We are live on ! Find out more
WTRU

Essential Utilities, Inc.6.00% Tangible Equity Units

Delisted

WTRU was delisted on the 29th of April, 2022.

0 hedge funds and large institutions have $0 invested in Essential Utilities, Inc.6.00% Tangible Equity Units in 2022 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% less funds holding

Funds holding: 360 (-36)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

100% less capital invested

Capital invested by funds: $437M → $0 (-$437M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 35

Holders
Holders Change
-36
Holders Change %
-100%
% of All Funds
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
Increased
Reduced
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NI
1
Nuance Investments
Missouri
-$123M -2,006,963 Closed
Franklin Resources
2
Franklin Resources
California
-$99.8M -1,631,250 Closed
BlackRock
3
BlackRock
New York
-$36.9M -603,541 Closed
CL
4
CSS LLC
Illinois
-$31.6M -514,387 Closed
BCM
5
BlueCrest Capital Management
Jersey
-$19.8M -322,909 Closed
Calamos Advisors
6
Calamos Advisors
Illinois
-$18.9M -309,382 Closed
Bank of America
7
Bank of America
North Carolina
-$16.4M -268,048 Closed
Macquarie Group
8
Macquarie Group
Australia
-$11.7K -208,707 Closed
Invesco
9
Invesco
Georgia
-$12.2M -199,077 Closed
RJA
10
Raymond James & Associates
Florida
-$10.7M -174,979 Closed
WAM
11
Wolverine Asset Management
Illinois
-$10M -163,565 Closed
JP Morgan Chase
12
JP Morgan Chase
New York
-$9.42M -153,988 Closed
State Street
13
State Street
Massachusetts
-$8.36M -135,300 Closed
TCA
14
Tortoise Capital Advisors
Kansas
-$6.21M -101,433 Closed
Truist Financial
15
Truist Financial
North Carolina
-$5.52M -90,257 Closed
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
-$5.32M -86,946 Closed
VanEck Associates
17
VanEck Associates
New York
-$5.28M -86,280 Closed
Fidelity Investments
18
Fidelity Investments
Massachusetts
-$3.9M -63,500 Closed
Federated Hermes
19
Federated Hermes
Pennsylvania
-$3.67M -59,953 Closed
EC
20
Elequin Capital
New York
-$3.22M -52,473 Closed
WAM
21
Weiss Asset Management
Massachusetts
-$3.06M -50,000 Closed
Wells Fargo
22
Wells Fargo
California
-$959K -15,675 Closed
CS
23
Credit Suisse
Switzerland
-$857K -14,000 Closed
AWM
24
AE Wealth Management
Kansas
-$499K -8,148 Closed
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
-$478K -7,683 Closed

WTRU Hedge Fund Activity: Q2 2022 in Review

0 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) for Q2 2022, worth a combined $0 — down 100% from $437M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of WTRU and 0 opened new positions — a net loss of 35 holders — while 0 trimmed existing stakes and 0 added.

The largest seller was Nuance Investments, exiting entirely with an estimated $123M sold.

  • 0 institutional investors held Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) as of Q2 2022, down from 36 in Q1 2022.
  • Funds reported $0 of Essential Utilities, Inc.6.00% Tangible Equity Units stock for Q2 2022, down 100% quarter-over-quarter.
  • 0 funds opened new Essential Utilities, Inc.6.00% Tangible Equity Units positions in Q2 2022 and 35 closed out, a net change of -35 holders.
  • The largest Essential Utilities, Inc.6.00% Tangible Equity Units seller in Q2 2022 was Nuance Investments, an estimated $123M sold.

Based on aggregated 13F filings for Q2 2022.