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Essential Utilities

645 hedge funds and large institutions have $8.32B invested in Essential Utilities in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 212 increasing their positions, 221 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.32%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
65
Increased
212
Reduced
221
Closed
59
Calls
$12.4M
Puts
$4.46M
Net Calls
+$7.99M
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SYBT
251
Stock Yards Bank & Trust
Kentucky
$1.08M -$183K -4,180 -14%
EI
252
Ethic Inc
New York
$1.07M +$519K +11,902 +94%
Nordea Investment Management
253
Nordea Investment Management
Sweden
$1.07M
VI
254
Versor Investments
New York
$1.06M +$78.6K +1,800 +8%
RB
255
Rodgers Brothers
Pennsylvania
$1.05M +$148K +3,380 +16%
KCM
256
Kennedy Capital Management
Missouri
$1.05M +$47.3K +1,083 +5%
Assenagon Asset Management
257
Assenagon Asset Management
Luxembourg
$1.03M -$130K -2,977 -11%
RIL
258
Rothschild Investment LLC
Illinois
$1.02M -$5.24K -120 -0.5%
TFA
259
Toth Financial Advisory
Virginia
$1.02M -$111K -2,550 -10%
Neuberger Berman Group
260
Neuberger Berman Group
New York
$1M +$8.51K +195 +0.9%
KFI
261
Key Financial Inc
Pennsylvania
$998K -$3.06K -70 -0.3%
VCM
262
Virtue Capital Management
Tennessee
$992K -$323K -7,512 -25%
AAM
263
Advisors Asset Management
Colorado
$991K +$134K +3,066 +16%
WT
264
Whittier Trust
California
$984K -$26.1K -599 -3%
MSS
265
Mitchell Sinkler & Starr
Pennsylvania
$980K +$125K +2,861 +15%
FANJ
266
Financial Architects (New Jersey)
New Jersey
$976K -$16.7K -383 -2%
US Bancorp
267
US Bancorp
Minnesota
$970K +$9.39K +215 +1%
I
268
InceptionR
California
$969K +$969K +22,206 New
SPIA
269
Steward Partners Investment Advisory
New York
$959K +$29.6K +679 +3%
BCIM
270
British Columbia Investment Management
British Columbia, Canada
$957K
SAM
271
Securian Asset Management
Minnesota
$949K -$8.6K -197 -0.9%
CP
272
CenterBook Partners
Connecticut
$935K +$179K +4,106 +24%
PFA
273
Pathway Financial Advisers
Indiana
$934K +$4.02K +92 +0.4%
Natixis Advisors
274
Natixis Advisors
Massachusetts
$933K -$320K -7,342 -26%
ISL
275
Ingalls & Snyder LLC
New York
$922K -$960 -22 -0.1%