Essential Utilities
WTRG
571 hedge funds and large institutions have $6.96B invested in Essential Utilities in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 188 increasing their positions, 179 reducing their positions, and 49 closing their positions.
75% more call options, than puts
Call options by funds: $5.92M | Put options by funds: $3.39M
10% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 49
2.56% more ownership
Funds ownership: 68.1% → 70.67% (+2.6%)
5% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 179
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0% less funds holding
Funds holding: 572 → 571 (-1)
1% less capital invested
Capital invested by funds: $7.05B → $6.96B (-$89.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KBC Group
Brussels,
Belgium
|
+$41.6M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$37.1M |
| 3 |
Morgan Stanley
New York
|
+$26.9M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$21.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$19.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$46.5M |
| 2 |
BlackRock
New York
|
-$17.6M |
| 3 |
Axa
Paris,
France
|
-$10.6M |
| 4 |
RA
Royce & Associates
New York
|
-$10.6M |
| 5 |
Zurich Cantonal Bank
Zurich,
Switzerland
|
-$9.46M |
WTRG Hedge Fund Activity: Q3 2020 in Review
571 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q3 2020, worth a combined $6.96B — down 1.3% from $7.05B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new WTRG positions and 49 closed out — a net gain of 5 holders — while 188 added to existing stakes and 179 trimmed.
The largest buyer was KBC Group, adding an estimated $41.6M. The largest seller was Vanguard Group, cutting an estimated $46.5M.
- 571 institutional investors held Essential Utilities (WTRG) as of Q3 2020, down from 572 in Q2 2020.
- Funds reported $6.96B of Essential Utilities stock for Q3 2020, down 1.3% quarter-over-quarter.
- 54 funds opened new Essential Utilities positions in Q3 2020 and 49 closed out, a net change of +5 holders.
- The largest Essential Utilities buyer in Q3 2020 was KBC Group, an estimated $41.6M added.
- The largest Essential Utilities seller in Q3 2020 was Vanguard Group, an estimated $46.5M sold.
Based on aggregated 13F filings for Q3 2020.