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WTRU

Essential Utilities, Inc.6.00% Tangible Equity Units
WTRU

Delisted

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

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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
BlueCrest Capital Management
Jersey
+$6.45M
2
CL
CSS LLC
Illinois
+$4.28M
3
SC
Sculptor Capital
New York
+$2.15M
4
WAM
Warberg Asset Management
Illinois
+$1.58M
5
NI
Nuance Investments
Missouri
+$1.57M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$11.7M
2
Bank of America
Bank of America
North Carolina
-$4.78M
3
WAM
Weiss Asset Management
Massachusetts
-$2.86M
4
Capital World Investors
Capital World Investors
California
-$2.04M
5
Wells Fargo
Wells Fargo
California
-$739K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.48M +$1.44M +24,483 +1,992%
Bank of America
27
Bank of America
North Carolina
$1.45M -$4.78M -80,996 -76%
Jane Street
28
Jane Street
New York
$1.25M +$805K +13,648 +166%
ACM
29
Advent Capital Management
New York
$873K +$45.4K +770 +5%
CS
30
Credit Suisse
Switzerland
$811K +$825K +14,000 New
AWM
31
AE Wealth Management
Kansas
$463K -$19.5K -331 -4%
SIM
32
SSI Investment Management
California
$425K -$15.3K -260 -3%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$413K +$411K +6,973 New
Truist Financial
34
Truist Financial
North Carolina
$303K +$33.3K +565 +12%
ICA
35
Infrastructure Capital Advisors
New York
$252K +$259K +4,400 New
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$252K +$259K +4,400 New
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$122K -$142K -2,402 -53%
N
38
Nuveen
North Carolina
$51K – – –
ASN
39
Advisory Services Network
Georgia
$19K +$19.7K +334 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$18K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$12K -$177 -3 -1%
EI
42
Ellevest Inc
New York
$12K – – –
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$6K +$2.77K +47 +81%
Osaic Holdings
44
Osaic Holdings
Arizona
$4K – – –
WAM
45
Weiss Asset Management
Massachusetts
– -$2.86M -50,000 Closed
Capital World Investors
46
Capital World Investors
California
– -$2.04M -35,600 Closed
EM
47
ELCO Management
New York
– -$519K -9,070 Closed
TRCT
48
Tower Research Capital (TRC)
New York
– -$48K -838 Closed
Citigroup
49
Citigroup
New York
– -$19K -340 Closed
SFS
50
Sowell Financial Services
Arkansas
– -$5K -85 Closed
1
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WTRU Hedge Fund Activity: Q2 2021 in Review

43 of the 5,745 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.