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Essential Utilities

569 hedge funds and large institutions have $6.93B invested in Essential Utilities in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 187 increasing their positions, 178 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
569
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
11.51%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
54
Increased
187
Reduced
178
Closed
49
Calls
$5.92M
Puts
$3.39M
Net Calls
+$2.53M
Net Calls Change
+$3.13M
Name Holding Trade Value Shares
Change
Shares
Change %
LNWWM
351
Laird Norton Wetherby Wealth Management
California
$358K +$33.1K +824 +10%
LDFR
352
Lehman & Derafelo Financial Resources
Pennsylvania
$350K
BAM
353
Barrett Asset Management
New York
$349K
MCM
354
Murphy Capital Management
New Jersey
$343K -$22.1K -550 -6%
OBWP
355
O'Brien Wealth Partners
Massachusetts
$339K
CIBC Asset Management
356
CIBC Asset Management
Ontario, Canada
$337K +$8.33K +207 +3%
AF
357
Affiance Financial
Minnesota
$336K
JPMPWA
358
J.P. Morgan Private Wealth Advisors
California
$329K -$513K -12,743 -61%
GJIC
359
Gamble Jones Investment Counsel
California
$329K
Chevy Chase Trust
360
Chevy Chase Trust
Maryland
$322K -$20.1K -500 -6%
CB
361
Community Bank
New York
$322K
SG Americas Securities
362
SG Americas Securities
New York
$321K -$3.19M -79,372 -91%
Squarepoint
363
Squarepoint
New York
$320K -$218K -5,428 -41%
KAS
364
Kestra Advisory Services
Texas
$320K +$320K +120 New
WSCM
365
Wellington Shields Capital Management
New York
$319K
BSW
366
Buckingham Strategic Wealth
Missouri
$319K +$58.7K +1,458 +23%
TMAM
367
Tokio Marine Asset Management
Japan
$313K -$724 -18 -0.2%
AIM
368
Anchor Investment Management
South Carolina
$309K
OAM
369
Oppenheimer Asset Management
New York
$306K +$40.5K +1,008 +15%
BCM
370
Bayesian Capital Management
New York
$302K +$302K +7,501 New
NAMP
371
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$301K
FA
372
FCG Advisors
New Jersey
$300K +$5.16K +128 +2%
CAPTRUST Financial Advisors
373
CAPTRUST Financial Advisors
North Carolina
$299K -$5.97K -146 -2%
FB
374
Fulton Bank
Pennsylvania
$297K
IRF
375
IBM Retirement Fund
New York
$292K +$82K +2,040 +39%