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Essential Utilities

544 hedge funds and large institutions have $6.21B invested in Essential Utilities in 2019 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 218 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
11.83%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
68
Increased
218
Reduced
117
Closed
50
Calls
$3.76M
Puts
$3.74M
Net Calls
+$17K
Net Calls Change
+$17.8M
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
401
Northwestern Mutual Wealth Management
Wisconsin
$195K +$162K +3,923 +500%
TCA
402
Tortoise Capital Advisors
Kansas
$192K +$185K +4,461 +2,549%
BFEC
403
Benjamin F. Edwards & Company
Missouri
$190K -$33.3K -804 -15%
VanEck Associates
404
VanEck Associates
New York
$185K +$25K +603 +16%
TIS
405
Tortoise Index Solutions
Kansas
$179K -$23.8K -574 -12%
HAG
406
HighPoint Advisor Group
Illinois
$166K +$166K +4,046 New
CHC
407
City Holding Co
West Virginia
$160K
TRCT
408
Tower Research Capital (TRC)
New York
$155K -$416K -10,085 -73%
TF
409
Tompkins Financial
New York
$150K
KPCM
410
Kings Point Capital Management
New York
$148K
HR
411
Howe & Rusling
New York
$147K -$17.1K -412 -10%
T
412
TOBAM
France
$146K +$70.7K +1,711 +94%
CFA
413
Carroll Financial Associates
North Carolina
$144K +$46.5K +1,129 +48%
NPP
414
New Potomac Partners
Maryland
$139K
CAL
415
Capital Analysts LLC
Pennsylvania
$138K +$56.6K +1,366 +69%
APA
416
American Portfolios Advisors
New York
$128K +$51.6K +1,247 +67%
BAM
417
Belpointe Asset Management
Nevada
$122K +$122K +2,944 New
TFA
418
Transamerica Financial Advisors
Florida
$121K +$121K +2,908 New
PFSC
419
Peoples Financial Services Corp
Pennsylvania
$120K
HDIM
420
Hanson & Doremus Investment Management
Vermont
$117K
HI
421
Hudock Inc
Pennsylvania
$111K
CAPTRUST Financial Advisors
422
CAPTRUST Financial Advisors
North Carolina
$103K -$4.13K -100 -4%
QCG
423
Quadrant Capital Group
Ohio
$103K
NCM
424
Next Capital Management
New York
$103K
LWCFA
425
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$97K