Essential Utilities
WTRG
404 hedge funds and large institutions have $2.68B invested in Essential Utilities in 2016 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 137 increasing their positions, 124 reducing their positions, and 23 closing their positions.
262% more call options, than puts
Call options by funds: $1.59M | Put options by funds: $439K
139% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 23
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
10% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 124
8% more funds holding
Funds holding: 373 → 404 (+31)
6% more capital invested
Capital invested by funds: $2.52B → $2.68B (+$163M)
0.54% more ownership
Funds ownership: 48.14% → 48.67% (+0.54%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$24.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$14.9M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$13.2M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$11.7M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$10M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$27.1M |
| 2 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$17.7M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$10.4M |
| 4 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$7.9M |
| 5 |
Goldman Sachs
New York
|
-$6.29M |
WTRG Hedge Fund Activity: Q1 2016 in Review
404 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q1 2016, worth a combined $2.68B — up 6.4% from $2.52B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new WTRG positions and 23 closed out — a net gain of 32 holders — while 137 added to existing stakes and 124 trimmed.
The largest buyer was Vanguard Group, adding an estimated $24.8M. The largest seller was State Street, cutting an estimated $27.1M.
- 404 institutional investors held Essential Utilities (WTRG) as of Q1 2016, up from 373 in Q4 2015.
- Funds reported $2.68B of Essential Utilities stock for Q1 2016, up 6.4% quarter-over-quarter.
- 55 funds opened new Essential Utilities positions in Q1 2016 and 23 closed out, a net change of +32 holders.
- The largest Essential Utilities buyer in Q1 2016 was Vanguard Group, an estimated $24.8M added.
- The largest Essential Utilities seller in Q1 2016 was State Street, an estimated $27.1M sold.
Based on aggregated 13F filings for Q1 2016.