Question 1

Which hedge funds and institutional investors hold WTRG?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for WTRG shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for WTRG whale holdings?

Accepted Answer

Conviction level reflects how significant WTRG is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to WTRG, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for WTRG?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about WTRG?

Accepted Answer

QoQ changes for WTRG show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	12.4M	$500.6M	0.0%	$2896.4B
Millennium	4.1M	$163.6M	0.1%	$240.3B
Balyasny	3.1M	$124.4M	0.2%	$77.1B
Tudor	1.4M	$55.8M	0.1%	$53.9B
Arrowstreet	1.3M	$51.6M	0.0%	$184.8B
Geode Capital	1.1M	$43.7M	0.0%	$1607.5B
Gotham Asset	913.5K	$36.8M	0.1%	$32.7B
GMO	748.8K	$30.2M	0.1%	$39.1B
Epoch	657.3K	$26.5M	0.2%	$16.5B
Gabelli	587.5K	$23.7M	0.2%	$14.8B
Adage Capital	567.8K	$22.9M	0.0%	$64.8B
DE Shaw	558.5K	$22.5M	0.0%	$166.3B
BlackRock	474.7K	$19.1M	0.0%	$5723.5B
DFA	175.6K	$7.1M	0.0%	$481.4B
American Century	144.5K	$5.8M	0.0%	$194.3B
Bridgewater	75.0K	$3.0M	0.0%	$22.4B
Point72	74.9K	$3.0M	0.0%	$78.1B
Wellington	43.2K	$1.7M	0.0%	$535.5B
Citadel	25.0K	$1.0M	0.0%	$618.5B
Schonfeld	24.6K	$990K	0.0%	$14.2B
Marshall Wace	24.2K	$975K	0.0%	$100.4B
Brevan Howard	14.8K	$597K	0.0%	$11.3B
Citadel	9.8K	$395K	0.0%	$618.5B
Citadel	6.9K	$278K	—	$618.5B
ExodusPoint	5.0K	$203K	0.0%	$12.4B
Franklin Templeton	3.2K	$130K	—	$408.3B
Fidelity (FMR)	3.2K	$128K	—	$1898.4B
AQR Capital	1.2K	$48K	—	$218.4B
Northern Trust	1.1K	$42K	—	$756.6B
Neuberger Berman (Eisman)	27	$1K	—	$131.4B

WTRG

Who Holds WTRG

Changes This Quarter