Essential Utilities
WTRG
544 hedge funds and large institutions have $6.21B invested in Essential Utilities in 2019 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 218 increasing their positions, 117 reducing their positions, and 50 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 218 | Existing positions reduced: 117
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
61% more capital invested
Capital invested by funds: $3.87B → $6.21B (+$2.35B)
36% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 50
7.49% more ownership
Funds ownership: 59.53% → 67.02% (+7.5%)
1% more funds holding
Funds holding: 537 → 544 (+7)
0% more call options, than puts
Call options by funds: $3.76M | Put options by funds: $3.74M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
+$436M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$135M |
| 3 |
BlackRock
New York
|
+$127M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$101M |
| 5 |
Jennison Associates
New York
|
+$93.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$18.4M |
| 2 |
Two Sigma Investments
New York
|
-$17.7M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$13.6M |
| 4 |
Impax Asset Management Group
London,
United Kingdom
|
-$9.36M |
| 5 |
BNP Paribas Asset Management
Paris,
France
|
-$7.77M |
WTRG Hedge Fund Activity: Q2 2019 in Review
544 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q2 2019, worth a combined $6.21B — up 61% from $3.87B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new WTRG positions and 50 closed out — a net gain of 18 holders — while 218 added to existing stakes and 117 trimmed.
The largest buyer was Zimmer Partners, opening a new position worth an estimated $436M. The largest seller was Bank of America, cutting an estimated $18.4M.
- 544 institutional investors held Essential Utilities (WTRG) as of Q2 2019, up from 537 in Q1 2019.
- Funds reported $6.21B of Essential Utilities stock for Q2 2019, up 61% quarter-over-quarter.
- 68 funds opened new Essential Utilities positions in Q2 2019 and 50 closed out, a net change of +18 holders.
- The largest Essential Utilities buyer in Q2 2019 was Zimmer Partners, an estimated $436M added.
- The largest Essential Utilities seller in Q2 2019 was Bank of America, an estimated $18.4M sold.
Based on aggregated 13F filings for Q2 2019.