Essential Utilities, Inc.6.00% Tangible Equity Units
WTRU
WTRU was delisted on the 29th of April, 2022.
36 hedge funds and large institutions have $449M 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.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
4% less capital invested
Capital invested by funds: $465M → $449M (-$16.8M)
18% less funds holding
Funds holding: 44 → 36 (-8)
62% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$13.4M |
| 2 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
+$9.17M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$6.1M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$4.94M |
| 5 |
JP Morgan Chase
New York
|
+$4.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Calamos Advisors
Naperville,
Illinois
|
-$12.6M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$6.57M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$6.3M |
| 4 |
WAM
Warberg Asset Management
Winnetka,
Illinois
|
-$2.62M |
| 5 |
JG
Jefferies Group
New York
|
-$2.51M |
WTRU Hedge Fund Activity: Q1 2022 in Review
36 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) for Q1 2022, worth a combined $449M — down 3.6% from $465M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of WTRU and 5 opened new positions — a net loss of 8 holders — while 9 trimmed existing stakes and 15 added.
The largest buyer was Bank of America, adding an estimated $13.4M. The largest seller was Calamos Advisors, cutting an estimated $12.6M.
- 36 institutional investors held Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) as of Q1 2022, down from 44 in Q4 2021.
- Funds reported $449M of Essential Utilities, Inc.6.00% Tangible Equity Units stock for Q1 2022, down 3.6% quarter-over-quarter.
- 5 funds opened new Essential Utilities, Inc.6.00% Tangible Equity Units positions in Q1 2022 and 13 closed out, a net change of -8 holders.
- The largest Essential Utilities, Inc.6.00% Tangible Equity Units buyer in Q1 2022 was Bank of America, an estimated $13.4M added.
- The largest Essential Utilities, Inc.6.00% Tangible Equity Units seller in Q1 2022 was Calamos Advisors, an estimated $12.6M sold.
Based on aggregated 13F filings for Q1 2022.