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 $420M invested in Essential Utilities, Inc.6.00% Tangible Equity Units in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 7 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 11
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
0% more funds holding
Funds holding: 41 → 41 (0)
8% less capital invested
Capital invested by funds: $458M → $420M (-$38.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
+$8.23M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$6.03M |
| 3 |
VanEck Associates
New York
|
+$4.85M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.05M |
| 5 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
+$3.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$16.7M |
| 2 |
CAM
Camden Asset Management
Los Angeles,
California
|
-$8.61M |
| 3 |
JP Morgan Chase
New York
|
-$6.91M |
| 4 |
State Street
Boston,
Massachusetts
|
-$3.34M |
| 5 |
Morgan Stanley
New York
|
-$2.74M |
WTRU Hedge Fund Activity: Q1 2021 in Review
41 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) for Q1 2021, worth a combined $420M — down 8.3% from $458M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new WTRU positions and 7 closed out — a net gain of 1 holder — while 13 added to existing stakes and 11 trimmed.
The largest buyer was BlueCrest Capital Management, adding an estimated $8.23M. The largest seller was Ameriprise, cutting an estimated $16.7M.
- 41 institutional investors held Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $420M of Essential Utilities, Inc.6.00% Tangible Equity Units stock for Q1 2021, down 8.3% quarter-over-quarter.
- 8 funds opened new Essential Utilities, Inc.6.00% Tangible Equity Units positions in Q1 2021 and 7 closed out, a net change of +1 holder.
- The largest Essential Utilities, Inc.6.00% Tangible Equity Units buyer in Q1 2021 was BlueCrest Capital Management, an estimated $8.23M added.
- The largest Essential Utilities, Inc.6.00% Tangible Equity Units seller in Q1 2021 was Ameriprise, an estimated $16.7M sold.
Based on aggregated 13F filings for Q1 2021.