Essential Utilities
WTRG
598 hedge funds and large institutions have $7.74B invested in Essential Utilities in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 207 increasing their positions, 186 reducing their positions, and 54 closing their positions.
78% more call options, than puts
Call options by funds: $5.66M | Put options by funds: $3.18M
11% more repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 186
9% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 54
0% more funds holding
Funds holding: 598 → 598 (0)
0.76% less ownership
Funds ownership: 71.15% → 70.39% (-0.76%)
6% less capital invested
Capital invested by funds: $8.25B → $7.74B (-$510M)
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$56.7M |
| 2 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$39M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$29.7M |
| 4 |
Millennium Management
New York
|
+$26.7M |
| 5 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$113M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$76.4M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$49.8M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$39.6M |
| 5 |
Morgan Stanley
New York
|
-$37.7M |
WTRG Hedge Fund Activity: Q1 2021 in Review
598 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q1 2021, worth a combined $7.74B — down 6.2% from $8.25B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new WTRG positions and 54 closed out — a net gain of 5 holders — while 207 added to existing stakes and 186 trimmed.
The largest buyer was BlackRock, adding an estimated $56.7M. The largest seller was Pictet Asset Management (UK), cutting an estimated $113M.
- 598 institutional investors held Essential Utilities (WTRG) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $7.74B of Essential Utilities stock for Q1 2021, down 6.2% quarter-over-quarter.
- 59 funds opened new Essential Utilities positions in Q1 2021 and 54 closed out, a net change of +5 holders.
- The largest Essential Utilities buyer in Q1 2021 was BlackRock, an estimated $56.7M added.
- The largest Essential Utilities seller in Q1 2021 was Pictet Asset Management (UK), an estimated $113M sold.
Based on aggregated 13F filings for Q1 2021.