Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Essential Utils Inc (WTRG)

680 + Investors. Track Smart Money conviction in WTRG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
2Q ▲
Buyers last Q
48%

Smart Money Signals — WTRG

Based on 688 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added WTRG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
688 hedge funds hold WTRG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

313 buying334 selling
Last quarter: 334 funds reduced or exited vs 313 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-20 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 82 → 91 → 115 → 95. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 19% medium ■ 18% new
433 out of 688 hedge funds have held WTRG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

117 → 82 → 91 → 115 → 95 new funds/Q
New funds entering each quarter: 82 → 91 → 115 → 95. A growing number of institutions are discovering WTRG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 22% newcomers

■ 69% veterans ■ 9% 1-2yr ■ 22% new
Entry-cohort mix of 692 holders: 477 (69%) are 2+ year veterans, 65 entered 1–2 years ago, and 150 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
61 of 688 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in WTRG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WTRG

In 2026 Q1, 313 hedge funds were net buyers of WTRG (95 opened a new position, 218 added to an existing one), while 334 reduced or exited (243 trimmed, 91 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 40% of total institutional value in WTRG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 688.

Hedge Fund Ownership: WTRG

How many hedge funds hold WTRG — quarterly history vs. share price
Quarterly hedge fund ownership of WTRG vs. share price

Market Analysis: WTRG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WTRG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Essential Utils Inc (WTRG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WTRG has moved relative to its sector benchmark (XLU) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
WTRG
-8.9%
XLU
-1.9%

WTRG outperformed XLU by -7.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
WTRG
-0.9%
XLU
+2.6%

Since the filing became public, WTRG outperformed XLU by -3.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

37 top-rated funds 3 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: WTRG
680 + Investors

Track Smart Money conviction in WTRG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 680 684 -0.58%
13F Shares 214M 226M -5.38%
Total Value $8.40B $8.64B -2.8%
New Positions 93 115 -22
Increased Positions 214 201 +13
Closed Positions 97 96 +1
Reduced Positions 239 230 +9
Total Calls 2 4 -50.0%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 1.0 0.75 Neutral

Statistics: WTRG

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Institutional Holders (2026 Q1)

680 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WTRG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 WTRG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kintayl Capital LP 7.53% 359,033 $14.5M
2 Olympiad Research LP 4.64% 37,813 $1.5M
3 ANTIPODES PARTNERS Ltd 2.34% 3,018,815 $121.6M
4 Wills Financial Group LLC 2.18% 152,897 $5.8M
5 John G Ullman & Associates Inc 2.15% 403,549 $16.3M
6 AQR Arbitrage LLC 2.07% 3,137,219 $126.3M
7 Weaver C. Barksdale & Associates, Inc. 1.63% 42,466 $1.7M
8 Aurora Investment Counsel 1.58% 70,684 $2.8M
9 Versor Investments LP 1.22% 12,413 $500K
10 Econ Financial Services Corp 1.18% 63,358 $2.6M
11 Coston, McIsaac & Partners 1.11% 122,079 $4.9M
12 Nuance Investments, LLC 1.09% 194,800 $7.8M
13 Duff & Phelps Investment Management Co 0.92% 2,188,784 $88.1M
14 Christine Messmer Pc 0.91% 35,250 $1.4M
15 Blossom Wealth Management 0.90% 15,069 $607K
16 Trium Capital LLP 0.90% 31,621 $1.3M
17 Boston Trust Walden Corp 0.82% 2,481,448 $99.9M
18 Hamilton Point Investment Advisors, LLC 0.82% 132,090 $5.3M
19 First National Bank & Trust Co of Newtown 0.81% 92,939 $3.7M
20 Folger Nolan Fleming Douglas Capital Management, Inc 0.77% 213,511 $8.6M
21 BTG Pactual Asset Management US LLC 0.76% 217,672 $8.8M
22 Agp Franklin, LLC 0.68% 33,849 $1.4M
23 Hamrick Investment Counsel, llc 0.66% 23,066 $885K
24 Mirova 0.64% 392,726 $15.8M
25 Abc Arbitrage SA 0.61% 113,982 $4.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Essential Utils Inc (WTRG)

What does the Smart Money Trend signal show for WTRG?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added WTRG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WTRG?

More sellers than buyers — 48% buying: Last quarter: 334 funds reduced or exited vs 313 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for WTRG holders?

Elite ownership — 40% AUM from top-100 funds: 61 of 688 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in WTRG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WTRG?

63% of holders stayed for 2+ years: 433 out of 688 hedge funds have held WTRG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Essential Utils Inc (WTRG) following the 2026 Q1 hedge fund 13F filings?

As of today, WTRG has moved -0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.6% for the XLU sector ETF — an outperformance of -3.5%. Since the quarter end (March 31, 2026), WTRG has gained -8.9% vs -1.9% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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