Essential Utilities
WTRG
588 hedge funds and large institutions have $7.99B invested in Essential Utilities in 2021 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 191 increasing their positions, 176 reducing their positions, and 62 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
33% more call options, than puts
Call options by funds: $4.16M | Put options by funds: $3.12M
9% more repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 176
3% more capital invested
Capital invested by funds: $7.76B → $7.99B (+$228M)
0.56% more ownership
Funds ownership: 70.76% → 71.32% (+0.56%)
10% less first-time investments, than exits
New positions opened: 56 | Existing positions closed: 62
2% less funds holding
Funds holding: 597 → 588 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$51M |
| 2 |
NIPH
NN Investment Partners Holdings
The Hague,
Netherlands
|
+$16.2M |
| 3 |
Canada Life
Winnipeg,
Manitoba, Canada
|
+$15.4M |
| 4 |
Impax Asset Management Group
London,
United Kingdom
|
+$15M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$18.3M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$12M |
| 3 |
RT
Rockland Trust
Hanover,
Massachusetts
|
-$11.7M |
| 4 |
Morgan Stanley
New York
|
-$9.16M |
| 5 |
ZP
Zimmer Partners
New York
|
-$8.26M |
WTRG Hedge Fund Activity: Q2 2021 in Review
588 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q2 2021, worth a combined $7.99B — up 2.9% from $7.76B a quarter earlier.
Sellers outnumbered buyers: 62 funds closed out of WTRG and 56 opened new positions — a net loss of 6 holders — while 176 trimmed existing stakes and 191 added.
The largest buyer was State Street, adding an estimated $51M. The largest seller was Ceredex Value Advisors, cutting an estimated $18.3M.
- 588 institutional investors held Essential Utilities (WTRG) as of Q2 2021, down from 597 in Q1 2021.
- Funds reported $7.99B of Essential Utilities stock for Q2 2021, up 2.9% quarter-over-quarter.
- 56 funds opened new Essential Utilities positions in Q2 2021 and 62 closed out, a net change of -6 holders.
- The largest Essential Utilities buyer in Q2 2021 was State Street, an estimated $51M added.
- The largest Essential Utilities seller in Q2 2021 was Ceredex Value Advisors, an estimated $18.3M sold.
Based on aggregated 13F filings for Q2 2021.