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 %
NI
1
Nuance Investments
Missouri
$123M 2,006,963 -10,418 -0.5%
Franklin Resources
2
Franklin Resources
California
$99.8M 1,631,250 +20,170 +1%
BlackRock
3
BlackRock
New York
$36.9M 603,541 -39,009 -6%
CL
4
CSS LLC
Illinois
$31.6M 514,387 +6,611 +1%
BCM
5
BlueCrest Capital Management
Jersey
$19.8M 322,909 +157,862 +96%
Calamos Advisors
6
Calamos Advisors
Illinois
$18.9M 309,382 -216,072 -41%
Bank of America
7
Bank of America
North Carolina
$16.4M 268,048 +230,399 +612%
Invesco
8
Invesco
Georgia
$12.2M 199,077 -25,000 -11%
RJA
9
Raymond James & Associates
Florida
$10.7M 174,979 +373 +0.2%
WAM
10
Wolverine Asset Management
Illinois
$10M 163,565 +63,488 +63%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$9.42M 153,988 +75,000 +95%
State Street
12
State Street
Massachusetts
$8.36M 135,300 -10,000 -7%
TCA
13
Tortoise Capital Advisors
Kansas
$6.21M 101,433 +226 +0.2%
Truist Financial
14
Truist Financial
North Carolina
$5.52M 90,257 +84,953 +1,602%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$5.32M 86,946 -3,136 -3%
VanEck Associates
16
VanEck Associates
New York
$5.28M 86,280 -4,837 -5%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$3.9M 63,500 – –
Federated Hermes
18
Federated Hermes
Pennsylvania
$3.67M 59,953 – –
EC
19
Elequin Capital
New York
$3.22M 52,473 +52,473 New
WAM
20
Weiss Asset Management
Massachusetts
$3.06M 50,000 +50,000 New
Wells Fargo
21
Wells Fargo
California
$959K 15,675 -5,517 -26%
CS
22
Credit Suisse
Switzerland
$857K 14,000 – –
AWM
23
AE Wealth Management
Kansas
$499K 8,148 -878 -10%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$478K 7,683 +7,683 New
Morgan Stanley
25
Morgan Stanley
New York
$352K 5,672 +87 +2%
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