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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 %
FWIA
326
Fort Washington Investment Advisors
Ohio
$451K -$10.1K -225 -2%
MUAMU
327
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$448K -$426K -9,500 -49%
BCM
328
Blume Capital Management
California
$448K
GVAG
329
Great Valley Advisor Group
Delaware
$445K -$14.2K -318 -3%
CAPTRUST Financial Advisors
330
CAPTRUST Financial Advisors
North Carolina
$443K +$39.1K +873 +10%
FWCM
331
Ferguson Wellman Capital Management
Oregon
$442K
SWM
332
SeaCrest Wealth Management
New York
$442K
PCAP
333
Pratt Collard Advisory Partners
New York
$439K
Mackenzie Financial
334
Mackenzie Financial
Ontario, Canada
$437K +$131K +2,935 +43%
TWP
335
Tower Wealth Partners
Pennsylvania
$436K -$55.7K -1,243 -11%
D
336
Diversified
Delaware
$432K -$27K -604 -6%
CCMD
337
Cypress Capital Management (Delaware)
Delaware
$428K
CC
338
Cannell & Co
New York
$426K
PA
339
Pinnacle Associates
New York
$425K
KAS
340
Kestra Advisory Services
Texas
$423K -$241K -5,383 -36%
TW
341
TrinityPoint Wealth
Connecticut
$416K +$4.29K +96 +1%
CIBC Asset Management
342
CIBC Asset Management
Ontario, Canada
$415K +$40.5K +905 +11%
LWMG
343
Levy Wealth Management Group
Pennsylvania
$414K +$45 +1 +0%
RP
344
Rowlandmiller & Partners
Georgia
$408K +$408K +9,110 New
FIA
345
Foundations Investment Advisors
Arizona
$407K +$6.57K +144 +2%
Nordea Investment Management
346
Nordea Investment Management
Sweden
$401K -$3.92M -88,522 -91%
PFO
347
Pathstone Family Office
New Jersey
$400K +$248K +5,531 +162%
RJT
348
Raymond James Trust
Florida
$398K +$123K +2,756 +45%
AAS
349
Avantax Advisory Services
Texas
$396K +$27.7K +621 +8%
BCCM
350
Bridge Creek Capital Management
Massachusetts
$394K -$39.1K -875 -9%