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Essential Utilities

617 hedge funds and large institutions have $7.89B invested in Essential Utilities in 2024 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 253 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
-5
Holders Change %
-0.8%
% of All Funds
8.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
72
Increased
180
Reduced
253
Closed
65
Calls
$1.49M
Puts
$2.8M
Net Calls
-$1.32M
Net Calls Change
-$1.08M
Name Holding Trade Value Shares
Change
Shares
Change %
FT
351
Fiduciary Trust
Massachusetts
$397K
HWM
352
HB Wealth Management
Georgia
$397K +$31.1K +856 +9%
OAC
353
OMERS Administration Corp
Ontario, Canada
$394K -$195K -5,371 -33%
FCM
354
Fieldview Capital Management
Michigan
$390K +$390K +10,727 New
IFWM
355
Institute for Wealth Management
Colorado
$389K -$6.36K -175 -2%
Bank Julius Baer & Co
356
Bank Julius Baer & Co
Switzerland
$389K +$26.9K +670 +7%
IAA
357
Independent Advisor Alliance
North Carolina
$388K +$388K +10,695 New
MCM
358
Manchester Capital Management
Vermont
$387K +$50.8K +1,398 +15%
MAS
359
Meeder Advisory Services
Ohio
$382K -$21.6K -595 -5%
FBT
360
First Bankers Trust
Kentucky
$374K
GWM
361
Gitterman Wealth Management
New Jersey
$372K +$37K +1,020 +11%
PIM
362
Pullen Investment Management
Florida
$369K -$60.3K -1,659 -14%
CW
363
Code Waechter
Florida
$366K -$31.9K -879 -8%
BFG
364
Bleakley Financial Group
New Jersey
$363K -$16.9K -465 -4%
BAMF
365
BI Asset Management Fondsmaeglerselskab
Denmark
$363K +$363K +9,985 New
FAFN
366
First Affirmative Financial Network
Colorado
$363K +$12.7K +351 +4%
VWM
367
Verus Wealth Management
Wisconsin
$361K +$361K +9,947 New
BWP
368
Bernardo Wealth Planning
Pennsylvania
$356K +$102 +3 +0%
LIM
369
Longfellow Investment Management
Massachusetts
$355K -$22.7K -626 -6%
EP
370
Edgestream Partners
New Jersey
$354K +$354K +9,744 New
GEA
371
Glen Eagle Advisors
New Jersey
$346K -$15.8K -436 -4%
ECM
372
Evergreen Capital Management
Washington
$346K -$28.6K -787 -8%
DWT
373
Dorsey & Whitney Trust
South Dakota
$340K +$21.8K +600 +7%
EWA
374
EP Wealth Advisors
California
$335K -$12.9K -354 -4%
MW
375
Marcum Wealth
Ohio
$334K +$2.03K +56 +0.6%