Essential Utilities
WTRG
595 hedge funds and large institutions have $7.11B invested in Essential Utilities in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 190 increasing their positions, 176 reducing their positions, and 60 closing their positions.
101% more call options, than puts
Call options by funds: $6.61M | Put options by funds: $3.29M
55% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 60
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
8% more capital invested
Capital invested by funds: $6.6B → $7.11B (+$513M)
3% more funds holding
Funds holding: 576 → 595 (+19)
1.97% more ownership
Funds ownership: 68.25% → 70.22% (+2%)
8% more repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 176
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$111M |
| 2 |
State Street
Boston,
Massachusetts
|
+$77.6M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$53.5M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
+$42.7M |
| 5 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$33.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$80.1M |
| 2 |
ZP
Zimmer Partners
New York
|
-$58.4M |
| 3 |
KBC Group
Brussels,
Belgium
|
-$35.8M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$33.2M |
| 5 |
Millennium Management
New York
|
-$32.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIAS
651
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$15K | -325 | Closed |
|
|
AIS
652
AlphaOne Investment Services
West Chester,
Pennsylvania
| – | -$6K | -130 | Closed |
|
|
GSWM
653
Golden State Wealth Management
Santa Ana,
California
| – | -$4K | -86 | Closed |
|
654
Marshall Wace
London,
United Kingdom
| – | -$1K | -17 | Closed |
|
|
CIR
655
Clear Investment Research
Alpharetta,
Georgia
| – | -$1K | -13 | Closed |
|
|
LWM
656
Liberty Wealth Management
Oakland,
California
| – | +$495 | +11 | New |
|
WTRG Hedge Fund Activity: Q4 2019 in Review
595 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q4 2019, worth a combined $7.11B — up 7.8% from $6.6B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new WTRG positions and 60 closed out — a net gain of 33 holders — while 190 added to existing stakes and 176 trimmed.
The largest buyer was BlackRock, adding an estimated $111M. The largest seller was Franklin Resources, exiting entirely with an estimated $80.1M sold.
- 595 institutional investors held Essential Utilities (WTRG) as of Q4 2019, up from 576 in Q3 2019.
- Funds reported $7.11B of Essential Utilities stock for Q4 2019, up 7.8% quarter-over-quarter.
- 93 funds opened new Essential Utilities positions in Q4 2019 and 60 closed out, a net change of +33 holders.
- The largest Essential Utilities buyer in Q4 2019 was BlackRock, an estimated $111M added.
- The largest Essential Utilities seller in Q4 2019 was Franklin Resources, an estimated $80.1M sold.
Based on aggregated 13F filings for Q4 2019.