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Essential Utilities

595 hedge funds and large institutions have $7.71B invested in Essential Utilities in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 206 increasing their positions, 185 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
10.48%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
59
Increased
206
Reduced
185
Closed
53
Calls
$5.66M
Puts
$3.18M
Net Calls
+$2.48M
Net Calls Change
-$4.96M
Name Holding Trade Value Shares
Change
Shares
Change %
LIA
351
LS Investment Advisors
Michigan
$391K -$118K -2,647 -23%
VI
352
Vestcor Inc
New Brunswick, Canada
$390K
LDFR
353
Lehman & Derafelo Financial Resources
Pennsylvania
$389K
WAM
354
World Asset Management
Michigan
$386K -$25.1K -532 -6%
HSA
355
HBK Sorce Advisory
Pennsylvania
$379K -$6.49K -145 -2%
OQS
356
Occudo Quantitative Strategies
Florida
$379K +$379K +8,467 New
BAM
357
Barrett Asset Management
New York
$377K
OBWP
358
O'Brien Wealth Partners
Massachusetts
$369K
SWA
359
Stratos Wealth Advisors
Ohio
$367K +$90 +2 +0%
GJIC
360
Gamble Jones Investment Counsel
California
$366K
CI
361
Cigna Investments
Connecticut
$359K +$14.2K +319 +4%
Chevy Chase Trust
362
Chevy Chase Trust
Maryland
$358K
CB
363
Community Bank
New York
$358K
BSW
364
Buckingham Strategic Wealth
Missouri
$351K -$6.31K -141 -2%
AF
365
Affiance Financial
Minnesota
$348K
IRF
366
IBM Retirement Fund
New York
$344K -$24.6K -550 -7%
MW
367
Marcum Wealth
Ohio
$341K +$341K +7,627 New
YIH
368
Y-Intercept (HK)
Hong Kong
$340K +$340K +7,699 New
MWNA
369
Marshall Wace North America
New York
$337K +$337K +7,529 New
NAMP
370
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$335K
MCM
371
Murphy Capital Management
New Jersey
$333K -$25.7K -575 -7%
AIM
372
Anchor Investment Management
South Carolina
$332K
SM
373
Sciencast Management
New Jersey
$331K +$331K +7,306 New
FB
374
Fulton Bank
Pennsylvania
$330K
KC
375
Kingfisher Capital
North Carolina
$328K -$1.18M -26,428 -78%