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Essential Utilities

594 hedge funds and large institutions have $8.55B invested in Essential Utilities in 2020 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 194 increasing their positions, 172 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+25
Holders Change %
+4.39%
% of All Funds
10.54%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
87
Increased
194
Reduced
172
Closed
54
Calls
$11.2M
Puts
$3.73M
Net Calls
+$7.44M
Net Calls Change
+$4.91M
Name Holding Trade Value Shares
Change
Shares
Change %
BIA
401
Bigelow Investment Advisors
Maine
$284K -$20.8K -440 -7%
CRIG
402
Charter Research & Investment Group
Connecticut
$280K
AWM
403
Accel Wealth Management
Iowa
$275K +$275K +5,820 New
UB
404
UMB Bank
Missouri
$272K -$521 -11 -0.2%
JIC
405
Joel Isaacson & Co
New York
$272K
GWM
406
Geneos Wealth Management
Colorado
$269K +$5.91K +134 +2%
FMT
407
First Mercantile Trust
Tennessee
$267K -$248K -5,245 -48%
UF
408
Univest Financial
Pennsylvania
$267K
BCA
409
Bay Colony Advisors
Massachusetts
$262K
DC
410
Davenport & Co
Virginia
$258K +$9.17K +194 +4%
FCBT
411
First Citizens Bank & Trust
North Carolina
$257K +$6.95K +147 +3%
GT
412
Glenview Trust
Kentucky
$255K -$662 -14 -0.3%
VPIM
413
Vanguard Personalized Indexing Management
California
$252K +$252K +5,322 New
PD
414
Planning Directions
Pennsylvania
$250K +$900 +19 +0.4%
BMWM
415
Brown Miller Wealth Management
Virginia
$248K +$248K +5,239 New
CF
416
Centaurus Financial
California
$244K +$14.2K +300 +6%
IIC
417
Ironwood Investment Counsel
Arizona
$241K
AP
418
Advisor Partners
California
$240K +$3.36K +71 +1%
EA
419
Emerald Advisers
Pennsylvania
$237K
RHBC
420
R.H. Bluestein & Co
Michigan
$236K -$70.8K -1,500 -23%
JFGIW
421
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$236K
Northwestern Mutual Wealth Management
422
Northwestern Mutual Wealth Management
Wisconsin
$234K -$9.2K -195 -4%
1SB
423
1ST Source Bank
Indiana
$234K -$5.83K -123 -2%
DP
424
Dearborn Partners
Illinois
$234K +$234K +4,951 New
OWP
425
Obermeyer Wealth Partners
Colorado
$234K +$234K +4,956 New