Essential Utilities, Inc.6.00% Tangible Equity Units
WTRU
WTRU was delisted on the 29th of April, 2022.
43 hedge funds and large institutions have $412M invested in Essential Utilities, Inc.6.00% Tangible Equity Units in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
5% more funds holding
Funds holding: 41 → 43 (+2)
2% less capital invested
Capital invested by funds: $420M → $412M (-$7.91M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
+$6.45M |
| 2 |
CL
CSS LLC
Chicago,
Illinois
|
+$4.28M |
| 3 |
SC
Sculptor Capital
New York
|
+$2.15M |
| 4 |
WAM
Warberg Asset Management
Winnetka,
Illinois
|
+$1.58M |
| 5 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$11.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.78M |
| 3 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$2.86M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$2.04M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$739K |
WTRU Hedge Fund Activity: Q2 2021 in Review
43 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) for Q2 2021, worth a combined $412M — down 1.9% from $420M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new WTRU positions and 6 closed out — a net gain of 2 holders — while 15 added to existing stakes and 13 trimmed.
The largest buyer was BlueCrest Capital Management, adding an estimated $6.45M. The largest seller was Ameriprise, cutting an estimated $11.7M.
- 43 institutional investors held Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) as of Q2 2021, up from 41 in Q1 2021.
- Funds reported $412M of Essential Utilities, Inc.6.00% Tangible Equity Units stock for Q2 2021, down 1.9% quarter-over-quarter.
- 8 funds opened new Essential Utilities, Inc.6.00% Tangible Equity Units positions in Q2 2021 and 6 closed out, a net change of +2 holders.
- The largest Essential Utilities, Inc.6.00% Tangible Equity Units buyer in Q2 2021 was BlueCrest Capital Management, an estimated $6.45M added.
- The largest Essential Utilities, Inc.6.00% Tangible Equity Units seller in Q2 2021 was Ameriprise, an estimated $11.7M sold.
Based on aggregated 13F filings for Q2 2021.