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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
SLG
176
Stanley-Laman Group
Pennsylvania
$1.11M +$34.5K +996 +3%
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$1.1M +$146K +4,217 +15%
IA
178
Independence Advisors
Pennsylvania
$1.1M +$35 +1 +0%
William Blair Investment Management
179
William Blair Investment Management
Illinois
$1.09M +$162K +4,682 +17%
AG
180
Advisor Group
Arizona
$1.08M +$15.4K +443 +1%
COPPSERS
181
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.07M -$171K -4,923 -14%
FANJ
182
Financial Architects (New Jersey)
New Jersey
$1.05M – – –
N
183
Natixis
France
$1.04M +$1.06M +30,543 New
TRSOTSOK
184
Teachers Retirement System of the State of Kentucky
Kentucky
$1.04M – – –
CHAM
185
Clear Harbor Asset Management
Connecticut
$1.04M +$90.3K +2,605 +9%
TAM
186
Tyers Asset Management
Texas
$1.03M +$107K +3,080 +11%
H
187
HoyleCohen
California
$1.01M -$2.6K -75 -0.3%
FPFS
188
First Personal Financial Services
North Carolina
$1.01M -$154K -4,437 -13%
US Bancorp
189
US Bancorp
Minnesota
$1.01M -$151K -4,357 -13%
EAM
190
Erste Asset Management
Austria
$1M +$1.04M +30,000 New
Public Employees Retirement Association of Colorado
191
Public Employees Retirement Association of Colorado
Colorado
$977K -$2.6K -75 -0.3%
SOADOR
192
State of Alaska Department of Revenue
Alaska
$968K +$339K +9,790 +53%
JIM
193
Jupiter Investment Management
United Kingdom
$968K +$982K +28,314 New
JG
194
Jefferies Group
New York
$963K +$726K +20,922 +289%
Envestnet Asset Management
195
Envestnet Asset Management
Illinois
$962K +$976K +28,138 New
GWCM
196
Godshalk Welsh Capital Management
Pennsylvania
$959K -$36.6K -1,056 -4%
PP
197
Paloma Partners
Connecticut
$957K +$970K +27,977 New
GIP
198
Granite Investment Partners
California
$955K +$969K +27,933 New
BCM
199
BlueCrest Capital Management
Jersey
$951K +$964K +27,807 New
William Blair & Company
200
William Blair & Company
Illinois
$947K – – –
6 7
8
9 10

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.