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Essential Utilities

595 hedge funds and large institutions have $7.71B invested in Essential Utilities in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 206 increasing their positions, 185 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
10.48%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
59
Increased
206
Reduced
185
Closed
53
Calls
$5.66M
Puts
$3.18M
Net Calls
+$2.48M
Net Calls Change
-$4.96M
Name Holding Trade Value Shares
Change
Shares
Change %
SFSG
301
Sound Financial Strategies Group
Mississippi
$587K -$13.7K -307 -2%
VCM
302
Virtue Capital Management
Tennessee
$579K +$579K +12,936 New
MC
303
Moors & Cabot
Massachusetts
$563K -$36K -806 -6%
SCM
304
Shelton Capital Management
Colorado
$563K
IFWM
305
Institute for Wealth Management
Colorado
$561K
SPC
306
Sigma Planning Corp
Michigan
$557K -$867K -19,392 -61%
Neuberger Berman Group
307
Neuberger Berman Group
New York
$552K -$242K -5,423 -31%
PP
308
Pegasus Partners
Wisconsin
$543K +$2.51K +56 +0.5%
NIMI
309
Natixis Investment Managers International
France
$536K +$20.4K +456 +4%
BC
310
Bridgefront Capital
Texas
$536K +$536K +11,969 New
SGI
311
Summit Global Investments
Utah
$534K +$64.2K +1,433 +14%
GLA
312
Good Life Advisors
Pennsylvania
$531K +$225 +5 +0%
TPW
313
Tiller Private Wealth
Pennsylvania
$530K -$66.4K -1,485 -11%
TRCT
314
Tower Research Capital (TRC)
New York
$524K -$230K -5,150 -31%
FPF
315
First Pacific Financial
Washington
$523K +$113K +2,531 +28%
SMDAM
316
Sumitomo Mitsui DS Asset Management
Japan
$514K
EI
317
Ethic Inc
New York
$514K +$236K +5,271 +85%
HFA
318
Hoover Financial Advisors
Pennsylvania
$488K +$48.2K +1,032 +11%
MAFM
319
Mid Atlantic Financial Management
Pennsylvania
$482K +$179 +4 +0%
AWA
320
Aaron Wealth Advisors
Illinois
$482K +$1.07K +24 +0.2%
Bank Julius Baer & Co
321
Bank Julius Baer & Co
Switzerland
$479K
KeyBank National Association
322
KeyBank National Association
Ohio
$476K -$6.71K -150 -1%
ECM
323
EagleClaw Capital Management
Massachusetts
$468K -$26.9K -600 -5%
CTC
324
Central Trust Company
Missouri
$461K -$8.95K -200 -2%
Daiwa Securities Group
325
Daiwa Securities Group
Japan
$460K +$22.4K +500 +5%