Essential Utilities, Inc.6.00% Tangible Equity Units
WTRU
WTRU was delisted on the 29th of April, 2022.
41 hedge funds and large institutions have $390M invested in Essential Utilities, Inc.6.00% Tangible Equity Units in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
5% more funds holding
Funds holding: 39 → 41 (+2)
8% less capital invested
Capital invested by funds: $425M → $390M (-$34.7M)
29% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Calamos Advisors
Naperville,
Illinois
|
+$7.65M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$4.36M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.99M |
| 4 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$1.47M |
| 5 |
CAM
Cozad Asset Management
Champaign,
Illinois
|
+$738K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$6.06M |
| 2 |
MA
MUFG Americas
New York
|
-$3.91M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$2.83M |
| 4 |
Parallax Volatility Advisers
San Francisco,
California
|
-$2.55M |
| 5 |
SIM
SSI Investment Management
Los Angeles,
California
|
-$2.21M |
WTRU Hedge Fund Activity: Q3 2020 in Review
41 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) for Q3 2020, worth a combined $390M — down 8.2% from $425M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WTRU positions and 3 closed out — a net gain of 2 holders — while 12 added to existing stakes and 17 trimmed.
The largest buyer was Calamos Advisors, adding an estimated $7.65M. The largest seller was State Street, cutting an estimated $6.06M.
- 41 institutional investors held Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) as of Q3 2020, up from 39 in Q2 2020.
- Funds reported $390M of Essential Utilities, Inc.6.00% Tangible Equity Units stock for Q3 2020, down 8.2% quarter-over-quarter.
- 5 funds opened new Essential Utilities, Inc.6.00% Tangible Equity Units positions in Q3 2020 and 3 closed out, a net change of +2 holders.
- The largest Essential Utilities, Inc.6.00% Tangible Equity Units buyer in Q3 2020 was Calamos Advisors, an estimated $7.65M added.
- The largest Essential Utilities, Inc.6.00% Tangible Equity Units seller in Q3 2020 was State Street, an estimated $6.06M sold.
Based on aggregated 13F filings for Q3 2020.