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WTRU

Essential Utilities, Inc.6.00% Tangible Equity Units

Delisted

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

47 hedge funds and large institutions have $768M invested in Essential Utilities, Inc.6.00% Tangible Equity Units in 2019 Q2 according to their latest regulatory filings, with 47 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+47
Holders Change %
% of All Funds
1.02%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
47
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1
Camden Asset Management
California
$79.3M +$77M +1,386,225 New
NI
2
Nuance Investments
Missouri
$64.5M +$62.8M +1,130,923 New
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$56.5M +$55.5M +998,499 New
Franklin Resources
4
Franklin Resources
California
$54.7M +$53.3M +960,000 New
BCM
5
BlueCrest Capital Management
Jersey
$53.8M
Calamos Advisors
6
Calamos Advisors
Illinois
$51.2M +$50M +899,144 New
Ameriprise
7
Ameriprise
Minnesota
$41.2M +$40.1M +722,042 New
Wells Fargo
8
Wells Fargo
California
$41.1M +$40.1M +721,125 New
SCM
9
Shaolin Capital Management
Florida
$28.6M +$27.8M +500,500 New
PAMP
10
Polar Asset Management Partners
Ontario, Canada
$28.6M +$27.8M +500,000 New
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.6M +$24.8M +445,800 New
BlackRock
12
BlackRock
New York
$23.6M +$23.1M +415,033 New
State Street
13
State Street
Massachusetts
$19.7M +$19.2M +345,000 New
Barclays
14
Barclays
United Kingdom
$18.5M +$18.1M +325,000 New
Geode Capital Management
15
Geode Capital Management
Massachusetts
$17.1M
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$14.3M +$13.9M +250,000 New
Invesco
17
Invesco
Georgia
$13.8M +$13.5M +242,200 New
Parallax Volatility Advisers
18
Parallax Volatility Advisers
California
$13.2M +$12.9M +231,765 New
TCM
19
Tenor Capital Management
New York
$12.6M +$12.2M +220,000 New
Bank of America
20
Bank of America
North Carolina
$11.2M +$11M +197,195 New
Jane Street
21
Jane Street
New York
$9M +$8.77M +157,890 New
Fidelity Investments
22
Fidelity Investments
Massachusetts
$8.43M +$8.2M +147,500 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$8.31M
VanEck Associates
24
VanEck Associates
New York
$7.86M +$7.67M +138,001 New
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$7.18M +$7M +126,000 New

WTRU Hedge Fund Activity: Q2 2019 in Review

47 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) for Q2 2019, worth a combined $768M.

Buyers outnumbered sellers: 47 funds opened new WTRU positions and 0 closed out — a net gain of 47 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Camden Asset Management, opening a new position worth an estimated $77M.

  • 47 institutional investors held Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) as of Q2 2019, up from 0 in Q1 2019.
  • Funds reported $768M of Essential Utilities, Inc.6.00% Tangible Equity Units stock for Q2 2019.
  • 47 funds opened new Essential Utilities, Inc.6.00% Tangible Equity Units positions in Q2 2019 and 0 closed out, a net change of +47 holders.
  • The largest Essential Utilities, Inc.6.00% Tangible Equity Units buyer in Q2 2019 was Camden Asset Management, an estimated $77M added.

Based on aggregated 13F filings for Q2 2019.