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Essential Utilities

617 hedge funds and large institutions have $7.89B invested in Essential Utilities in 2024 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 253 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
-5
Holders Change %
-0.8%
% of All Funds
8.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
72
Increased
180
Reduced
253
Closed
65
Calls
$1.49M
Puts
$2.8M
Net Calls
-$1.32M
Net Calls Change
-$1.08M
Name Holding Trade Value Shares
Change
Shares
Change %
Federated Hermes
276
Federated Hermes
Pennsylvania
$752K -$210K -5,769 -22%
EMPI
277
Elo Mutual Pension Insurance
Finland
$751K -$81.1K -2,233 -10%
HIW
278
Holos Integrated Wealth
Pennsylvania
$743K +$743K +20,455 New
SA
279
Sanctuary Advisors
Indiana
$739K -$125K -3,518 -14%
CIBC Private Wealth Group
280
CIBC Private Wealth Group
Georgia
$736K -$3.5K -100 -0.5%
GIBU
281
Gulf International Bank (UK)
United Kingdom
$711K -$17.5K -481 -2%
RIL
282
Rothschild Investment LLC
Illinois
$709K +$11.5K +317 +2%
JWCA
283
J.W. Cole Advisors
Florida
$707K +$472 +13 +0.1%
QCM
284
Quantinno Capital Management
New York
$702K +$260K +7,171 +59%
BAM
285
Belpointe Asset Management
Nevada
$698K -$2.26K -58 -0.3%
AAM
286
Advisors Asset Management
Colorado
$697K -$12.8K -352 -2%
SAM
287
Securian Asset Management
Minnesota
$694K -$17.4K -479 -2%
CP
288
CenterBook Partners
Connecticut
$691K -$1.08M -29,857 -61%
PIM
289
Penobscot Investment Management
Massachusetts
$689K
CGH
290
Crossmark Global Holdings
Texas
$648K -$22.6K -622 -3%
Truist Financial
291
Truist Financial
North Carolina
$641K -$21.5K -592 -3%
BJL
292
Brighton Jones LLC
Washington
$638K +$638K +17,563 New
ST
293
Smithfield Trust
Pennsylvania
$628K
CCM
294
Cullen Capital Management
New York
$628K -$188K -5,189 -23%
FPF
295
First Pacific Financial
Washington
$613K -$835 -23 -0.1%
AWM
296
AE Wealth Management
Kansas
$603K +$86K +2,368 +17%
PBK
297
Peoples Bank (Kansas)
Kansas
$597K -$5.19K -143 -0.9%
USAA
298
United Services Automobile Association
Texas
$596K
PCM
299
Prelude Capital Management
New York
$592K -$107K -2,940 -15%
I
300
InceptionR
California
$587K +$587K +16,169 New