Essential Utilities
WTRG
537 hedge funds and large institutions have $3.87B invested in Essential Utilities in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 185 increasing their positions, 149 reducing their positions, and 38 closing their positions.
58% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 38
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
24% more repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 149
20% more capital invested
Capital invested by funds: $3.22B → $3.87B (+$650M)
3% more funds holding
Funds holding: 520 → 537 (+17)
2.93% more ownership
Funds ownership: 56.6% → 59.53% (+2.9%)
91% less call options, than puts
Call options by funds: $1.84M | Put options by funds: $19.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$61.7M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
+$30.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$28.1M |
| 4 |
State Street
Boston,
Massachusetts
|
+$26.9M |
| 5 |
Two Sigma Investments
New York
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$25.2M |
| 2 |
CC
Carlson Capital
Dallas,
Texas
|
-$11.7M |
| 3 |
Renaissance Technologies
New York
|
-$10M |
| 4 |
LM
Luminus Management
Houston,
Texas
|
-$8.34M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$6.66M |
WTRG Hedge Fund Activity: Q1 2019 in Review
537 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q1 2019, worth a combined $3.87B — up 20% from $3.22B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new WTRG positions and 38 closed out — a net gain of 22 holders — while 185 added to existing stakes and 149 trimmed.
The largest buyer was Norges Bank, adding an estimated $61.7M. The largest seller was SG Americas Securities, cutting an estimated $25.2M.
- 537 institutional investors held Essential Utilities (WTRG) as of Q1 2019, up from 520 in Q4 2018.
- Funds reported $3.87B of Essential Utilities stock for Q1 2019, up 20% quarter-over-quarter.
- 60 funds opened new Essential Utilities positions in Q1 2019 and 38 closed out, a net change of +22 holders.
- The largest Essential Utilities buyer in Q1 2019 was Norges Bank, an estimated $61.7M added.
- The largest Essential Utilities seller in Q1 2019 was SG Americas Securities, an estimated $25.2M sold.
Based on aggregated 13F filings for Q1 2019.