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 $458M invested in Essential Utilities, Inc.6.00% Tangible Equity Units in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 4 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
17% more capital invested
Capital invested by funds: $390M → $458M (+$68.1M)
0% more funds holding
Funds holding: 41 → 41 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$38.2M |
| 2 |
BlackRock
New York
|
+$6.31M |
| 3 |
State Street
Boston,
Massachusetts
|
+$4.17M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.84M |
| 5 |
Morgan Stanley
New York
|
+$2.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Camden Asset Management
Los Angeles,
California
|
-$26.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$13.9M |
| 3 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
-$8.6M |
| 4 |
JP Morgan Chase
New York
|
-$1.32M |
| 5 |
MA
MUFG Americas
New York
|
-$682K |
WTRU Hedge Fund Activity: Q4 2020 in Review
41 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) for Q4 2020, worth a combined $458M — up 17% from $390M a quarter earlier.
Fund positioning in WTRU was balanced in Q4 2020: 4 funds opened new positions, 4 closed out, 14 added to existing stakes and 11 trimmed.
The largest buyer was Nuance Investments, adding an estimated $38.2M. The largest seller was Camden Asset Management, cutting an estimated $26.5M.
- 41 institutional investors held Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) as of Q4 2020, unchanged from Q3 2020.
- Funds reported $458M of Essential Utilities, Inc.6.00% Tangible Equity Units stock for Q4 2020, up 17% quarter-over-quarter.
- 4 funds opened new Essential Utilities, Inc.6.00% Tangible Equity Units positions in Q4 2020 and 4 closed out, a net change of 0 holders.
- The largest Essential Utilities, Inc.6.00% Tangible Equity Units buyer in Q4 2020 was Nuance Investments, an estimated $38.2M added.
- The largest Essential Utilities, Inc.6.00% Tangible Equity Units seller in Q4 2020 was Camden Asset Management, an estimated $26.5M sold.
Based on aggregated 13F filings for Q4 2020.