WTRG icon

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 %
PA
376
Procyon Advisors
Connecticut
$332K -$45.7K -1,258 -12%
Bank of Nova Scotia
377
Bank of Nova Scotia
Ontario, Canada
$332K -$125K -3,450 -27%
FIA
378
Foundations Investment Advisors
Arizona
$330K +$6.72K +185 +2%
MMM
379
Mendel Money Management
Illinois
$330K +$1.45K +40 +0.4%
AFG
380
Atomi Financial Group
New York
$326K -$15.5K -427 -5%
GVAG
381
Great Valley Advisor Group
Delaware
$325K +$1.2K +33 +0.4%
WF
382
Welch & Forbes
Massachusetts
$322K -$9.63K -265 -3%
S
383
SignatureFD
Georgia
$320K -$11.3K -311 -3%
OC
384
Oppenheimer & Co
New York
$311K -$66.1K -1,820 -18%
CDDEC
385
Caisse Des Depots Et Consignations
France
$311K +$311K +8,551 New
CG
386
Caprock Group
Idaho
$310K -$7.77K -214 -2%
MC
387
Machina Capital
France
$302K +$80.6K +2,220 +36%
AC
388
Allstate Corporation
Illinois
$300K +$300K +8,266 New
OBGC
389
O'Brien Greene & Co
Pennsylvania
$295K
LS
390
Livforsakringsbolaget Skandia
Sweden
$294K
FTWA
391
Fifth Third Wealth Advisors
Ohio
$292K
CWM
392
Congress Wealth Management
Massachusetts
$291K +$291K +8,020 New
SI
393
Seeds Investor
New York
$291K +$23.3K +641 +9%
HSA
394
HBK Sorce Advisory
Pennsylvania
$289K +$14.9K +409 +5%
FB
395
Fulton Bank
Pennsylvania
$288K +$288K +7,931 New
SWM
396
SeaCrest Wealth Management
New York
$287K +$109 +3 +0%
BHIA
397
Birch Hill Investment Advisors
Massachusetts
$285K
AAG
398
Armstrong Advisory Group
Massachusetts
$285K
GA
399
GSG Advisors
New Jersey
$284K -$29.8K -820 -10%
LSIA
400
LaSalle St. Investment Advisors
Illinois
$281K +$281K +7,757 New