Essential Utilities
WTRG
322 hedge funds and large institutions have $2.17B invested in Essential Utilities in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 112 increasing their positions, 109 reducing their positions, and 26 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
3% more capital invested
Capital invested by funds: $2.1B → $2.17B (+$73M)
3% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 109
0.22% less ownership
Funds ownership: 47.48% → 47.26% (-0.22%)
3% less funds holding
Funds holding: 332 → 322 (-10)
25% less call options, than puts
Call options by funds: $1.43M | Put options by funds: $1.91M
27% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 26
Top Buyers
| 1 |
Norges Bank
Oslo,
Norway
|
+$35.3M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$15.5M |
| 3 |
State Street
Boston,
Massachusetts
|
+$13.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.81M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$5.56M |
Top Sellers
| 1 |
BKBG
BHF Kleinwort Benson Group
Brussels,
Belgium
|
-$14.4M |
| 2 |
Renaissance Technologies
New York
|
-$11.9M |
| 3 |
SO
STRS Ohio
Columbus,
Ohio
|
-$10.8M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$8.43M |
| 5 |
Bank of New York Mellon
New York
|
-$6.32M |
WTRG Hedge Fund Activity: Q2 2014 in Review
322 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q2 2014, worth a combined $2.17B — up 3.5% from $2.1B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of WTRG and 19 opened new positions — a net loss of 7 holders — while 109 trimmed existing stakes and 112 added.
The largest buyer was Norges Bank, adding an estimated $35.3M. The largest seller was BHF Kleinwort Benson Group, exiting entirely with an estimated $14.4M sold.
- 322 institutional investors held Essential Utilities (WTRG) as of Q2 2014, down from 332 in Q1 2014.
- Funds reported $2.17B of Essential Utilities stock for Q2 2014, up 3.5% quarter-over-quarter.
- 19 funds opened new Essential Utilities positions in Q2 2014 and 26 closed out, a net change of -7 holders.
- The largest Essential Utilities buyer in Q2 2014 was Norges Bank, an estimated $35.3M added.
- The largest Essential Utilities seller in Q2 2014 was BHF Kleinwort Benson Group, an estimated $14.4M sold.
Based on aggregated 13F filings for Q2 2014.