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Essential Utilities

645 hedge funds and large institutions have $8.32B invested in Essential Utilities in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 212 increasing their positions, 221 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.32%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
65
Increased
212
Reduced
221
Closed
59
Calls
$12.4M
Puts
$4.46M
Net Calls
+$7.99M
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Shares
Change %
WF
351
Welch & Forbes
Massachusetts
$466K -$43.7K -1,000 -9%
FBT
352
First Bankers Trust
Kentucky
$465K -$8.16K -187 -2%
ASN
353
Advisory Services Network
Georgia
$463K +$655 +15 +0.1%
SHA
354
Seneca House Advisors
Virginia
$460K +$460K +10,533 New
Cerity Partners
355
Cerity Partners
New York
$456K +$456K +10,459 New
JWCA
356
J.W. Cole Advisors
Florida
$449K +$22.4K +513 +5%
HWM
357
HB Wealth Management
Georgia
$447K +$51.3K +1,175 +13%
FWCM
358
Ferguson Wellman Capital Management
Oregon
$445K
CL
359
Choreo LLC
Illinois
$441K +$441K +10,106 New
PA
360
Procyon Advisors
Connecticut
$437K -$131 -3 -0%
OHWA
361
Oak Hill Wealth Advisors
Virginia
$437K +$437K +1,000 New
SPC
362
Sigma Planning Corp
Michigan
$430K -$76.7K -1,758 -15%
KeyBank National Association
363
KeyBank National Association
Ohio
$419K -$5.72K -131 -1%
Allspring Global Investments
364
Allspring Global Investments
North Carolina
$415K +$80.8K +1,852 +24%
GVAG
365
Great Valley Advisor Group
Delaware
$415K
MGP
366
Metis Global Partners
California
$412K +$161K +3,694 +64%
UCFA
367
United Capital Financial Advisors
Texas
$406K -$196K -4,481 -33%
SWM
368
SeaCrest Wealth Management
New York
$399K -$56.7K -1,300 -12%
BCV
369
Banque Cantonale Vaudoise
Switzerland
$397K -$51.2K -1,172 -11%
MW
370
Marcum Wealth
Ohio
$396K -$1K -23 -0.3%
FIA
371
Foundations Investment Advisors
Arizona
$395K -$655 -15 -0.2%
OPS
372
Orion Portfolio Solutions
Nebraska
$391K +$99.1K +2,270 +34%
BCI
373
Brinker Capital Investments
Pennsylvania
$391K +$391K +8,950 New
TCM
374
Teza Capital Management
Illinois
$380K +$380K +8,714 New
FWIA
375
Fort Washington Investment Advisors
Ohio
$378K