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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
506
Holders Change
+16
Holders Change %
+3.27%
% of All Funds
11.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
51
Increased
152
Reduced
153
Closed
31
Calls
$2.33M
Puts
$718K
Net Calls
+$1.62M
Net Calls Change
+$2.73M

Top Buyers

Rank Fund Capital Flow
1
SG Americas Securities
SG Americas Securities
New York
+$25.7M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
+$12.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$9.49M
4
BlackRock
BlackRock
New York
+$6.99M
5
Goldman Sachs
Goldman Sachs
New York
+$6.09M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$15.6M
2
State Street
State Street
Massachusetts
-$8.01M
3
Deutsche Bank
Deutsche Bank
Germany
-$7.01M
4
JP Morgan Chase
JP Morgan Chase
New York
-$3.57M
5
Bank of America
Bank of America
North Carolina
-$3.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
Treasurer of the State of North Carolina
101
Treasurer of the State of North Carolina
North Carolina
$3.27M +$1.2M +32,321 +57%
RCM
102
Radnor Capital Management
Pennsylvania
$3.12M +$416K +11,250 +15%
Creative Planning
103
Creative Planning
Kansas
$2.94M +$19.9K +537 +0.7%
RJFSA
104
Raymond James Financial Services Advisors
Florida
$2.87M +$49.2K +1,331 +2%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$2.84M +$101K +2,732 +4%
Ohio Public Employees Retirement System (OPERS)
106
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.82M -$28K -756 -1%
FTIOP
107
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.82M +$12K +325 +0.4%
State of New Jersey Common Pension Fund D
108
State of New Jersey Common Pension Fund D
New Jersey
$2.77M – – –
T. Rowe Price Associates
109
T. Rowe Price Associates
Maryland
$2.76M -$550K -14,873 -17%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$2.74M +$255K +6,890 +10%
BFA
111
Benedict Financial Advisors
Georgia
$2.69M +$9.77K +264 +0.4%
AIP
112
Ameritas Investment Partners
Nebraska
$2.59M – – –
OPERF
113
Oregon Public Employees Retirement Fund
Oregon
$2.58M +$32.5K +878 +1%
PCM
114
Penn Capital Management
Pennsylvania
$2.53M -$1.71M -46,120 -67%
SOMRS
115
State of Michigan Retirement System
Michigan
$2.43M +$11.1K +300 +0.5%
LPL Financial
116
LPL Financial
California
$2.42M -$9.06K -245 -0.4%
CT
117
Coastline Trust
Rhode Island
$2.42M +$7.03K +190 +0.3%
YIA
118
YHB Investment Advisors
Connecticut
$2.41M -$31.2K -844 -1%
LTFS
119
Ladenburg Thalmann Financial Services
Florida
$2.38M -$39.5K -1,068 -2%
Man Group
120
Man Group
United Kingdom
$2.36M +$2.03M +54,796 +605%
Pacer Advisors
121
Pacer Advisors
Pennsylvania
$2.33M +$258K +6,969 +12%
GC
122
Guggenheim Capital
Illinois
$2.29M -$1.04M -28,147 -31%
TYCC
123
Texas Yale Capital Corp
Florida
$2.23M – – –
PAG
124
Private Advisor Group
New Jersey
$2.23M +$610K +16,501 +38%
HPIA
125
Hamilton Point Investment Advisors
North Carolina
$2.22M +$12.8K +345 +0.6%
3 4
5
6 7

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.