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Essential Utilities

653 hedge funds and large institutions have $9.14B invested in Essential Utilities in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 217 increasing their positions, 201 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+20
Holders Change %
+3.16%
% of All Funds
10.54%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
99
Increased
217
Reduced
201
Closed
71
Calls
$2.35M
Puts
$10.2M
Net Calls
-$7.85M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BL
351
Balentine LLC
Georgia
$461K +$461K +9,668 New
GVAG
352
Great Valley Advisor Group
Delaware
$454K -$55.5K -1,163 -11%
MW
353
Marcum Wealth
Ohio
$434K +$1.15K +24 +0.3%
HWM
354
HB Wealth Management
Georgia
$433K +$3.2K +67 +0.7%
FIA
355
Foundations Investment Advisors
Arizona
$433K
LWMG
356
Levy Wealth Management Group
Pennsylvania
$432K +$95 +2 +0%
CTC
357
Central Trust Company
Missouri
$424K
OC
358
Oppenheimer & Co
New York
$422K +$144K +3,010 +52%
ECM
359
EagleClaw Capital Management
Massachusetts
$420K
RT
360
Rockland Trust
Massachusetts
$416K -$9.58K -201 -2%
CAPTRUST Financial Advisors
361
CAPTRUST Financial Advisors
North Carolina
$415K +$13.1K +274 +3%
FWIA
362
Fort Washington Investment Advisors
Ohio
$414K
VPIM
363
Vanguard Personalized Indexing Management
California
$409K -$222K -4,651 -35%
GP
364
Girard Partners
Pennsylvania
$405K +$16.7K +349 +4%
BCM
365
Blume Capital Management
California
$404K -$16.2K -340 -4%
PI
366
PEAK6 Investments
Illinois
$403K +$403K +8,440 New
AC
367
Apella Capital
Connecticut
$401K +$401K +8,407 New
AWA
368
Aaron Wealth Advisors
Illinois
$400K -$95.4K -1,999 -19%
HNB
369
Huntington National Bank
Ohio
$395K -$105K -2,200 -21%
BHIA
370
Birch Hill Investment Advisors
Massachusetts
$394K +$17.2K +360 +5%
AWM
371
Apollon Wealth Management
South Carolina
$392K -$12.3K -258 -3%
V
372
Veritable
Delaware
$391K +$98.9K +2,073 +34%
GJIC
373
Gamble Jones Investment Counsel
California
$390K
TWP
374
Tower Wealth Partners
Pennsylvania
$384K -$35.8K -750 -9%
CCA
375
Conestoga Capital Advisors
Pennsylvania
$384K +$85.9K +1,800 +29%