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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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44 hedge funds and large institutions have $465M invested in Essential Utilities, Inc.6.00% Tangible Equity Units in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

16% more capital invested

Capital invested by funds: $402M → $465M (+$63.5M)

7% more funds holding

Funds holding: 41 → 44 (+3)

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
14
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CL
CSS LLC
Illinois
+$27.7M
2
Bank of America
Bank of America
North Carolina
+$1.58M
3
Franklin Resources
Franklin Resources
California
+$956K
4
RJA
Raymond James & Associates
Florida
+$550K
5
BlackRock
BlackRock
New York
+$481K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$8.4M
2
BCM
BlueCrest Capital Management
Jersey
-$4.54M
3
Morgan Stanley
Morgan Stanley
New York
-$4.23M
4
State Street
State Street
Massachusetts
-$2.26M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
AE Wealth Management
Kansas
$588K +$43.9K +740 +9%
SIM
27
SSI Investment Management
California
$483K – – –
PCM
28
Palisade Capital Management
New Jersey
$444K +$134K +2,259 +49%
ICA
29
Infrastructure Capital Advisors
New York
$372K – – –
Morgan Stanley
30
Morgan Stanley
New York
$365K -$4.23M -71,248 -93%
Truist Financial
31
Truist Financial
North Carolina
$346K +$24.2K +407 +8%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$300K -$4.16K -70 -1%
PPA
33
Parametric Portfolio Associates
Washington
$247K +$225K +3,787 New
WE
34
Wealth Effects
Massachusetts
$209K +$190K +3,200 New
EM
35
ELCO Management
New York
$202K +$184K +3,105 New
N
36
Nuveen
North Carolina
$41K – – –
Citigroup
37
Citigroup
New York
$32K +$29.1K +491 New
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$28K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$14K +$534 +9 +4%
DWA
40
Delos Wealth Advisors
Texas
$7K +$5.99K +101 New
Osaic Holdings
41
Osaic Holdings
Arizona
$6K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$6K – – –
PA
43
Parallel Advisors
California
$5K – – –
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$2K – – –
TRCT
45
Tower Research Capital (TRC)
New York
$1K +$1.25K +21 New
Jane Street
46
Jane Street
New York
– -$8.4M -146,445 Closed
ECM
47
ExodusPoint Capital Management
New York
– -$626K -10,900 Closed
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
– -$417K -7,169 Closed
1
2

WTRU Hedge Fund Activity: Q4 2021 in Review

44 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) for Q4 2021, worth a combined $465M — up 16% from $402M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new WTRU positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 10 trimmed.

The largest buyer was CSS LLC, adding an estimated $27.7M. The largest seller was Jane Street, exiting entirely with an estimated $8.4M sold.

  • 44 institutional investors held Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) as of Q4 2021, up from 41 in Q3 2021.
  • Funds reported $465M of Essential Utilities, Inc.6.00% Tangible Equity Units stock for Q4 2021, up 16% quarter-over-quarter.
  • 6 funds opened new Essential Utilities, Inc.6.00% Tangible Equity Units positions in Q4 2021 and 3 closed out, a net change of +3 holders.
  • The largest Essential Utilities, Inc.6.00% Tangible Equity Units buyer in Q4 2021 was CSS LLC, an estimated $27.7M added.
  • The largest Essential Utilities, Inc.6.00% Tangible Equity Units seller in Q4 2021 was Jane Street, an estimated $8.4M sold.

Based on aggregated 13F filings for Q4 2021.