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Essential Utilities

617 hedge funds and large institutions have $7.89B invested in Essential Utilities in 2024 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 253 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
-5
Holders Change %
-0.8%
% of All Funds
8.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
72
Increased
180
Reduced
253
Closed
65
Calls
$1.49M
Puts
$2.8M
Net Calls
-$1.32M
Net Calls Change
-$1.08M
Name Holding Trade Value Shares
Change
Shares
Change %
LOAMS
301
Lombard Odier Asset Management (Switzerland)
Switzerland
$584K
WANY
302
Wealthspire Advisors (New York)
New York
$581K +$23.4K +645 +4%
O
303
Ossiam
France
$581K -$583K -16,040 -50%
BWM
304
Blossom Wealth Management
California
$576K +$38.9K +1,070 +7%
LIM
305
Loudon Investment Management
New Hampshire
$562K
CL
306
Choreo LLC
Illinois
$550K -$46.7K -1,286 -8%
US Bancorp
307
US Bancorp
Minnesota
$545K -$42.2K -1,163 -7%
SCM
308
Sterling Capital Management
North Carolina
$542K +$193K +5,324 +55%
XT
309
XTX Topco
Cayman Islands
$538K -$670K -18,434 -55%
KeyBank National Association
310
KeyBank National Association
Ohio
$534K -$16K -440 -3%
TRCT
311
Tower Research Capital (TRC)
New York
$534K +$279K +7,682 +109%
RFA
312
Resurgent Financial Advisors
Georgia
$523K
WTC
313
WhitTier Trust Company
Nevada
$523K
MSS
314
Mitchell Sinkler & Starr
Pennsylvania
$522K -$41.4K -1,140 -7%
CMS
315
Capital Market Strategies
Florida
$512K +$320K +8,800 +166%
MYAM
316
Meiji Yasuda Asset Management
Japan
$512K
CIBC Asset Management
317
CIBC Asset Management
Ontario, Canada
$511K -$6.43K -177 -1%
Millennium Management
318
Millennium Management
New York
$511K -$44.7M -1,229,422 -99%
MIF
319
Mediolanum International Funds
Ireland
$506K +$166K +4,599 +49%
RP
320
Rowlandmiller & Partners
Georgia
$504K -$10.9K -300 -2%
AWS
321
Atria Wealth Solutions
New York
$504K +$504K +13,864 New
DADC
322
D.A. Davidson & Co
Montana
$503K -$67.5K -1,858 -12%
AI
323
Atom Investors
Texas
$499K -$7.87M -216,598 -94%
Carson Wealth (CWM LLC)
324
Carson Wealth (CWM LLC)
Nebraska
$498K +$62.4K +1,717 +14%
RDWM
325
Red Door Wealth Management
Tennessee
$491K +$491K +13,523 New