WTRU

Essential Utilities, Inc.6.00% Tangible Equity Units
WTRU

Overview Fund Activity
Delisted

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

Back to rankings

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.

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

1
CL
1
CSS LLC
Illinois
$33M
2
Bank of America
2
Bank of America
North Carolina
$2.45M
3
Franklin Resources
3
Franklin Resources
California
$105M
4
RJA
4
Raymond James & Associates
Florida
$11.4M
5
BlackRock
5
BlackRock
New York
$41.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
BCM
2
BlueCrest Capital Management
Jersey
$10.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$365K
4
State Street
4
State Street
Massachusetts
$9.53M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$5.15M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$588K 9,026 +740 +9%
SIM
27
SSI Investment Management
California
$483K 7,430 – –
PCM
28
Palisade Capital Management
New Jersey
$444K 6,841 +2,259 +49%
ICA
29
Infrastructure Capital Advisors
New York
$372K 5,232 – –
Morgan Stanley
30
Morgan Stanley
New York
$365K 5,585 -71,248 -93%
Truist Financial
31
Truist Financial
North Carolina
$346K 5,304 +407 +8%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$300K 4,600 -70 -1%
PPA
33
Parametric Portfolio Associates
Washington
$247K 3,787 +3,787 New
WE
34
Wealth Effects
Massachusetts
$209K 3,200 +3,200 New
EM
35
ELCO Management
New York
$202K 3,105 +3,105 New
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
– – – –
Citigroup
37
Citigroup
New York
$32K 491 +491 New
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$28K 432 – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$14K 214 +9 +4%
DWA
40
Delos Wealth Advisors
Texas
$7K 101 +101 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
– – – –
Osaic Holdings
42
Osaic Holdings
Arizona
$6K 81 – –
PA
43
Parallel Advisors
California
$5K 80 – –
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$2K 35 – –
TRCT
45
Tower Research Capital (TRC)
New York
$1K 21 +21 New
Jane Street
46
Jane Street
New York
– – -146,445 Closed
ECM
47
ExodusPoint Capital Management
New York
– – -10,900 Closed
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
– – -7,169 Closed
EIP
49
Ellis Investment Partners
Pennsylvania
$0 9 – –
CFGS
50
Concourse Financial Group Securities
Alabama
– – – –
1
2