WTRG icon

Essential Utilities

486 hedge funds and large institutions have $3.77B invested in Essential Utilities in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 144 increasing their positions, 129 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
+64
Holders Change %
+15.17%
% of All Funds
11.04%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
90
Increased
144
Reduced
129
Closed
24
Calls
$1.33M
Puts
$1.68M
Net Calls
-$356K
Net Calls Change
-$1.65M
Name Holding Trade Value Shares
Change
Shares
Change %
HSA
301
HBK Sorce Advisory
Pennsylvania
$321K +$321K +8,193 New
GJIC
302
Gamble Jones Investment Counsel
California
$320K +$320K +8,168 New
OBWP
303
O'Brien Wealth Partners
Massachusetts
$319K
CCMG
304
Clark Capital Management Group
Pennsylvania
$319K +$9.81K +250 +3%
N
305
Natixis
France
$315K -$144K -3,676 -31%
CCM
306
Cadence Capital Management
Massachusetts
$314K -$38.8K -990 -11%
Chevy Chase Trust
307
Chevy Chase Trust
Maryland
$312K
SI
308
Stephens Inc
Arkansas
$307K +$29.3K +747 +11%
BRWA
309
B. Riley Wealth Advisors
Florida
$306K -$6.48K -165 -2%
DAM
310
Delta Asset Management
Tennessee
$306K +$15.7K +400 +5%
ASN
311
Advisory Services Network
Georgia
$304K +$24.9K +634 +9%
SWM
312
SeaCrest Wealth Management
New York
$304K +$304K +7,753 New
OCG
313
Opus Capital Group
Ohio
$297K +$41.3K +1,051 +16%
NAMP
314
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$296K +$3.88K +99 +1%
CCM
315
Consolidated Capital Management
California
$295K +$295K +7,530 New
OI
316
Oakbrook Investments
Illinois
$293K -$3.92K -100 -1%
VFA
317
Voya Financial Advisors
Connecticut
$278K
PM
318
Parametrica Management
Hong Kong
$276K +$276K +7,023 New
LFR
319
Lehman Financial Resources
Pennsylvania
$275K
CG
320
Caprock Group
Idaho
$274K
CHA
321
Cedar Hill Associates
Illinois
$273K -$11.5K -292 -4%
HSBC Holdings
322
HSBC Holdings
United Kingdom
$273K +$273K +6,944 New
AIM
323
Anchor Investment Management
South Carolina
$273K +$147K +3,741 +116%
JIC
324
Johnson Investment Counsel
Ohio
$267K +$9.89K +252 +4%
IG
325
ING Group
Netherlands
$267K +$267K +6,812 New