WTRG icon

Essential Utilities

639 hedge funds and large institutions have $9.18B invested in Essential Utilities in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 236 increasing their positions, 191 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
Holders Change
-4
Holders Change %
-0.62%
% of All Funds
10.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
68
Increased
236
Reduced
191
Closed
63
Calls
$3.8M
Puts
$1.14M
Net Calls
+$2.66M
Net Calls Change
-$568K
Name Holding Trade Value Shares
Change
Shares
Change %
WTC
301
WhitTier Trust Company
Nevada
$767K
GLA
302
Good Life Advisors
Pennsylvania
$762K -$3.63K -71 -0.5%
UCFA
303
United Capital Financial Advisors
Texas
$757K +$12.7K +248 +2%
OC
304
Oppenheimer & Co
New York
$757K +$51.1K +1,000 +7%
BAM
305
Belpointe Asset Management
Nevada
$754K +$8.39K +164 +1%
Mariner
306
Mariner
Kansas
$749K +$749K +14,654 New
RFA
307
Resurgent Financial Advisors
Georgia
$748K +$11.3K +221 +2%
OQS
308
Occudo Quantitative Strategies
Florida
$746K +$746K +14,589 New
SMDAM
309
Sumitomo Mitsui DS Asset Management
Japan
$744K
FPF
310
First Pacific Financial
Washington
$732K +$15.3K +300 +2%
RP
311
Rowlandmiller & Partners
Georgia
$721K -$229K -4,477 -24%
MUAMU
312
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$716K +$205K +4,000 +40%
MCM
313
Manchester Capital Management
Vermont
$707K
AWS
314
Atria Wealth Solutions
New York
$697K +$697K +13,637 New
ASN
315
Advisory Services Network
Georgia
$694K -$67.3K -1,316 -9%
MC
316
Moors & Cabot
Massachusetts
$684K
ST
317
Spinnaker Trust
Maine
$684K +$42K +821 +7%
NA
318
NewEdge Advisors
Louisiana
$679K +$715 +14 +0.1%
IC
319
Inverness Counsel
New York
$672K -$16.6K -325 -2%
SHFA
320
SS&H Financial Advisors
Michigan
$668K +$668K +13,074 New
Nordea Investment Management
321
Nordea Investment Management
Sweden
$664K
NIMI
322
Natixis Investment Managers International
France
$654K +$256K +5,005 +64%
UH
323
Unigestion Holding
Switzerland
$647K +$647K +12,439 New
VI
324
Vestcor Inc
New Brunswick, Canada
$638K +$46.6K +912 +8%
IFWM
325
Institute for Wealth Management
Colorado
$631K