WTRG icon

Essential Utilities

537 hedge funds and large institutions have $3.87B invested in Essential Utilities in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 185 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
+17
Holders Change %
+3.27%
% of All Funds
11.64%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
60
Increased
185
Reduced
149
Closed
38
Calls
$1.84M
Puts
$19.7M
Net Calls
-$17.8M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Shares
Change %
LIM
226
Loudon Investment Management
New Hampshire
$804K
THWM
227
Taylor Hoffman Wealth Management
Virginia
$799K -$68.3K -1,875 -8%
SAM
228
Securian Asset Management
Minnesota
$790K
Mitsubishi UFJ Trust & Banking
229
Mitsubishi UFJ Trust & Banking
Japan
$787K +$28.6K +784 +4%
CYG
230
Clean Yield Group
Vermont
$777K -$50.1K -1,374 -6%
SPIA
231
Steward Partners Investment Advisory
New York
$764K -$2.41K -66 -0.3%
SCM
232
Stevens Capital Management
Pennsylvania
$754K +$754K +20,696 New
SDIC
233
South Dakota Investment Council
South Dakota
$751K +$62K +1,700 +9%
TBA
234
Tower Bridge Advisors
Pennsylvania
$745K -$36.4K -1,000 -5%
WAP
235
Wealthcare Advisory Partners
Pennsylvania
$731K +$73 +2 +0%
BC
236
Brinker Capital
Pennsylvania
$713K +$337K +9,250 +90%
SB
237
Suntrust Banks
Georgia
$711K +$1.28K +35 +0.2%
MCM
238
Murphy Capital Management
New Jersey
$708K -$153K -4,190 -18%
GEA
239
Glen Eagle Advisors
New Jersey
$703K +$86.3K +2,367 +14%
TC
240
Truvestments Capital
Florida
$699K +$699K +19,182 New
BTS
241
BB&T Securities
Virginia
$689K +$446K +12,234 +183%
TD Asset Management
242
TD Asset Management
Ontario, Canada
$676K +$583 +16 +0.1%
IA
243
IndexIQ Advisors
New York
$668K -$54.4K -1,492 -8%
MSS
244
Mitchell Sinkler & Starr
Pennsylvania
$662K -$30K -823 -4%
TFA
245
Toth Financial Advisory
Virginia
$644K +$41.5K +1,138 +7%
CFN
246
Cordasco Financial Network
Florida
$644K +$61.6K +1,691 +11%
Citadel Advisors
247
Citadel Advisors
Florida
$639K +$639K +17,528 New
CGH
248
Crossmark Global Holdings
Texas
$634K -$28.6K -785 -4%
SPC
249
Sigma Planning Corp
Michigan
$633K +$74.2K +2,036 +13%
MCIM
250
Meadow Creek Investment Management
Georgia
$628K