Essential Utilities
WTRG
597 hedge funds and large institutions have $8.59B invested in Essential Utilities in 2020 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 195 increasing their positions, 172 reducing their positions, and 54 closing their positions.
200% more call options, than puts
Call options by funds: $11.2M | Put options by funds: $3.73M
63% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 54
23% more capital invested
Capital invested by funds: $6.96B → $8.59B (+$1.63B)
13% more repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 172
5% more funds holding
Funds holding: 571 → 597 (+26)
0.79% more ownership
Funds ownership: 70.67% → 71.46% (+0.79%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$106M |
| 2 |
Cohen & Steers
New York
|
+$79.9M |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$76.4M |
| 4 |
AAMU
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
+$65.9M |
| 5 |
BlackRock
New York
|
+$41.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
-$360M |
| 2 |
CIA
ClearBridge Investments (Australia)
Sydney,
Australia
|
-$44.2M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$28M |
| 4 |
M
Mirova
Paris,
France
|
-$17.6M |
| 5 |
Millennium Management
New York
|
-$15.6M |
WTRG Hedge Fund Activity: Q4 2020 in Review
597 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q4 2020, worth a combined $8.59B — up 23% from $6.96B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new WTRG positions and 54 closed out — a net gain of 34 holders — while 195 added to existing stakes and 172 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $106M. The largest seller was Zimmer Partners, cutting an estimated $360M.
- 597 institutional investors held Essential Utilities (WTRG) as of Q4 2020, up from 571 in Q3 2020.
- Funds reported $8.59B of Essential Utilities stock for Q4 2020, up 23% quarter-over-quarter.
- 88 funds opened new Essential Utilities positions in Q4 2020 and 54 closed out, a net change of +34 holders.
- The largest Essential Utilities buyer in Q4 2020 was Bank of Montreal, an estimated $106M added.
- The largest Essential Utilities seller in Q4 2020 was Zimmer Partners, an estimated $360M sold.
Based on aggregated 13F filings for Q4 2020.