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Essential Utilities

569 hedge funds and large institutions have $6.93B invested in Essential Utilities in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 187 increasing their positions, 178 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
569
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
11.51%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
54
Increased
187
Reduced
178
Closed
49
Calls
$5.92M
Puts
$3.39M
Net Calls
+$2.53M
Net Calls Change
+$3.13M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
401
Mainstay Capital Management
Michigan
$241K -$3.02K -75 -1%
CRIG
402
Charter Research & Investment Group
Connecticut
$239K
QI
403
QS Investors
New York
$238K
RJT
404
Raymond James Trust
Florida
$238K +$39K +967 +20%
GWM
405
Geneos Wealth Management
Colorado
$236K +$79 +2 +0%
William Blair & Company
406
William Blair & Company
Illinois
$234K -$74.9K -1,863 -24%
JWCA
407
J.W. Cole Advisors
Florida
$233K +$233K +5,777 New
JIC
408
Joel Isaacson & Co
New York
$232K
SGI
409
Summit Global Investments
Utah
$230K +$230K +5,722 New
UF
410
Univest Financial
Pennsylvania
$227K
BCA
411
Bay Colony Advisors
Massachusetts
$223K +$223K +5,535 New
AssetMark Inc
412
AssetMark Inc
California
$222K +$105K +2,618 +90%
GT
413
Glenview Trust
Kentucky
$218K
FCBT
414
First Citizens Bank & Trust
North Carolina
$213K -$1.41K -35 -0.7%
DC
415
Davenport & Co
Virginia
$212K -$6.85K -170 -3%
PD
416
Planning Directions
Pennsylvania
$212K -$6.85K -170 -3%
EI
417
Ethic Inc
New York
$211K +$211K +5,245 New
KCM
418
Kathmere Capital Management
Pennsylvania
$210K
DWT
419
Dorsey & Whitney Trust
South Dakota
$210K +$2.77K +69 +1%
MIM
420
Moseley Investment Management
Florida
$208K -$161 -4 -0.1%
Northwestern Mutual Wealth Management
421
Northwestern Mutual Wealth Management
Wisconsin
$208K +$17.3K +428 +9%
IIC
422
Ironwood Investment Counsel
Arizona
$205K -$5.55K -138 -3%
1SB
423
1ST Source Bank
Indiana
$204K -$18.1K -450 -8%
KCM
424
Kennedy Capital Management
Missouri
$204K +$403 +10 +0.2%
AP
425
Advisor Partners
California
$202K -$9.28K -230 -4%