Essential Utilities
WTRG
490 hedge funds and large institutions have $3.43B invested in Essential Utilities in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 159 increasing their positions, 150 reducing their positions, and 32 closing their positions.
41% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 32
2% more funds holding
Funds holding: 480 → 490 (+10)
6% more repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 150
3% more capital invested
Capital invested by funds: $3.34B → $3.43B (+$91M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.34% less ownership
Funds ownership: 55.17% → 54.82% (-0.34%)
48% less call options, than puts
Call options by funds: $1.19M | Put options by funds: $2.31M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$15.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13.8M |
| 3 |
BlackRock
New York
|
+$10.9M |
| 4 |
Goldman Sachs
New York
|
+$6.78M |
| 5 |
Millennium Management
New York
|
+$5.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$21.1M |
| 2 |
Renaissance Technologies
New York
|
-$16.6M |
| 3 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$9.01M |
| 4 |
State Street
Boston,
Massachusetts
|
-$5.57M |
| 5 |
Morgan Stanley
New York
|
-$5.05M |
WTRG Hedge Fund Activity: Q2 2018 in Review
490 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q2 2018, worth a combined $3.43B — up 2.7% from $3.34B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new WTRG positions and 32 closed out — a net gain of 13 holders — while 159 added to existing stakes and 150 trimmed.
The largest buyer was Invesco, adding an estimated $15.2M. The largest seller was Guggenheim Capital, cutting an estimated $21.1M.
- 490 institutional investors held Essential Utilities (WTRG) as of Q2 2018, up from 480 in Q1 2018.
- Funds reported $3.43B of Essential Utilities stock for Q2 2018, up 2.7% quarter-over-quarter.
- 45 funds opened new Essential Utilities positions in Q2 2018 and 32 closed out, a net change of +13 holders.
- The largest Essential Utilities buyer in Q2 2018 was Invesco, an estimated $15.2M added.
- The largest Essential Utilities seller in Q2 2018 was Guggenheim Capital, an estimated $21.1M sold.
Based on aggregated 13F filings for Q2 2018.