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.
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
Top Buyers
| 1 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$22.8M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$21.1M |
| 3 |
Impax Asset Management Group
London,
United Kingdom
|
+$16.5M |
| 4 |
BlackRock
New York
|
+$14.6M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$12.8M |
Top Sellers
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$17.3M |
| 2 |
WG
Winton Group
London,
United Kingdom
|
-$11.8M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$11.1M |
| 4 |
Goldman Sachs
New York
|
-$10.9M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$9.66M |
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.