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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 %
CGH
276
Crossmark Global Holdings
Texas
$919K -$24.9K -571 -3%
GEA
277
Glen Eagle Advisors
New Jersey
$916K -$13.1K -300 -1%
BWP
278
Bernardo Wealth Planning
Pennsylvania
$912K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
279
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$896K +$896K +20,522 New
DADC
280
D.A. Davidson & Co
Montana
$892K -$76.4K -1,751 -8%
MCC
281
Money Concepts Capital
Florida
$878K -$170K -3,875 -16%
EMPI
282
Elo Mutual Pension Insurance
Finland
$872K +$34.9K +800 +4%
WANY
283
Wealthspire Advisors (New York)
New York
$855K -$16.7K -382 -2%
Cetera Investment Advisers
284
Cetera Investment Advisers
Illinois
$839K +$15.9K +364 +2%
Mirae Asset Global Investments
285
Mirae Asset Global Investments
South Korea
$836K -$65.6K -1,503 -7%
PIM
286
Penobscot Investment Management
Massachusetts
$836K
TD Asset Management
287
TD Asset Management
Ontario, Canada
$835K +$2.79K +64 +0.3%
SAM
288
Shell Asset Management
Netherlands
$831K
LOIM
289
Liberty One Investment Management
Illinois
$825K -$13K -297 -2%
TBA
290
Tower Bridge Advisors
Pennsylvania
$823K -$21.8K -500 -3%
CFO
291
Colony Family Offices
North Carolina
$818K
BBPWM
292
Blue Bell Private Wealth Management
Pennsylvania
$817K -$95.2K -2,180 -10%
Truist Financial
293
Truist Financial
North Carolina
$812K -$292K -6,682 -26%
JFG
294
Jefferies Financial Group
New York
$803K +$803K +18,400 New
SC
295
Sonen Capital
California
$775K -$114K -2,606 -13%
WBC
296
Westpac Banking Corp
Australia
$768K
ST
297
Smithfield Trust
Pennsylvania
$753K
SMDAM
298
Sumitomo Mitsui DS Asset Management
Japan
$748K
MFS
299
Mirabella Financial Services
United Kingdom
$745K +$745K +17,066 New
Wellington Management Group
300
Wellington Management Group
Massachusetts
$744K +$744K +17,054 New