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Essential Utilities

645 hedge funds and large institutions have $8.32B invested in Essential Utilities in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 212 increasing their positions, 221 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.32%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
65
Increased
212
Reduced
221
Closed
59
Calls
$12.4M
Puts
$4.46M
Net Calls
+$7.99M
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Shares
Change %
JPMPWA
301
J.P. Morgan Private Wealth Advisors
California
$743K +$15.4K +352 +2%
RP
302
Rowlandmiller & Partners
Georgia
$720K +$15.3K +350 +2%
FT
303
Fiduciary Trust
Massachusetts
$714K -$43.7K -1,000 -6%
BAM
304
Belpointe Asset Management
Nevada
$713K +$17.9K +411 +3%
National Bank of Canada
305
National Bank of Canada
Quebec, Canada
$712K +$587K +13,597 +468%
LIM
306
Loudon Investment Management
New Hampshire
$675K
FPF
307
First Pacific Financial
Washington
$675K -$16.3K -374 -2%
CIBC Asset Management
308
CIBC Asset Management
Ontario, Canada
$668K +$21.2K +486 +3%
WTC
309
WhitTier Trust Company
Nevada
$655K
CYG
310
Clean Yield Group
Vermont
$653K
GLA
311
Good Life Advisors
Pennsylvania
$651K +$567 +13 +0.1%
USAA
312
United Services Automobile Association
Texas
$646K -$381K -8,729 -37%
IIM
313
INTECH Investment Management
Florida
$642K -$34.6K -793 -5%
Voloridge Investment Management
314
Voloridge Investment Management
Florida
$639K +$639K +14,633 New
Rockefeller Capital Management
315
Rockefeller Capital Management
New York
$637K +$80.6K +1,848 +14%
LWMG
316
Levy Wealth Management Group
Pennsylvania
$633K +$238K +5,461 +60%
RFA
317
Resurgent Financial Advisors
Georgia
$629K -$5.67K -130 -0.9%
BPC
318
Banque Pictet & Cie
Switzerland
$626K -$1.94M -44,508 -76%
BCM
319
Bayesian Capital Management
New York
$620K +$620K +14,200 New
MUAMU
320
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$611K
VI
321
Vestcor Inc
New Brunswick, Canada
$609K
ETC
322
Exchange Traded Concepts
Oklahoma
$599K +$59.5K +1,363 +11%
OC
323
Oppenheimer & Co
New York
$582K +$195K +4,478 +51%
AAS
324
Avantax Advisory Services
Texas
$577K +$3.67K +84 +0.6%
Janus Henderson Group
325
Janus Henderson Group
United Kingdom
$576K -$515K -11,809 -47%