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Essential Utilities
WTRG

520 hedge funds and large institutions have $3.22B invested in Essential Utilities in 2018 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 165 increasing their positions, 143 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 70

15% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 143

3% more funds holding

Funds holding: 506 → 520 (+14)

1.22% more ownership

Funds ownership: 55.39% → 56.6% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

12% less capital invested

Capital invested by funds: $3.64B → $3.22B (-$419M)

34% less call options, than puts

Call options by funds: $995K | Put options by funds: $1.5M

Holders
520
Holders Change
+14
Holders Change %
+2.77%
% of All Funds
11.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
89
Increased
165
Reduced
143
Closed
70
Calls
$995K
Puts
$1.5M
Net Calls
-$508K
Net Calls Change
-$2.12M

Top Buyers

Rank Fund Capital Flow
1
AAMU
Amundi Asset Management US
Massachusetts
+$22.8M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$21.1M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$16.5M
4
BlackRock
BlackRock
New York
+$14.6M
5
Prudential Financial
Prudential Financial
New Jersey
+$12.8M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$17.3M
2
WG
Winton Group
United Kingdom
-$11.8M
3
KCM
Kennedy Capital Management
Missouri
-$11.1M
4
Goldman Sachs
Goldman Sachs
New York
-$10.9M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
-$9.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
126
Wilmington Savings Fund Society
Delaware
$2.18M +$413K +11,910 +23%
SOMRS
127
State of Michigan Retirement System
Michigan
$2.17M -$83.2K -2,400 -4%
Holocene Advisors
128
Holocene Advisors
New York
$2.15M +$1.28M +36,903 +143%
GC
129
Guggenheim Capital
Illinois
$2.13M +$7.46K +215 +0.3%
State of Tennessee, Department of Treasury
130
State of Tennessee, Department of Treasury
Tennessee
$2.13M +$89.3K +2,575 +4%
HPIA
131
Hamilton Point Investment Advisors
North Carolina
$2.11M +$51.3K +1,478 +2%
TYCC
132
Texas Yale Capital Corp
Florida
$2.08M +$21.3K +613 +1%
TAM
133
Trillium Asset Management
Massachusetts
$2.03M +$75.4K +2,173 +4%
CRC
134
Curi RMB Capital
Illinois
$1.96M +$1.98M +57,200 New
FWIA
135
Fort Washington Investment Advisors
Ohio
$1.93M -$8.91K -257 -0.5%
Federated Hermes
136
Federated Hermes
Pennsylvania
$1.91M -$93.9K -2,709 -5%
LNB
137
Ledyard National Bank
$1.88M +$71.1K +2,050 +4%
Rafferty Asset Management
138
Rafferty Asset Management
New York
$1.86M +$1.89M +54,513 New
Nisa Investment Advisors
139
Nisa Investment Advisors
Missouri
$1.82M – – –
EGM
140
Engineers Gate Manager
New York
$1.79M +$1.82M +52,431 New
MLICM
141
Metropolitan Life Insurance Company (MetLife)
New York
$1.74M +$5.69K +164 +0.3%
Arrowstreet Capital
142
Arrowstreet Capital
Massachusetts
$1.73M +$1.76M +50,700 New
MHI
143
Miller Howard Investments
New York
$1.68M -$27.7K -800 -2%
CM
144
CoreCommodity Management
Connecticut
$1.65M +$257K +7,407 +18%
VRS
145
Virginia Retirement Systems
Virginia
$1.62M +$1.65M +47,500 New
LSERS
146
Louisiana State Employees Retirement System
Louisiana
$1.61M -$52K -1,500 -3%
SLA
147
Silver Lake Advisory
Utah
$1.58M +$18.3K +527 +1%
Jacobs Levy Equity Management
148
Jacobs Levy Equity Management
New Jersey
$1.54M +$1.22M +35,280 +356%
RB
149
Rodgers Brothers
Pennsylvania
$1.53M +$173 +5 +0%
TA
150
TFG Advisers
Michigan
$1.51M +$1.54M +44,303 New
4 5
6
7 8

WTRG Hedge Fund Activity: Q4 2018 in Review

520 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q4 2018, worth a combined $3.22B — down 12% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new WTRG positions and 70 closed out — a net gain of 19 holders — while 165 added to existing stakes and 143 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $22.8M. The largest seller was AllianceBernstein, cutting an estimated $17.3M.

  • 520 institutional investors held Essential Utilities (WTRG) as of Q4 2018, up from 506 in Q3 2018.
  • Funds reported $3.22B of Essential Utilities stock for Q4 2018, down 12% quarter-over-quarter.
  • 89 funds opened new Essential Utilities positions in Q4 2018 and 70 closed out, a net change of +19 holders.
  • The largest Essential Utilities buyer in Q4 2018 was Amundi Asset Management US, an estimated $22.8M added.
  • The largest Essential Utilities seller in Q4 2018 was AllianceBernstein, an estimated $17.3M sold.

Based on aggregated 13F filings for Q4 2018.