WTRG icon

Essential Utilities

537 hedge funds and large institutions have $3.87B invested in Essential Utilities in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 185 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
+17
Holders Change %
+3.27%
% of All Funds
11.64%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
60
Increased
185
Reduced
149
Closed
38
Calls
$1.84M
Puts
$19.7M
Net Calls
-$17.8M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PFSC
401
Peoples Financial Services Corp
Pennsylvania
$106K
PCG
402
Private Capital Group
Connecticut
$104K -$25.8K -708 -20%
HDIM
403
Hanson & Doremus Investment Management
Vermont
$103K
HI
404
Hudock Inc
Pennsylvania
$98K
MC
405
Machina Capital
France
$97K +$97K +2,649 New
LYV
406
Live Your Vision
Pennsylvania
$96K +$2.25K +60 +2%
CAPTRUST Financial Advisors
407
CAPTRUST Financial Advisors
North Carolina
$95K -$5.93K -162 -6%
QCG
408
Quadrant Capital Group
Ohio
$92K +$84.3K +2,342 +1,100%
Marshall Wace
409
Marshall Wace
United Kingdom
$91K -$6.91M -188,820 -99%
NCM
410
Next Capital Management
New York
$91K
CFA
411
Carroll Financial Associates
North Carolina
$86K +$109 +3 +0.1%
LWCFA
412
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$85K
WCG
413
Weaver Consulting Group
California
$78K +$78K +1,913 New
EIM
414
Essex Investment Management
Massachusetts
$76K
EWM
415
Executive Wealth Management
Michigan
$76K +$76K +2,073 New
SIC
416
Salem Investment Counselors
North Carolina
$74K +$74K +2,000 New
GIC
417
Gantzert Investment Company
Illinois
$73K
CAL
418
Capital Analysts LLC
Pennsylvania
$71K -$7.22K -200 -9%
MFBTD
419
MB Financial Bank - Trust Department
Illinois
$71K
AWM
420
Arbor Wealth Management
Florida
$69K
APA
421
American Portfolios Advisors
New York
$67.5K -$2.19K -60 -3%
T
422
TOBAM
France
$66K +$37.8K +1,043 +134%
BRC
423
Bell Rock Capital
Delaware
$64K +$14.9K +403 +30%
RCAG
424
Rehmann Capital Advisory Group
Michigan
$64K -$26.7K -733 -29%
JGIA
425
Jackson Grant Investment Advisers
Connecticut
$60K +$361 +10 +0.6%