Essential Utilities
WTRG
337 hedge funds and large institutions have $2.15B invested in Essential Utilities in 2014 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 90 increasing their positions, 116 reducing their positions, and 21 closing their positions.
144% more call options, than puts
Call options by funds: $2.81M | Put options by funds: $1.15M
124% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 21
14% more capital invested
Capital invested by funds: $1.88B → $2.15B (+$270M)
6% more funds holding
Funds holding: 319 → 337 (+18)
0.48% more ownership
Funds ownership: 45.46% → 45.94% (+0.48%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
22% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 116
Top Buyers
| 1 |
State Street
Boston,
Massachusetts
|
+$22.1M |
| 2 |
Renaissance Technologies
New York
|
+$10.2M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$9.55M |
| 4 |
QI
QS Investors
New York
|
+$9.23M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$7.81M |
Top Sellers
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$21.4M |
| 2 |
Goldman Sachs
New York
|
-$8.21M |
| 3 |
RS
Robeco Schweiz
Zurich,
Switzerland
|
-$7.93M |
| 4 |
WAM
Water Asset Management
New York
|
-$7.55M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$5.43M |
WTRG Hedge Fund Activity: Q4 2014 in Review
337 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q4 2014, worth a combined $2.15B — up 14% from $1.88B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new WTRG positions and 21 closed out — a net gain of 26 holders — while 90 added to existing stakes and 116 trimmed.
The largest buyer was State Street, adding an estimated $22.1M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $21.4M sold.
- 337 institutional investors held Essential Utilities (WTRG) as of Q4 2014, up from 319 in Q3 2014.
- Funds reported $2.15B of Essential Utilities stock for Q4 2014, up 14% quarter-over-quarter.
- 47 funds opened new Essential Utilities positions in Q4 2014 and 21 closed out, a net change of +26 holders.
- The largest Essential Utilities buyer in Q4 2014 was State Street, an estimated $22.1M added.
- The largest Essential Utilities seller in Q4 2014 was Baillie Gifford & Co, an estimated $21.4M sold.
Based on aggregated 13F filings for Q4 2014.