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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41 hedge funds and large institutions have $390M invested in Essential Utilities, Inc.6.00% Tangible Equity Units in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Calamos Advisors
1
Calamos Advisors
Illinois
$27.7M
2
Macquarie Group
2
Macquarie Group
Australia
$6.38M
3
Wells Fargo
3
Wells Fargo
California
$3.13M
4
NI
4
Nuance Investments
Missouri
$69.7M
5
CAM
5
Cozad Asset Management
Illinois
$697K

Top Sellers

1
State Street
1
State Street
Massachusetts
$6.66M
2
MA
2
MUFG Americas
New York
$682K
3
Capital World Investors
3
Capital World Investors
California
$2.23M
4
Parallax Volatility Advisers
4
Parallax Volatility Advisers
California
$2.08M
5
SIM
5
SSI Investment Management
California
$1.87M
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
1
Franklin Resources
California
$84.3M 1,576,150 -350 -0%
NI
2
Nuance Investments
Missouri
$69.7M 1,302,450 +25,955 +2%
Ameriprise
3
Ameriprise
Minnesota
$40.7M 762,753 -2,078 -0.3%
BlackRock
4
BlackRock
New York
$39M 729,327 -774 -0.1%
CAM
5
Camden Asset Management
California
$32.3M 598,973 -9,733 -2%
Calamos Advisors
6
Calamos Advisors
Illinois
$27.7M 517,443 +134,976 +35%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$12.4M 232,384 +9,158 +4%
Invesco
8
Invesco
Georgia
$11.6M 217,200 – –
BCM
9
BlueCrest Capital Management
Jersey
$8.22M 153,636 -17,541 -10%
State Street
10
State Street
Massachusetts
$6.66M 122,800 -107,000 -47%
Macquarie Group
11
Macquarie Group
Australia
$6.38M 119,275 +76,900 +181%
EA
12
Ecofin Advisors
United Kingdom
$5.1M 95,318 +475 +0.5%
PI
13
Putnam Investments
Massachusetts
$4.97M 92,228 +5,235 +6%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$4.57M 85,000 – –
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$4.2M 78,559 +1,911 +2%
RJA
16
Raymond James & Associates
Florida
$3.63M 67,903 +4,730 +7%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$3.42M 63,500 – –
Federated Hermes
18
Federated Hermes
Pennsylvania
$3.21M 59,953 – –
Wells Fargo
19
Wells Fargo
California
$3.13M 58,439 +52,808 +938%
TCA
20
Tortoise Capital Advisors
Kansas
$2.31M 43,148 – –
Capital World Investors
21
Capital World Investors
California
$2.23M 41,600 -50,000 -55%
Bank of America
22
Bank of America
North Carolina
$2.14M 40,014 -8,273 -17%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$2.11M 39,435 +5,057 +15%
JG
24
Jefferies Group
New York
$2.1M 39,272 +5,914 +18%
Parallax Volatility Advisers
25
Parallax Volatility Advisers
California
$2.08M 38,863 -45,000 -54%
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