Essential Utilities, Inc.6.00% Tangible Equity Units
WTRU
WTRU was delisted on the 29th of April, 2022.
39 hedge funds and large institutions have $423M invested in Essential Utilities, Inc.6.00% Tangible Equity Units in 2020 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 5 closing their positions.
7% more capital invested
Capital invested by funds: $397M → $423M (+$26.2M)
11% less funds holding
Funds holding: 44 → 39 (-5)
42% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 19
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$16.6M |
| 2 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
+$8.94M |
| 3 |
State Street
Boston,
Massachusetts
|
+$4.18M |
| 4 |
MA
MUFG Americas
New York
|
+$3.12M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$827K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Camden Asset Management
Los Angeles,
California
|
-$5.45M |
| 2 |
Parallax Volatility Advisers
San Francisco,
California
|
-$5.27M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.49M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$2.18M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$1.56M |
WTRU Hedge Fund Activity: Q2 2020 in Review
39 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) for Q2 2020, worth a combined $423M — up 6.6% from $397M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of WTRU and 0 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 11 added.
The largest buyer was BlackRock, adding an estimated $16.6M. The largest seller was Camden Asset Management, cutting an estimated $5.45M.
- 39 institutional investors held Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) as of Q2 2020, down from 44 in Q1 2020.
- Funds reported $423M of Essential Utilities, Inc.6.00% Tangible Equity Units stock for Q2 2020, up 6.6% quarter-over-quarter.
- 0 funds opened new Essential Utilities, Inc.6.00% Tangible Equity Units positions in Q2 2020 and 5 closed out, a net change of -5 holders.
- The largest Essential Utilities, Inc.6.00% Tangible Equity Units buyer in Q2 2020 was BlackRock, an estimated $16.6M added.
- The largest Essential Utilities, Inc.6.00% Tangible Equity Units seller in Q2 2020 was Camden Asset Management, an estimated $5.45M sold.
Based on aggregated 13F filings for Q2 2020.