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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
+$25.7M |
| 2 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$12.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.49M |
| 4 |
BlackRock
New York
|
+$6.99M |
| 5 |
Goldman Sachs
New York
|
+$6.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$15.6M |
| 2 |
State Street
Boston,
Massachusetts
|
-$8.01M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$7.01M |
| 4 |
JP Morgan Chase
New York
|
-$3.57M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.39M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WB
526
Webster Bank
Waterbury,
Connecticut
| – | -$55K | -1,575 | Closed |
|
|
MGIA
527
Moneta Group Investment Advisors
St Louis,
Missouri
| – | -$55K | -1,559 | Closed |
|
|
CPIG
528
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$31K | -870 | Closed |
|
|
SAM
529
Shamrock Asset Management
Dallas,
Texas
| – | -$25K | -702 | Closed |
|
|
FCB
530
First Command Bank
Fort Worth,
Texas
| – | -$8K | -220 | Closed |
|
|
FCFS
531
First Command Financial Services
Fort Worth,
Texas
| – | -$8K | -220 | Closed |
|
|
GFP
532
Gryphon Financial Partners
Columbus,
Ohio
| – | -$6K | -175 | Closed |
|
|
PIA
533
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$2K | -69 | Closed |
|
|
GBBWRPM
534
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| – | -$1K | -29 | Closed |
|
535
Parallax Volatility Advisers
San Francisco,
California
| – | -$1K | -19 | Closed |
|
|
CIR
536
Clear Investment Research
Alpharetta,
Georgia
| – | +$851 | +23 | New |
|
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.