Essential Utilities
WTRG
656 hedge funds and large institutions have $9.15B invested in Essential Utilities in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 219 increasing their positions, 201 reducing their positions, and 71 closing their positions.
39% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 71
17% more capital invested
Capital invested by funds: $7.81B → $9.15B (+$1.34B)
3% more funds holding
Funds holding: 636 → 656 (+20)
1.58% more ownership
Funds ownership: 72.08% → 73.66% (+1.6%)
9% more repeat investments, than reductions
Existing positions increased: 219 | Existing positions reduced: 201
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
77% less call options, than puts
Call options by funds: $2.35M | Put options by funds: $10.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$87.2M |
| 2 |
State Street
Boston,
Massachusetts
|
+$67.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$53.1M |
| 4 |
ZP
Zimmer Partners
New York
|
+$43M |
| 5 |
Amundi
Paris,
France
|
+$23.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$36.2M |
| 2 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$31.7M |
| 3 |
ECP
Electron Capital Partners
New York
|
-$29.3M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$28.6M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$26.7M |
WTRG Hedge Fund Activity: Q4 2022 in Review
656 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q4 2022, worth a combined $9.15B — up 17% from $7.81B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new WTRG positions and 71 closed out — a net gain of 28 holders — while 219 added to existing stakes and 201 trimmed.
The largest buyer was BlackRock, adding an estimated $87.2M. The largest seller was Millennium Management, cutting an estimated $36.2M.
- 656 institutional investors held Essential Utilities (WTRG) as of Q4 2022, up from 636 in Q3 2022.
- Funds reported $9.15B of Essential Utilities stock for Q4 2022, up 17% quarter-over-quarter.
- 99 funds opened new Essential Utilities positions in Q4 2022 and 71 closed out, a net change of +28 holders.
- The largest Essential Utilities buyer in Q4 2022 was BlackRock, an estimated $87.2M added.
- The largest Essential Utilities seller in Q4 2022 was Millennium Management, an estimated $36.2M sold.
Based on aggregated 13F filings for Q4 2022.