WTRU

Essential Utilities, Inc.6.00% Tangible Equity Units
WTRU

Overview Fund Activity
Delisted

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

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36 hedge funds and large institutions have $437M invested in Essential Utilities, Inc.6.00% Tangible Equity Units in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 13 closing their positions.

Holders
36
Holders Change
-8
Holders Change %
-18.18%
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
15
Reduced
9
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$16.4M
2
BCM
2
BlueCrest Capital Management
Jersey
$19.8M
3
Truist Financial
3
Truist Financial
North Carolina
$5.52M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$9.42M
5
WAM
5
Wolverine Asset Management
Illinois
$10M

Top Sellers

1
Calamos Advisors
1
Calamos Advisors
Illinois
$18.9M
2
PI
2
Putnam Investments
Massachusetts
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$0
4
WAM
4
Warberg Asset Management
Illinois
$0
5
JG
5
Jefferies Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
26
Parametric Portfolio Associates
Washington
$247K 4,042 +255 +7%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$229K 3,750 +3,536 +1,652%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
– – – –
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$26K 432 – –
Osaic Holdings
30
Osaic Holdings
Arizona
$26K 422 +341 +421%
CCM
31
Covington Capital Management
California
$13K 205 +205 New
Macquarie Group
32
Macquarie Group
Australia
$11.7K 208,707 +104,982 +101%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
– – – –
PA
34
Parallel Advisors
California
$5K 80 – –
NIC
35
Northwest Investment Counselors
Oregon
$5K 79 +79 New
TRCT
36
Tower Research Capital (TRC)
New York
$4K 58 +37 +176%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$2K 35 – –
PI
38
Putnam Investments
Massachusetts
– – -101,055 Closed
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
– – -96,990 Closed
WAM
40
Warberg Asset Management
Illinois
– – -40,220 Closed
JG
41
Jefferies Group
New York
– – -38,433 Closed
ACM
42
Advent Capital Management
New York
– – -32,155 Closed
SIM
43
SSI Investment Management
California
– – -7,430 Closed
PCM
44
Palisade Capital Management
New Jersey
– – -6,841 Closed
ICA
45
Infrastructure Capital Advisors
New York
– – -5,232 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– – -4,600 Closed
WE
47
Wealth Effects
Massachusetts
– – -3,200 Closed
EM
48
ELCO Management
New York
– – -3,105 Closed
Citigroup
49
Citigroup
New York
– – -491 Closed
DWA
50
Delos Wealth Advisors
Texas
– – -101 Closed
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