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Essential Utilities

653 hedge funds and large institutions have $9.14B invested in Essential Utilities in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 217 increasing their positions, 201 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+20
Holders Change %
+3.16%
% of All Funds
10.54%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
99
Increased
217
Reduced
201
Closed
71
Calls
$2.35M
Puts
$10.2M
Net Calls
-$7.85M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Neuberger Berman Group
251
Neuberger Berman Group
New York
$1.09M +$58.4K +1,224 +6%
FANJ
252
Financial Architects (New Jersey)
New Jersey
$1.09M +$716 +15 +0.1%
Lido Advisors
253
Lido Advisors
California
$1.07M +$292K +6,109 +37%
VI
254
Versor Investments
New York
$1.07M +$714K +14,969 +201%
DADC
255
D.A. Davidson & Co
Montana
$1.06M +$191 +4 +0%
NMIMC
256
Northwestern Mutual Investment Management Company
Wisconsin
$1.05M -$590K -12,354 -36%
AWA
257
Arkadios Wealth Advisors
Georgia
$1.05M -$16.2K -339 -2%
US Bancorp
258
US Bancorp
Minnesota
$1.05M +$59.8K +1,253 +6%
SAM
259
Securian Asset Management
Minnesota
$1.05M +$7.54K +158 +0.7%
BCIM
260
British Columbia Investment Management
British Columbia, Canada
$1.05M -$126K -2,635 -11%
CGH
261
Crossmark Global Holdings
Texas
$1.03M +$8.74K +183 +0.9%
PFA
262
Pathway Financial Advisers
Indiana
$1.02M +$1.02M +21,301 New
SPIA
263
Steward Partners Investment Advisory
New York
$1.02M -$39.2K -821 -4%
GEA
264
Glen Eagle Advisors
New Jersey
$1.02M -$36.2K -758 -3%
ISL
265
Ingalls & Snyder LLC
New York
$1.01M
BWP
266
Bernardo Wealth Planning
Pennsylvania
$997K
BBPWM
267
Blue Bell Private Wealth Management
Pennsylvania
$997K -$19.4K -407 -2%
RB
268
Rodgers Brothers
Pennsylvania
$992K -$110K -2,300 -10%
Mirae Asset Global Investments
269
Mirae Asset Global Investments
South Korea
$986K +$21.1K +442 +2%
SC
270
Sonen Capital
California
$972K +$29.9K +626 +3%
Public Sector Pension Investment Board (PSP Investments)
271
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$961K +$112K +2,340 +13%
WANY
272
Wealthspire Advisors (New York)
New York
$953K -$1.34K -28 -0.1%
KFI
273
Key Financial Inc
Pennsylvania
$949K
AAM
274
Advisors Asset Management
Colorado
$937K +$166K +3,485 +22%
MSS
275
Mitchell Sinkler & Starr
Pennsylvania
$935K +$81.1K +1,700 +10%