Essential Utilities
WTRG
319 hedge funds and large institutions have $1.88B invested in Essential Utilities in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 113 increasing their positions, 99 reducing their positions, and 28 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 99
1% less funds holding
Funds holding: 322 → 319 (-3)
7% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 28
1.8% less ownership
Funds ownership: 47.26% → 45.46% (-1.8%)
13% less capital invested
Capital invested by funds: $2.17B → $1.88B (-$291M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
22% less call options, than puts
Call options by funds: $1.21M | Put options by funds: $1.55M
Top Buyers
| 1 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$9.56M |
| 2 |
NG
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
+$7.13M |
| 3 |
Renaissance Technologies
New York
|
+$5.08M |
| 4 |
Goldman Sachs
New York
|
+$5.05M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$3.61M |
Top Sellers
| 1 |
SO
STRS Ohio
Columbus,
Ohio
|
-$35.5M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$34.2M |
| 3 |
State Street
Boston,
Massachusetts
|
-$27.2M |
| 4 |
PP
PDT Partners
New York
|
-$7.39M |
| 5 |
SG Americas Securities
New York
|
-$6.32M |
WTRG Hedge Fund Activity: Q3 2014 in Review
319 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q3 2014, worth a combined $1.88B — down 13% from $2.17B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of WTRG and 26 opened new positions — a net loss of 2 holders — while 99 trimmed existing stakes and 113 added.
The largest buyer was Pictet Asset Management (UK), adding an estimated $9.56M. The largest seller was STRS Ohio, exiting entirely with an estimated $35.5M sold.
- 319 institutional investors held Essential Utilities (WTRG) as of Q3 2014, down from 322 in Q2 2014.
- Funds reported $1.88B of Essential Utilities stock for Q3 2014, down 13% quarter-over-quarter.
- 26 funds opened new Essential Utilities positions in Q3 2014 and 28 closed out, a net change of -2 holders.
- The largest Essential Utilities buyer in Q3 2014 was Pictet Asset Management (UK), an estimated $9.56M added.
- The largest Essential Utilities seller in Q3 2014 was STRS Ohio, an estimated $35.5M sold.
Based on aggregated 13F filings for Q3 2014.