WTRG icon

Essential Utilities

594 hedge funds and large institutions have $7.11B invested in Essential Utilities in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 190 increasing their positions, 176 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+18
Holders Change %
+3.13%
% of All Funds
11.73%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
92
Increased
190
Reduced
176
Closed
60
Calls
$6.61M
Puts
$3.29M
Net Calls
+$3.31M
Net Calls Change
+$4.31M
Name Holding Trade Value Shares
Change
Shares
Change %
TA
276
Tiedemann Advisors
New York
$807K +$8.96K +191 +1%
OBGC
277
O'Brien Greene & Co
Pennsylvania
$804K -$16.4K -350 -2%
MSS
278
Mitchell Sinkler & Starr
Pennsylvania
$795K +$16.4K +350 +2%
ACA
279
Aptus Capital Advisors
Alabama
$794K +$131K +2,782 +20%
CGH
280
Crossmark Global Holdings
Texas
$790K +$1.88K +40 +0.2%
EVM
281
Eaton Vance Management
Massachusetts
$783K +$1.22K +26 +0.2%
FAAS
282
First Allied Advisory Services
California
$777K +$4.04K +86 +0.5%
JPMPWA
283
J.P. Morgan Private Wealth Advisors
California
$775K +$37.6K +800 +5%
WA
284
Wheatland Advisors
Pennsylvania
$763K +$94 +2 +0%
PIA
285
Piedmont Investment Advisors
North Carolina
$759K -$147K -3,120 -16%
SEI Investments
286
SEI Investments
Pennsylvania
$755K -$798 -17 -0.1%
CAN
287
Cetera Advisor Networks
California
$754K +$15.3K +326 +2%
BCM
288
Birch Capital Management
Texas
$753K +$753K +16,034 New
Neuberger Berman Group
289
Neuberger Berman Group
New York
$744K -$624K -13,281 -46%
HMS
290
Hanseatic Management Services
New Mexico
$744K +$744K +15,852 New
GAM
291
Grandview Asset Management
Pennsylvania
$736K -$29.2K -637 -4%
MWP
292
MYCIO Wealth Partners
Pennsylvania
$719K +$37.7K +802 +6%
II
293
IFM Investors
Australia
$718K +$718K +15,291 New
WTC
294
WhitTier Trust Company
Nevada
$715K
UCFA
295
United Capital Financial Advisors
Texas
$713K +$151K +3,225 +27%
LIA
296
LS Investment Advisors
Michigan
$712K +$218K +4,647 +44%
FMT
297
First Mercantile Trust
Tennessee
$708K +$3.47K +74 +0.5%
MC
298
Moors & Cabot
Massachusetts
$698K -$11.7K -250 -2%
TPW
299
Tiller Private Wealth
Pennsylvania
$696K +$696K +14,823 New
WF
300
Welch & Forbes
Massachusetts
$666K