We are live on ! Find out more
WTRU

Essential Utilities, Inc.6.00% Tangible Equity Units
WTRU

Delisted

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

Back to rankings

41 hedge funds and large institutions have $420M invested in Essential Utilities, Inc.6.00% Tangible Equity Units in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

3% more funds holding

Funds holding: 40 → 41 (+1)

8% less capital invested

Capital invested by funds: $456M → $420M (-$35.8M)

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
BlueCrest Capital Management
Jersey
+$8.23M
2
WAM
Wolverine Asset Management
Illinois
+$6.03M
3
VanEck Associates
VanEck Associates
New York
+$4.85M
4
Bank of America
Bank of America
North Carolina
+$4.05M
5
TCA
Tortoise Capital Advisors
Kansas
+$3.49M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$16.7M
2
CAM
Camden Asset Management
California
-$8.61M
3
JP Morgan Chase
JP Morgan Chase
New York
-$6.91M
4
State Street
State Street
Massachusetts
-$3.34M
5
Morgan Stanley
Morgan Stanley
New York
-$2.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
26
Advent Capital Management
New York
$823K +$46.8K +805 +6%
EM
27
ELCO Management
New York
$519K -$271K -4,669 -34%
AWM
28
AE Wealth Management
Kansas
$482K +$489K +8,425 New
Jane Street
29
Jane Street
New York
$470K +$477K +8,217 New
SIM
30
SSI Investment Management
California
$440K -$1.58M -27,190 -78%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$385K – – –
Truist Financial
32
Truist Financial
North Carolina
$271K +$3.54K +61 +1%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$260K – – –
Morgan Stanley
34
Morgan Stanley
New York
$70K -$2.74M -47,215 -97%
N
35
Nuveen
North Carolina
$51K – – –
TRCT
36
Tower Research Capital (TRC)
New York
$48K +$48.7K +838 New
Citigroup
37
Citigroup
New York
$19K +$19.8K +340 New
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$12K -$2.44K -42 -17%
EI
39
Ellevest Inc
New York
$12K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$5K – – –
SFS
41
Sowell Financial Services
Arkansas
$5K – – –
Osaic Holdings
42
Osaic Holdings
Arizona
$4K +$2.32K +40 +98%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$3K +$3.37K +58 New
EIP
44
Ellis Investment Partners
Pennsylvania
$1K – – –
CAM
45
Camden Asset Management
California
– -$8.61M -142,098 Closed
GF
46
Gabelli Funds
New York
– -$1.06M -17,030 Closed
CAM
47
Cozad Asset Management
Illinois
– -$732K -11,796 Closed
TA
48
Teton Advisors
New York
– -$355K -5,720 Closed
ASN
49
Advisory Services Network
Georgia
– -$21K -334 Closed
UBS Group
50
UBS Group
Switzerland
– -$6K -100 Closed
1
2

WTRU Hedge Fund Activity: Q1 2021 in Review

41 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) for Q1 2021, worth a combined $420M — down 7.8% from $456M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WTRU positions and 6 closed out — a net gain of 2 holders — while 13 added to existing stakes and 11 trimmed.

The largest buyer was BlueCrest Capital Management, adding an estimated $8.23M. The largest seller was Ameriprise, cutting an estimated $16.7M.

  • 41 institutional investors held Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) as of Q1 2021, up from 40 in Q4 2020.
  • Funds reported $420M of Essential Utilities, Inc.6.00% Tangible Equity Units stock for Q1 2021, down 7.8% quarter-over-quarter.
  • 8 funds opened new Essential Utilities, Inc.6.00% Tangible Equity Units positions in Q1 2021 and 6 closed out, a net change of +2 holders.
  • The largest Essential Utilities, Inc.6.00% Tangible Equity Units buyer in Q1 2021 was BlueCrest Capital Management, an estimated $8.23M added.
  • The largest Essential Utilities, Inc.6.00% Tangible Equity Units seller in Q1 2021 was Ameriprise, an estimated $16.7M sold.

Based on aggregated 13F filings for Q1 2021.