K – – –
TCOV
409
Trust Company of Vermont
Vermont
$51K – – –
YWP
410
YorkBridge Wealth Partners
New York
$51K – – –
CT
411
Clearstead Trust
Maine
$51K +$52K +1,500 New
AAMU
412
Amundi Asset Management US
Massachusetts
$49K +$22.8M +656,209 +84%
TSW
413
Thompson Siegel & Walmsley
Virginia
$49K – – –
IAS
414
INR Advisory Services
Pennsylvania
$49K +$19.9K +575 +67%
LGWM
415
Litman Gregory Wealth Management
California
$48K +$48.5K +1,400 New
SF
416
Synovus Financial
Georgia
$47K +$139 +4 +0.3%
RE
417
RBC Europe
United Kingdom
$46.5K – – –
PCP
418
Proficio Capital Partners
Massachusetts
$46K – – –
FCB
419
First Command Bank
Texas
$46K +$46.2K +1,332 New
FCFS
420
First Command Financial Services
Texas
$46K +$46.2K +1,332 New
Northwestern Mutual Wealth Management
421
Northwestern Mutual Wealth Management
Wisconsin
$45K +$19.6K +564 +75%
BRC
422
Bell Rock Capital
Delaware
$45K +$34.7K +1,002 +308%
VFA
423
Valeo Financial Advisors
Indiana
$44K – – –
AF
424
Allworth Financial
California
$43K – – –
BWM
425
Baystate Wealth Management
Massachusetts
$43K +$277 +8 +0.6%
15 16
17
18 19

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.