WTRG icon

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 %
CTC
376
Central Trust Company
Missouri
$377K -$10.9K -250 -3%
AA
377
ALPS Advisors
Colorado
$370K +$40.9K +936 +12%
LNWWM
378
Laird Norton Wetherby Wealth Management
California
$367K +$64.1K +1,468 +21%
AWA
379
Aaron Wealth Advisors
Illinois
$366K +$611 +14 +0.2%
AWS
380
Atria Wealth Solutions
New York
$365K -$355K -8,142 -49%
ECM
381
EagleClaw Capital Management
Massachusetts
$362K -$21.8K -500 -6%
BHIA
382
Birch Hill Investment Advisors
Massachusetts
$360K
RT
383
Rockland Trust
Massachusetts
$359K -$21.8K -500 -6%
PF
384
Phoenix Financial
Israel
$359K +$48.2K +1,130 +16%
PA
385
Profund Advisors
Maryland
$358K -$410K -9,402 -53%
GP
386
Girard Partners
Pennsylvania
$356K -$14.5K -333 -4%
MAS
387
Meeder Advisory Services
Ohio
$355K -$146K -3,344 -29%
MM
388
MQS Management
New York
$353K +$353K +8,090 New
CCA
389
Conestoga Capital Advisors
Pennsylvania
$351K
Northwestern Mutual Wealth Management
390
Northwestern Mutual Wealth Management
Wisconsin
$347K +$59.1K +1,354 +21%
JIC
391
Johnson Investment Counsel
Ohio
$345K +$2.53K +58 +0.7%
PI
392
PEAK6 Investments
Illinois
$345K -$23.8K -546 -6%
HI
393
Humankind Investments
New York
$345K +$5.11K +117 +2%
BPA
394
Beacon Pointe Advisors
California
$344K -$2.66K -61 -0.8%
HSA
395
HBK Sorce Advisory
Pennsylvania
$342K -$351K -8,043 -51%
HNB
396
Huntington National Bank
Ohio
$339K -$21.8K -500 -6%
TWP
397
Tower Wealth Partners
Pennsylvania
$338K -$13.1K -300 -4%
AWM
398
Apollon Wealth Management
South Carolina
$337K -$21K -481 -6%
LSIA
399
LaSalle St. Investment Advisors
Illinois
$330K +$174 +4 +0.1%
V
400
Veritable
Delaware
$329K -$28.1K -644 -8%