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Essential Utilities

319 hedge funds and large institutions have $1.88B invested in Essential Utilities in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 113 increasing their positions, 99 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-3
Holders Change %
-0.93%
% of All Funds
9.26%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.15%
New
26
Increased
113
Reduced
99
Closed
28
Calls
$1.21M
Puts
$1.55M
Net Calls
-$342K
Net Calls Change
+$134K
Name Holding Trade Value Shares
Change
Shares
Change %
LWCFA
276
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$55K
AF
277
Arrow Financial
New York
$53K +$9.81K +420 +23%
PTC
278
Private Trust Company
Ohio
$49K
FNBT
279
FineMark National Bank & Trust
Florida
$49K
TCOV
280
Trust Company of Vermont
Vermont
$44K
SAM
281
Solaris Asset Management
New York
$42K
IPC
282
Independent Portfolio Consultants
Florida
$42K +$42K +1,775 New
MMG
283
Monetary Management Group
Missouri
$26K
CTC
284
Central Trust Company
Missouri
$25K
HCM
285
Highlander Capital Management
New Jersey
$24.5K
LWA
286
Lenox Wealth Advisors
New York
$22K +$140 +6 +0.6%
NC
287
NewSquare Capital
Pennsylvania
$21K
SF
288
Synovus Financial
Georgia
$19K
MA
289
MCF Advisors
Kentucky
$19K
RIA
290
Regal Investment Advisors
Michigan
$17K +$7.22K +300 +74%
MA
291
MUFG Americas
New York
$16K
M
292
MOTCO
Texas
$15K
QAM
293
QCI Asset Management
New York
$15K
GGPS
294
Gary Goldberg Planning Services
New York
$14K +$14K +581 New
BC
295
Bartlett & Co
Ohio
$12K
Northwestern Mutual Wealth Management
296
Northwestern Mutual Wealth Management
Wisconsin
$12K +$12K +505 New
GAM
297
Gemmer Asset Management
California
$11K
TRCT
298
Tower Research Capital (TRC)
New York
$10K -$176K -7,503 -95%
ACS
299
Archford Capital Strategies
Illinois
$10K +$90 +4 +0.9%
NG
300
NatWest Group
United Kingdom
$9.29K +$6.87K +292,090 +285%