Essential Utilities
WTRG
648 hedge funds and large institutions have $8.34B invested in Essential Utilities in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 212 increasing their positions, 222 reducing their positions, and 59 closing their positions.
179% more call options, than puts
Call options by funds: $12.4M | Put options by funds: $4.46M
12% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 59
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
5% less repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 222
1.01% less ownership
Funds ownership: 73.24% → 72.23% (-1%)
1% less funds holding
Funds holding: 655 → 648 (-7)
9% less capital invested
Capital invested by funds: $9.15B → $8.34B (-$817M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Amundi
Paris,
France
|
+$48.8M |
| 2 |
Cohen & Steers
New York
|
+$38.7M |
| 3 |
Millennium Management
New York
|
+$26.6M |
| 4 |
BlackRock
New York
|
+$26M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$17.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Impax Asset Management Group
London,
United Kingdom
|
-$195M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$63.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$60.8M |
| 4 |
State Street
Boston,
Massachusetts
|
-$40.4M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$28.8M |
WTRG Hedge Fund Activity: Q1 2023 in Review
648 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q1 2023, worth a combined $8.34B — down 8.9% from $9.15B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new WTRG positions and 59 closed out — a net gain of 7 holders — while 212 added to existing stakes and 222 trimmed.
The largest buyer was Amundi, adding an estimated $48.8M. The largest seller was Impax Asset Management Group, cutting an estimated $195M.
- 648 institutional investors held Essential Utilities (WTRG) as of Q1 2023, down from 655 in Q4 2022.
- Funds reported $8.34B of Essential Utilities stock for Q1 2023, down 8.9% quarter-over-quarter.
- 66 funds opened new Essential Utilities positions in Q1 2023 and 59 closed out, a net change of +7 holders.
- The largest Essential Utilities buyer in Q1 2023 was Amundi, an estimated $48.8M added.
- The largest Essential Utilities seller in Q1 2023 was Impax Asset Management Group, an estimated $195M sold.
Based on aggregated 13F filings for Q1 2023.