WTRG icon

Essential Utilities

480 hedge funds and large institutions have $3.34B invested in Essential Utilities in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 159 increasing their positions, 146 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
-6
Holders Change %
-1.23%
% of All Funds
11.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
43
Increased
159
Reduced
146
Closed
43
Calls
$691K
Puts
$2.58M
Net Calls
-$1.89M
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
376
CAPTRUST Financial Advisors
North Carolina
$58K
RWP
377
RWA Wealth Partners
Massachusetts
$56K +$56K +1,657 New
PWM
378
Perigon Wealth Management
California
$55K
JGIA
379
Jackson Grant Investment Advisers
Connecticut
$55K +$306 +9 +0.6%
PG
380
PEAK6 Group
Illinois
$55K +$55K +1,621 New
MGIA
381
Moneta Group Investment Advisors
Missouri
$55K +$55K +54,852 New
ACM
382
Armbruster Capital Management
New York
$54K
WB
383
Webster Bank
Connecticut
$54K
APP
384
Avantax Planning Partners
Iowa
$53K +$53K +1,560 New
BAM
385
Bruderman Asset Management
New York
$52K +$52K +1,522 New
EWM
386
Endurance Wealth Management
Rhode Island
$51K
TCOV
387
Trust Company of Vermont
Vermont
$51K
YWP
388
YorkBridge Wealth Partners
New York
$49K
DSC
389
Duncker Streett & Co
Missouri
$48K +$102 +3 +0.2%
RE
390
RBC Europe
United Kingdom
$46.3K
PCP
391
Proficio Capital Partners
Massachusetts
$46K
APA
392
American Portfolios Advisors
New York
$46K
SF
393
Synovus Financial
Georgia
$45K +$45K +1,359 New
WEC
394
Winslow Evans & Crocker
Massachusetts
$44.1K -$23.1K -678 -34%
WCM
395
Wealthcare Capital Management
Virginia
$44K
BWM
396
Baystate Wealth Management
Massachusetts
$43K
AF
397
Allworth Financial
California
$43K
VFA
398
Valeo Financial Advisors
Indiana
$43K
TVWM
399
Tower View Wealth Management
Wisconsin
$41K +$239 +7 +0.6%
SIAS
400
Shine Investment Advisory Services
Colorado
$39K