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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 %
NWM
326
Northcape Wealth Management
New York
$489K +$489K +13,451 New
TCM
327
Tradewinds Capital Management
Washington
$487K +$36 +1 +0%
CYG
328
Clean Yield Group
Vermont
$482K -$9.08K -250 -2%
MWM
329
Modera Wealth Management
New Jersey
$477K -$559K -15,378 -54%
EHC
330
Everett Harris & Co
California
$472K +$472K +13,000 New
MGP
331
M&G plc
United Kingdom
$469K
IMRF
332
Illinois Municipal Retirement Fund
Illinois
$466K
TMAM
333
Tokio Marine Asset Management
Japan
$460K +$55.1K +1,516 +14%
QCM
334
QRG Capital Management
Illinois
$454K -$54.2K -1,491 -11%
ISL
335
Ingalls & Snyder LLC
New York
$453K -$15.4K -425 -3%
KCM
336
Kathmere Capital Management
Pennsylvania
$447K -$68.6K -1,889 -13%
AF
337
AGP Franklin
Tennessee
$440K +$440K +12,119 New
IC
338
IEQ Capital
California
$439K +$2.58K +71 +0.6%
Mirae Asset Global ETFs Holdings
339
Mirae Asset Global ETFs Holdings
Hong Kong
$433K -$2.94K -81 -0.7%
FMWA
340
Forvis Mazars Wealth Advisors
Missouri
$430K
CWM
341
CIBC World Markets
New York
$427K -$123K -3,377 -22%
FTC
342
Farmers Trust Company
Ohio
$423K -$11.6K -318 -3%
KWA
343
Kingswood Wealth Advisors
California
$422K +$422K +11,622 New
EM
344
ELCO Management
New York
$420K -$252K -6,950 -38%
EB
345
Eastern Bank
Massachusetts
$409K -$1.38M -38,030 -77%
SHFA
346
SS&H Financial Advisors
Michigan
$403K
ECM
347
EagleClaw Capital Management
Massachusetts
$401K
Rockefeller Capital Management
348
Rockefeller Capital Management
New York
$401K +$22.4K +617 +6%
KOC
349
Koss-Olinger Consulting
Florida
$400K +$400K +11,010 New
TW
350
TrinityPoint Wealth
Connecticut
$398K