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Essential Utilities

480 hedge funds and large institutions have $3.34B invested in Essential Utilities in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 159 increasing their positions, 146 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
-6
Holders Change %
-1.23%
% of All Funds
11.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
43
Increased
159
Reduced
146
Closed
43
Calls
$691K
Puts
$2.58M
Net Calls
-$1.89M
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
351
Jacobi Capital Management
Pennsylvania
$145K +$703 +21 +0.5%
IA
352
IFP Advisors
Florida
$143K
CHC
353
City Holding Co
West Virginia
$132K
HR
354
Howe & Rusling
New York
$122K +$122K +3,571 New
NPP
355
New Potomac Partners
Maryland
$114K
PFSC
356
Peoples Financial Services Corp
Pennsylvania
$99K
HDIM
357
Hanson & Doremus Investment Management
Vermont
$96K
AWA
358
Acorn Wealth Advisors
Michigan
$93K +$9.87K +281 +12%
CAL
359
Capital Analysts LLC
Pennsylvania
$93K +$93K +2,732 New
HI
360
Hudock Inc
Pennsylvania
$91K
PCG
361
Private Capital Group
Connecticut
$88K +$81.4K +2,380 +1,240%
RCAG
362
Rehmann Capital Advisory Group
Michigan
$87K +$87K +2,553 New
Envestnet Asset Management
363
Envestnet Asset Management
Illinois
$86K -$805K -23,542 -90%
AAM
364
Advisors Asset Management
Colorado
$84K -$2.86K -84 -3%
LWCFA
365
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$80K
CFA
366
Carroll Financial Associates
North Carolina
$80K +$42.5K +1,254 +113%
RFC
367
Regions Financial Corp
Alabama
$76K +$14.7K +433 +24%
MF
368
MHI Funds
New York
$73K +$2.54K +75 +4%
EMG
369
ETF Managers Group
New Jersey
$73K +$9.11K +274 +14%
SIC
370
Salem Investment Counselors
North Carolina
$67K
MFBTD
371
MB Financial Bank - Trust Department
Illinois
$66K +$66K +1,951 New
MRCM
372
M&R Capital Management
New Jersey
$63K -$6.72K -200 -10%
FCAG
373
First Capital Advisors Group
New Jersey
$62K +$62K +1,831 New
NCM
374
New Capital Management
Texas
$61K
WAM
375
Wealthspire Advisors (Maryland)
Maryland
$60K -$10.2K -299 -14%