WTRG icon

Essential Utilities

480 hedge funds and large institutions have $3.34B invested in Essential Utilities in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 159 increasing their positions, 146 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
-6
Holders Change %
-1.23%
% of All Funds
11.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
43
Increased
159
Reduced
146
Closed
43
Calls
$691K
Puts
$2.58M
Net Calls
-$1.89M
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
301
Brookstone Capital Management
Illinois
$284K +$284K +8,327 New
OCG
302
Opus Capital Group
Ohio
$282K +$24.4K +717 +9%
HSA
303
HBK Sorce Advisory
Pennsylvania
$280K +$1.26K +37 +0.5%
GJIC
304
Gamble Jones Investment Counsel
California
$278K
OBWP
305
O'Brien Wealth Partners
Massachusetts
$277K
OI
306
Oakbrook Investments
Illinois
$277K +$22.2K +650 +9%
CCM
307
Cadence Capital Management
Massachusetts
$273K
SI
308
Stephens Inc
Arkansas
$272K +$5.52K +162 +2%
WSCM
309
Wellington Shields Capital Management
New York
$270K -$910K -26,685 -77%
O
310
OppenheimerFunds
New York
$267K +$46.5K +1,365 +21%
DAM
311
Delta Asset Management
Tennessee
$266K
CG
312
Caprock Group
Idaho
$264K -$1.81K -53 -0.7%
SWM
313
SeaCrest Wealth Management
New York
$259K -$5.08K -149 -2%
NAMP
314
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$257K
BRWA
315
B. Riley Wealth Advisors
Florida
$247K -$18.5K -542 -7%
VanEck Associates
316
VanEck Associates
New York
$247K +$19.1K +561 +8%
CCMG
317
Clark Capital Management Group
Pennsylvania
$243K -$34.1K -1,000 -12%
SSA
318
Schonfeld Strategic Advisors
New York
$243K +$243K +7,133 New
IG
319
ING Group
Netherlands
$240K +$7.67K +225 +3%
LFR
320
Lehman Financial Resources
Pennsylvania
$239K
HSBC Holdings
321
HSBC Holdings
United Kingdom
$239K +$2.72K +80 +1%
AIM
322
Anchor Investment Management
South Carolina
$237K
PWA
323
Providence Wealth Advisors
Illinois
$229K +$229K +6,872 New
Fifth Third Bancorp
324
Fifth Third Bancorp
Ohio
$227K -$1.63K -48 -0.7%
BHIA
325
Birch Hill Investment Advisors
Massachusetts
$227K