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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 %
SCM
326
Shelton Capital Management
Colorado
$566K
WF
327
Welch & Forbes
Massachusetts
$558K
SPC
328
Sigma Planning Corp
Michigan
$555K +$17.6K +368 +3%
WHCI
329
W.H. Cornerstone Investments
Massachusetts
$550K +$1.07K +22 +0.2%
MAS
330
Meeder Advisory Services
Ohio
$548K +$548K +11,486 New
American Century Companies
331
American Century Companies
Missouri
$547K -$22.5K -472 -4%
WE
332
Wealth Effects
Massachusetts
$543K
OBGC
333
O'Brien Greene & Co
Pennsylvania
$535K -$1.64M -34,428 -75%
NIMI
334
Natixis Investment Managers International
France
$534K +$42.1K +882 +9%
TF
335
TIAA FSB
Florida
$525K -$2.05K -43 -0.4%
FBT
336
First Bankers Trust
Kentucky
$518K -$5.78K -121 -1%
FMWA
337
Forvis Mazars Wealth Advisors
Missouri
$516K
TW
338
TrinityPoint Wealth
Connecticut
$514K -$191 -4 -0%
Bank Julius Baer & Co
339
Bank Julius Baer & Co
Switzerland
$511K +$8.07K +169 +2%
ASN
340
Advisory Services Network
Georgia
$505K -$16.8K -351 -3%
QT
341
Quantamental Technologies
New York
$504K +$9.12K +191 +2%
BWM
342
Blossom Wealth Management
California
$500K +$2.39K +50 +0.5%
SWM
343
SeaCrest Wealth Management
New York
$498K -$23.8K -499 -5%
BCV
344
Banque Cantonale Vaudoise
Switzerland
$490K +$35.6K +745 +8%
FWCM
345
Ferguson Wellman Capital Management
Oregon
$487K +$23.9K +500 +5%
PA
346
Procyon Advisors
Connecticut
$478K +$478K +10,008 New
DA
347
Duality Advisers
Florida
$474K -$3.16M -66,192 -87%
CIG
348
Cascade Investment Group
Colorado
$472K +$472K +9,880 New
JWCA
349
J.W. Cole Advisors
Florida
$467K +$525 +11 +0.1%
KeyBank National Association
350
KeyBank National Association
Ohio
$464K -$11.9K -250 -3%