Essential Utilities
WTRG
579 hedge funds and large institutions have $6.72B invested in Essential Utilities in 2020 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 168 increasing their positions, 195 reducing their positions, and 102 closing their positions.
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
4.01% more ownership
Funds ownership: 70.22% → 74.23% (+4%)
4% more call options, than puts
Call options by funds: $7.13M | Put options by funds: $6.86M
10% less first-time investments, than exits
New positions opened: 92 | Existing positions closed: 102
3% less funds holding
Funds holding: 595 → 579 (-16)
5% less capital invested
Capital invested by funds: $7.11B → $6.72B (-$391M)
14% less repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 195
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$1.02B |
| 2 |
Franklin Resources
San Mateo,
California
|
+$82.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$29.1M |
| 4 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$20.3M |
| 5 |
TIA
Tandem Investment Advisors
Charleston,
South Carolina
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPSG
Brookfield Public Securities Group
New York
|
-$172M |
| 2 |
ZP
Zimmer Partners
New York
|
-$67.7M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$53.3M |
| 4 |
BlackRock
New York
|
-$37.6M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$32.6M |
WTRG Hedge Fund Activity: Q1 2020 in Review
579 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q1 2020, worth a combined $6.72B — down 5.5% from $7.11B a quarter earlier.
Sellers outnumbered buyers: 102 funds closed out of WTRG and 92 opened new positions — a net loss of 10 holders — while 195 trimmed existing stakes and 168 added.
The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $1.02B. The largest seller was Brookfield Public Securities Group, exiting entirely with an estimated $172M sold.
- 579 institutional investors held Essential Utilities (WTRG) as of Q1 2020, down from 595 in Q4 2019.
- Funds reported $6.72B of Essential Utilities stock for Q1 2020, down 5.5% quarter-over-quarter.
- 92 funds opened new Essential Utilities positions in Q1 2020 and 102 closed out, a net change of -10 holders.
- The largest Essential Utilities buyer in Q1 2020 was Canada Pension Plan Investment Board, an estimated $1.02B added.
- The largest Essential Utilities seller in Q1 2020 was Brookfield Public Securities Group, an estimated $172M sold.
Based on aggregated 13F filings for Q1 2020.