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Essential Utilities

653 hedge funds and large institutions have $9.14B invested in Essential Utilities in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 217 increasing their positions, 201 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+20
Holders Change %
+3.16%
% of All Funds
10.54%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
99
Increased
217
Reduced
201
Closed
71
Calls
$2.35M
Puts
$10.2M
Net Calls
-$7.85M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
IIM
301
INTECH Investment Management
Florida
$740K +$37.9K +793 +5%
LIM
302
Loudon Investment Management
New Hampshire
$738K
WTC
303
WhitTier Trust Company
Nevada
$716K
CYG
304
Clean Yield Group
Vermont
$714K -$17.9K -376 -2%
O
305
Ossiam
France
$713K -$32.9K -690 -4%
GLA
306
Good Life Advisors
Pennsylvania
$712K +$477 +10 +0.1%
CIBC Asset Management
307
CIBC Asset Management
Ontario, Canada
$707K -$224K -4,701 -24%
PTC
308
Philadelphia Trust Company
Pennsylvania
$702K -$57.1K -1,196 -8%
RFA
309
Resurgent Financial Advisors
Georgia
$694K -$4.25K -89 -0.6%
KBC Group
310
KBC Group
Belgium
$688K -$278K -5,818 -29%
D
311
Diversified
Delaware
$685K +$247K +5,173 +56%
MUAMU
312
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$668K
VI
313
Vestcor Inc
New Brunswick, Canada
$665K +$2.39K +50 +0.4%
UCFA
314
United Capital Financial Advisors
Texas
$658K -$26.1K -546 -4%
Schroder Investment Management Group
315
Schroder Investment Management Group
United Kingdom
$634K +$307K +6,425 +94%
AAS
316
Avantax Advisory Services
Texas
$627K +$7.49K +157 +1%
SHFA
317
SS&H Financial Advisors
Michigan
$624K
ST
318
Spinnaker Trust
Maine
$618K -$10.3K -215 -2%
IMRF
319
Illinois Municipal Retirement Fund
Illinois
$612K
Rockefeller Capital Management
320
Rockefeller Capital Management
New York
$609K -$409K -8,578 -40%
EI
321
Ethic Inc
New York
$607K +$249K +5,218 +70%
MC
322
Moors & Cabot
Massachusetts
$604K
ETC
323
Exchange Traded Concepts
Oklahoma
$590K +$16K +335 +3%
PCM
324
Penserra Capital Management
California
$579K +$579K +12,132 New
IFWM
325
Institute for Wealth Management
Colorado
$570K -$19.1K -400 -3%