Essential Utilities
WTRG
426 hedge funds and large institutions have $2.92B invested in Essential Utilities in 2017 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 136 increasing their positions, 137 reducing their positions, and 41 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
9% more capital invested
Capital invested by funds: $2.68B → $2.92B (+$237M)
7% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 41
0.8% more ownership
Funds ownership: 50.28% → 51.08% (+0.8%)
1% less repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 137
1% less funds holding
Funds holding: 432 → 426 (-6)
42% less call options, than puts
Call options by funds: $1.16M | Put options by funds: $2.02M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$452M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$33.7M |
| 3 |
State Street
Boston,
Massachusetts
|
+$14.8M |
| 4 |
IAMU
Impax Asset Management (UK)
London,
United Kingdom
|
+$10.7M |
| 5 |
Asset Management One
Tokyo,
Japan
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Credit Agricole
Montrouge Cedex,
France
|
-$16.6M |
| 2 |
Renaissance Technologies
New York
|
-$14.2M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$12.9M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$10.5M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$8.68M |
WTRG Hedge Fund Activity: Q1 2017 in Review
426 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q1 2017, worth a combined $2.92B — up 8.9% from $2.68B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new WTRG positions and 41 closed out — a net gain of 3 holders — while 136 added to existing stakes and 137 trimmed.
The largest buyer was BlackRock, adding an estimated $452M. The largest seller was Credit Agricole, cutting an estimated $16.6M.
- 426 institutional investors held Essential Utilities (WTRG) as of Q1 2017, down from 432 in Q4 2016.
- Funds reported $2.92B of Essential Utilities stock for Q1 2017, up 8.9% quarter-over-quarter.
- 44 funds opened new Essential Utilities positions in Q1 2017 and 41 closed out, a net change of +3 holders.
- The largest Essential Utilities buyer in Q1 2017 was BlackRock, an estimated $452M added.
- The largest Essential Utilities seller in Q1 2017 was Credit Agricole, an estimated $16.6M sold.
Based on aggregated 13F filings for Q1 2017.