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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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49 hedge funds and large institutions have $505M invested in Essential Utilities, Inc.6.00% Tangible Equity Units in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 52 → 49 (-3)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

38% less capital invested

Capital invested by funds: $815M → $505M (-$310M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
49
Holders Change
-3
Holders Change %
-5.77%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
15
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$14.3M
2
Wells Fargo
Wells Fargo
California
+$7.21M
3
PI
Putnam Investments
Massachusetts
+$5.88M
4
JP Morgan Chase
JP Morgan Chase
New York
+$4.29M
5
CL
CSS LLC
Illinois
+$3.69M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$82.3M
2
BCM
BlueCrest Capital Management
Jersey
-$58.2M
3
CAM
Camden Asset Management
California
-$57M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$45.9M
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$32.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$2.64M +$678K +11,213 +36%
Mirae Asset Global Investments
27
Mirae Asset Global Investments
South Korea
$2.64M +$2.56M +42,282 New
JG
28
Jefferies Group
New York
$2.52M -$545K -9,016 -18%
WMSA
29
Weiss Multi-Strategy Advisers
New York
$2.49M – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.87M – – –
WAM
31
Water Asset Management
New York
$1.62M +$109K +1,810 +7%
Macquarie Group
32
Macquarie Group
Australia
$1.35M +$701K +11,600 +116%
Truist Financial
33
Truist Financial
North Carolina
$1.19M +$1.15M +19,026 New
Citigroup
34
Citigroup
New York
$1.12M +$1.09M +18,023 New
ES
35
Equitec Specialists
Illinois
$867K -$1.25M -20,610 -60%
Millennium Management
36
Millennium Management
New York
$810K -$306K -5,059 -28%
OCM
37
Oaktree Capital Management
California
$810K – – –
CAM
38
Camden Asset Management
California
$781K -$57M -942,225 -99%
TA
39
Teton Advisors
New York
$609K – – –
GF
40
Gabelli Funds
New York
$566K – – –
EM
41
ELCO Management
New York
$391K +$111K +1,831 +41%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$378K +$5.14K +85 +1%
BAM
43
Blueshift Asset Management
New Jersey
$226K +$219K +3,630 New
Morgan Stanley
44
Morgan Stanley
New York
$145K +$118K +1,951 +523%
TRCT
45
Tower Research Capital (TRC)
New York
$99K -$97.1K -1,606 -50%
FPS
46
Fieldpoint Private Securities
Connecticut
$41K +$25.8K +426 +183%
PCM
47
Prelude Capital Management
New York
$32K – – –
ASN
48
Advisory Services Network
Georgia
$23K +$22.5K +372 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$11K – – –
AG
50
Advisor Group
Arizona
$5K -$2.72K -45 -38%
1
2
3

WTRU Hedge Fund Activity: Q4 2019 in Review

49 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) for Q4 2019, worth a combined $505M — down 38% from $815M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of WTRU and 7 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 15 added.

The largest buyer was Lord, Abbett & Co, adding an estimated $14.3M. The largest seller was Franklin Resources, exiting entirely with an estimated $82.3M sold.

  • 49 institutional investors held Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) as of Q4 2019, down from 52 in Q3 2019.
  • Funds reported $505M of Essential Utilities, Inc.6.00% Tangible Equity Units stock for Q4 2019, down 38% quarter-over-quarter.
  • 7 funds opened new Essential Utilities, Inc.6.00% Tangible Equity Units positions in Q4 2019 and 10 closed out, a net change of -3 holders.
  • The largest Essential Utilities, Inc.6.00% Tangible Equity Units buyer in Q4 2019 was Lord, Abbett & Co, an estimated $14.3M added.
  • The largest Essential Utilities, Inc.6.00% Tangible Equity Units seller in Q4 2019 was Franklin Resources, an estimated $82.3M sold.

Based on aggregated 13F filings for Q4 2019.