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Essential Utilities
WTRG
WTRG
576 hedge funds and large institutions have $6.6B invested in Essential Utilities in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 186 increasing their positions, 180 reducing their positions, and 31 closing their positions.
New
Increased
Maintained
Reduced
Closed
110% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 31
6% more capital invested
Capital invested by funds: $6.21B → $6.6B (+$385M)
6% more funds holding
Funds holding: 544 → 576 (+32)
1.23% more ownership
Funds ownership: 67.02% → 68.25% (+1.2%)
3% more repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 180
17% less call options, than puts
Call options by funds: $4.84M | Put options by funds: $5.83M
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Holders
576
Holders Change
+32
Holders Change %
+5.88%
% of All Funds
12.63%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
65
Increased
186
Reduced
180
Closed
31
Calls
$4.84M
Puts
$5.83M
Net Calls
-$995K
Net Calls Change
-$1.01M
Top Buyers
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$36.5M |
| 2 |
GF
Gabelli Funds
Rye,
New York
|
+$22.3M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$13.6M |
| 4 |
JP Morgan Chase
New York
|
+$13.1M |
| 5 |
Morgan Stanley
New York
|
+$11.5M |
Top Sellers
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$107M |
| 2 |
State Street
Boston,
Massachusetts
|
-$41.2M |
| 3 |
LM
Luminus Management
Houston,
Texas
|
-$21M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
-$16.8M |
| 5 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$9.98M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
601
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$7K | -165 | Closed |
|
|
JFA
602
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$5K | -125 | Closed |
|
|
CWA
603
Clarus Wealth Advisors
Peoria,
Arizona
| – | -$4K | -92 | Closed |
|
604
Walleye Capital
New York
| – | -$3.26K | -76 | Closed |
|
|
BBA
605
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| – | -$2K | -58 | Closed |
|
606
Parallax Volatility Advisers
San Francisco,
California
| – | -$644 | -15 | Closed |
|