WTRG icon

Essential Utilities

639 hedge funds and large institutions have $9.18B invested in Essential Utilities in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 236 increasing their positions, 191 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
Holders Change
-4
Holders Change %
-0.62%
% of All Funds
10.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
68
Increased
236
Reduced
191
Closed
63
Calls
$3.8M
Puts
$1.14M
Net Calls
+$2.66M
Net Calls Change
-$568K
Name Holding Trade Value Shares
Change
Shares
Change %
Chevy Chase Trust
376
Chevy Chase Trust
Maryland
$409K
BHIA
377
Birch Hill Investment Advisors
Massachusetts
$404K -$41.9K -818 -9%
AAM
378
Advisors Asset Management
Colorado
$404K +$154K +3,020 +62%
BPA
379
Beacon Pointe Advisors
California
$401K +$401K +7,850 New
LNWWM
380
Laird Norton Wetherby Wealth Management
California
$399K +$27.1K +530 +7%
LDFR
381
Lehman & Derafelo Financial Resources
Pennsylvania
$398K
FAFN
382
First Affirmative Financial Network
Colorado
$395K +$7.87K +154 +2%
AIM
383
Anchor Investment Management
South Carolina
$391K +$79.3K +1,550 +25%
WE
384
Wealth Effects
Massachusetts
$388K +$51 +1 +0%
PA
385
Pinnacle Associates
New York
$385K -$103K -2,025 -21%
DP
386
Dearborn Partners
Illinois
$383K +$511 +10 +0.1%
NAMP
387
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$378K
KC
388
Kingfisher Capital
North Carolina
$377K -$5.68K -111 -1%
RJT
389
Raymond James Trust
Florida
$374K -$21.1K -413 -5%
CWM
390
CCG Wealth Management
California
$371K +$371K +7,252 New
BP
391
BBR Partners
New York
$365K
ZIMP
392
Zimmermann Investment Management & Planning
Pennsylvania
$361K +$361K +7,051 New
PWA
393
Providence Wealth Advisors
Illinois
$359K
JAM
394
Jupiter Asset Management
United Kingdom
$357K
SBH
395
Segall Bryant & Hamill
Illinois
$356K
MCC
396
Money Concepts Capital
Florida
$350K +$130K +2,552 +59%
Northwestern Mutual Wealth Management
397
Northwestern Mutual Wealth Management
Wisconsin
$342K -$48.4K -946 -12%
CCG
398
Capital CS Group
California
$341K
ACM
399
AlphaCrest Capital Management
New York
$340K -$163K -3,190 -32%
ERIM
400
Eagle Ridge Investment Management
Connecticut
$336K