Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Essential Utils Inc (WTRG)

688 + 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
↑ +3
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — WTRG

Based on 694 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
694 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding WTRG is almost the same as a year ago (+22 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

339 buying310 selling
Last quarter: 339 funds bought or added vs 310 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 91 → 115 → 96 → 83. 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+) ■ 20% medium ■ 17% new
440 out of 694 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.
➡️

Steady discovery — ~83 new funds/quarter

83 → 91 → 115 → 96 → 83 new funds/Q
New funds entering each quarter: 91 → 115 → 96 → 83. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 70% veterans vs 20% newcomers

■ 70% veterans ■ 10% 1-2yr ■ 20% new
Entry-cohort mix of 698 holders: 487 (70%) are 2+ year veterans, 72 entered 1–2 years ago, and 139 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
63 of 694 holders are among the 100 largest funds by AUM, controlling 56% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q2, 339 hedge funds were net buyers of WTRG (83 opened a new position, 256 added to an existing one), while 310 reduced or exited (230 trimmed, 80 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 56% of total institutional value in WTRG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 694.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 2 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: WTRG
688 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 688 691 -0.43%
13F Shares 223M 216M 3.21%
Total Value $8.35B $8.50B -1.71%
New Positions 80 96 -16
Increased Positions 253 215 +38
Closed Positions 83 90 -7
Reduced Positions 228 245 -17
Total Calls 2 2 -
Total Puts 2 2 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: WTRG

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Institutional Holders (2026 Q2)

688 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kintayl Capital LP 7.04% 462,708 $17.7M
2 Nexpoint Asset Management, L.P. 4.56% 1,780,349 $68.2M
3 Olympiad Research LP 3.01% 37,813 $1.4M
4 ANTIPODES PARTNERS Ltd 2.29% 3,266,286 $125.1M
5 Wills Financial Group LLC 2.12% 152,307 $5.8M
6 AQR Arbitrage LLC 2.10% 3,858,057 $147.8M
7 John G Ullman & Associates Inc 1.77% 380,232 $14.6M
8 Nuance Investments, LLC 1.56% 238,896 $9.2M
9 Weaver C. Barksdale & Associates, Inc. 1.46% 42,413 $1.6M
10 Aurora Investment Counsel 1.35% 68,633 $2.6M
11 Versor Investments LP 1.27% 15,762 $604K
12 Trium Capital LLP 1.05% 44,644 $1.7M
13 Coston, McIsaac & Partners 0.99% 128,308 $4.9M
14 Blossom Wealth Management 0.78% 14,521 $556K
15 Abc Arbitrage SA 0.75% 180,276 $6.9M
16 Christine Messmer Pc 0.74% 34,500 $1.3M
17 Duff & Phelps Investment Management Co 0.74% 2,054,683 $78.7M
18 Boston Trust Walden Corp 0.72% 2,463,461 $94.4M
19 First National Bank & Trust Co of Newtown 0.71% 87,439 $3.5M
20 Hamilton Point Investment Advisors, LLC 0.71% 130,855 $5.0M
21 Willow Creek Capital Management, Inc. 0.69% 18,417 $706K
22 CoreCommodity Management, LLC 0.66% 86,836 $3.3M
23 Folger Nolan Fleming Douglas Capital Management, Inc 0.66% 211,374 $8.1M
24 Hamrick Investment Counsel, llc 0.61% 23,896 $915K
25 Mirova 0.56% 398,722 $15.3M
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 — 3 quarters in a row: For 3 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?

Slight buying edge — 52% buying: Last quarter: 339 funds bought or added vs 310 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WTRG holders?

Elite ownership — 56% AUM from top-100 funds: 63 of 694 holders are among the 100 largest funds by AUM, controlling 56% 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: 440 out of 694 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.

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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