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Essential Utilities

426 hedge funds and large institutions have $2.92B invested in Essential Utilities in 2017 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 136 increasing their positions, 137 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-6
Holders Change %
-1.39%
% of All Funds
10.62%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
44
Increased
136
Reduced
137
Closed
41
Calls
$1.16M
Puts
$2.02M
Net Calls
-$858K
Net Calls Change
-$234K
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
351
CT Financial Advisors
Pennsylvania
$59.8K
NCM
352
New Capital Management
Texas
$58K
ACM
353
Armbruster Capital Management
New York
$51K
WB
354
Webster Bank
Connecticut
$51K
YWP
355
YorkBridge Wealth Partners
New York
$49K
EWM
356
Endurance Wealth Management
Rhode Island
$48K
TCOV
357
Trust Company of Vermont
Vermont
$48K
DSC
358
Duncker Streett & Co
Missouri
$45K +$15K +469 +50%
PCP
359
Proficio Capital Partners
Massachusetts
$44K +$30.7K +946 +231%
ADL
360
Asset Dedication LLC
California
$44K +$44K +1,358 New
BWM
361
Baystate Wealth Management
Massachusetts
$41K
AF
362
Allworth Financial
California
$40K
JWA
363
JFS Wealth Advisors
Pennsylvania
$40K
MMG
364
Monetary Management Group
Missouri
$36K
AF
365
Arrow Financial
New York
$35K
Nomura Asset Management
366
Nomura Asset Management
Japan
$35K +$13.6K +420 +64%
CFA
367
Carroll Financial Associates
North Carolina
$35K +$20.8K +652 +146%
GI
368
Gradient Investments
Minnesota
$33K +$33K +1,041 New
PG
369
Patten Group
Tennessee
$32K
VIA
370
Vantage Investment Advisors
Pennsylvania
$32K
FIB
371
First Interstate Bank
Montana
$32K
LWA
372
Lenox Wealth Advisors
New York
$32K +$191 +6 +0.6%
SFG
373
SevenBridge Financial Group
Pennsylvania
$31K
JCM
374
Jacobi Capital Management
Pennsylvania
$31K
IAS
375
INR Advisory Services
Pennsylvania
$28K