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Essential Utilities

633 hedge funds and large institutions have $7.81B invested in Essential Utilities in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 246 increasing their positions, 173 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
10.95%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
65
Increased
246
Reduced
173
Closed
54
Calls
$14.8M
Puts
$11.6M
Net Calls
+$3.2M
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Shares
Change %
D
376
Diversified
Delaware
$380K +$248 +6 +0.1%
MW
377
Marcum Wealth
Ohio
$376K +$124 +3 +0%
FIA
378
Foundations Investment Advisors
Arizona
$375K +$786 +19 +0.2%
LWMG
379
Levy Wealth Management Group
Pennsylvania
$374K +$41 +1 +0%
HWM
380
HB Wealth Management
Georgia
$373K -$1.08K -26 -0.3%
RT
381
Rockland Trust
Massachusetts
$370K -$29.8K -719 -7%
BMSSC
382
B. Metzler seel. Sohn & Co
Germany
$370K +$11.3K +272 +3%
FDCDDQ
383
Federation des caisses Desjardins du Quebec
Quebec, Canada
$368K
CTC
384
Central Trust Company
Missouri
$368K
PHK
385
Point72 Hong Kong
Hong Kong
$366K +$366K +8,850 New
BCM
386
Blume Capital Management
California
$365K -$20.7K -500 -5%
ECM
387
EagleClaw Capital Management
Massachusetts
$364K -$19K -460 -5%
FWIA
388
Fort Washington Investment Advisors
Ohio
$359K -$4.14K -100 -1%
Assenagon Asset Management
389
Assenagon Asset Management
Luxembourg
$359K +$359K +8,682 New
AWM
390
Apollon Wealth Management
South Carolina
$350K +$910 +22 +0.3%
TCM
391
Teza Capital Management
Illinois
$350K +$350K +8,469 New
CAPTRUST Financial Advisors
392
CAPTRUST Financial Advisors
North Carolina
$348K +$13.8K +335 +4%
BPA
393
Beacon Pointe Advisors
California
$341K +$750 +18 +0.2%
GJIC
394
Gamble Jones Investment Counsel
California
$338K
JF
395
Jump Financial
Illinois
$338K +$338K +8,157 New
GP
396
Girard Partners
Pennsylvania
$336K +$1.45K +35 +0.4%
PF
397
Phoenix Financial
Israel
$333K -$38.9K -912 -10%
Chevy Chase Trust
398
Chevy Chase Trust
Maryland
$331K
BHIA
399
Birch Hill Investment Advisors
Massachusetts
$327K
SBH
400
Segall Bryant & Hamill
Illinois
$325K