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WTRU

Essential Utilities, Inc.6.00% Tangible Equity Units
WTRU

Delisted

WTRU was delisted on the 29th of April, 2022.

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52 hedge funds and large institutions have $815M invested in Essential Utilities, Inc.6.00% Tangible Equity Units in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

11% more funds holding

Funds holding: 47 → 52 (+5)

6% more capital invested

Capital invested by funds: $768M → $815M (+$47.1M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
9
Increased
19
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
BlueCrest Capital Management
Jersey
+$56.1M
2
Franklin Resources
Franklin Resources
California
+$23.3M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$21.2M
4
Parallax Volatility Advisers
Parallax Volatility Advisers
California
+$21.2M
5
Wells Fargo
Wells Fargo
California
+$11.3M

Top Sellers

Rank Fund Capital Flow
1
SCM
Shaolin Capital Management
Florida
-$28.6M
2
CAM
Camden Asset Management
California
-$25.2M
3
TCM
Tenor Capital Management
New York
-$12.6M
4
Jane Street
Jane Street
New York
-$8.65M
5
Bank of America
Bank of America
North Carolina
-$8.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$4.75M -$4.03M -69,000 -47%
Goldman Sachs
27
Goldman Sachs
New York
$3.3M -$2.39M -40,857 -43%
Bank of America
28
Bank of America
North Carolina
$3.28M -$8.37M -143,100 -73%
JG
29
Jefferies Group
New York
$2.99M +$386K +6,598 +15%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$2.55M – – –
WMSA
31
Weiss Multi-Strategy Advisers
New York
$2.42M – – –
ES
32
Equitec Specialists
Illinois
$2.09M +$58.4K +999 +3%
RJA
33
Raymond James & Associates
Florida
$1.89M +$10.6K +181 +0.6%
CL
34
CSS LLC
Illinois
$1.75M -$4.39M -75,126 -72%
MA
35
MUFG Americas
New York
$1.69M -$3.92M -66,980 -70%
WAM
36
Water Asset Management
New York
$1.47M -$502K -8,580 -26%
WAM
37
Wolverine Asset Management
Illinois
$1.27M -$5.61M -95,859 -82%
Millennium Management
38
Millennium Management
New York
$1.09M +$134K +2,300 +15%
OCM
39
Oaktree Capital Management
California
$787K +$760K +13,000 New
CWM
40
Calamos Wealth Management
Illinois
$735K -$14.6K -250 -2%
Jane Street
41
Jane Street
New York
$607K -$8.65M -147,879 -94%
Macquarie Group
42
Macquarie Group
Australia
$606K – – –
TA
43
Teton Advisors
New York
$588K – – –
GF
44
Gabelli Funds
New York
$546K – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$362K -$113K -1,924 -24%
EM
46
ELCO Management
New York
$269K -$456K -7,806 -64%
TRCT
47
Tower Research Capital (TRC)
New York
$194K -$199K -3,399 -52%
PCM
48
Prelude Capital Management
New York
$31K – – –
Morgan Stanley
49
Morgan Stanley
New York
$22K +$21.8K +373 New
FPS
50
Fieldpoint Private Securities
Connecticut
$14K -$15.3K -261 -53%
1
2
3

WTRU Hedge Fund Activity: Q3 2019 in Review

52 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) for Q3 2019, worth a combined $815M — up 6.1% from $768M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WTRU positions and 4 closed out — a net gain of 5 holders — while 19 added to existing stakes and 17 trimmed.

The largest buyer was BlueCrest Capital Management, opening a new position worth an estimated $56.1M. The largest seller was Shaolin Capital Management, exiting entirely with an estimated $28.6M sold.

  • 52 institutional investors held Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) as of Q3 2019, up from 47 in Q2 2019.
  • Funds reported $815M of Essential Utilities, Inc.6.00% Tangible Equity Units stock for Q3 2019, up 6.1% quarter-over-quarter.
  • 9 funds opened new Essential Utilities, Inc.6.00% Tangible Equity Units positions in Q3 2019 and 4 closed out, a net change of +5 holders.
  • The largest Essential Utilities, Inc.6.00% Tangible Equity Units buyer in Q3 2019 was BlueCrest Capital Management, an estimated $56.1M added.
  • The largest Essential Utilities, Inc.6.00% Tangible Equity Units seller in Q3 2019 was Shaolin Capital Management, an estimated $28.6M sold.

Based on aggregated 13F filings for Q3 2019.