Essential Utilities
WTRG
625 hedge funds and large institutions have $7.63B invested in Essential Utilities in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 192 increasing their positions, 221 reducing their positions, and 78 closing their positions.
77% more call options, than puts
Call options by funds: $8M | Put options by funds: $4.53M
0.09% more ownership
Funds ownership: 72.23% → 72.32% (+0.09%)
4% less funds holding
Funds holding: 648 → 625 (-23)
8% less capital invested
Capital invested by funds: $8.32B → $7.63B (-$691M)
13% less repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 221
24% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 78
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$51.1M |
| 2 |
Amundi
Paris,
France
|
+$43.9M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
+$30.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$26.9M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$23.9M |
Top Sellers
WTRG Hedge Fund Activity: Q2 2023 in Review
625 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q2 2023, worth a combined $7.63B — down 8.3% from $8.32B a quarter earlier.
Sellers outnumbered buyers: 78 funds closed out of WTRG and 59 opened new positions — a net loss of 19 holders — while 221 trimmed existing stakes and 192 added.
The largest buyer was Macquarie Group, adding an estimated $51.1M. The largest seller was Brookfield Corp, cutting an estimated $58.5M.
- 625 institutional investors held Essential Utilities (WTRG) as of Q2 2023, down from 648 in Q1 2023.
- Funds reported $7.63B of Essential Utilities stock for Q2 2023, down 8.3% quarter-over-quarter.
- 59 funds opened new Essential Utilities positions in Q2 2023 and 78 closed out, a net change of -19 holders.
- The largest Essential Utilities buyer in Q2 2023 was Macquarie Group, an estimated $51.1M added.
- The largest Essential Utilities seller in Q2 2023 was Brookfield Corp, an estimated $58.5M sold.
Based on aggregated 13F filings for Q2 2023.