Essential Utilities, Inc.6.00% Tangible Equity Units
WTRU
WTRU was delisted on the 29th of April, 2022.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
+$56.1M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$23.3M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$21.2M |
| 4 |
Parallax Volatility Advisers
San Francisco,
California
|
+$21.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Shaolin Capital Management
Miami,
Florida
|
-$28.6M |
| 2 |
CAM
Camden Asset Management
Los Angeles,
California
|
-$25.2M |
| 3 |
TCM
Tenor Capital Management
New York
|
-$12.6M |
| 4 |
Jane Street
New York
|
-$8.65M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$8.37M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $10K | +$9.88K | +169 | New |
|
52
Rockefeller Capital Management
New York
| $8K | +$7.43K | +127 | New |
|
|
AG
53
Advisor Group
Phoenix,
Arizona
| $7K | – | – | – |
|
|
SFS
54
Sowell Financial Services
North Little Rock,
Arkansas
| $5K | +$4.97K | +85 | New |
|
|
SCM
55
Shaolin Capital Management
Miami,
Florida
| – | -$28.6M | -500,500 | Closed |
|
|
TCM
56
Tenor Capital Management
New York
| – | -$12.6M | -220,000 | Closed |
|
|
SB
57
Suntrust Banks
Atlanta,
Georgia
| – | -$3.46M | -60,697 | Closed |
|
|
WHG
58
Westwood Holdings Group
Dallas,
Texas
| – | -$407K | -7,150 | Closed |
|
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.