WTRG icon

Essential Utilities

595 hedge funds and large institutions have $7.71B invested in Essential Utilities in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 206 increasing their positions, 185 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
10.48%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
59
Increased
206
Reduced
185
Closed
53
Calls
$5.66M
Puts
$3.18M
Net Calls
+$2.48M
Net Calls Change
-$4.96M
Name Holding Trade Value Shares
Change
Shares
Change %
COCM
401
Charter Oak Capital Management
New Hampshire
$287K +$806 +18 +0.3%
LBC
402
Lowe Brockenbrough & Co
Virginia
$284K
QI
403
QS Investors
New York
$284K
OWP
404
Obermeyer Wealth Partners
Colorado
$284K +$62.3K +1,394 +28%
PWLP
405
Prio Wealth Limited Partnership
Massachusetts
$282K
GP
406
Girard Partners
Pennsylvania
$282K +$7.73K +173 +3%
MFG
407
MidWestOne Financial Group
Iowa
$280K
ATC
408
Argent Trust Co
Tennessee
$280K
Northwestern Mutual Wealth Management
409
Northwestern Mutual Wealth Management
Wisconsin
$279K +$56.7K +1,266 +26%
RFA
410
Reilly Financial Advisors
California
$278K -$22.4K -500 -7%
CG
411
Caprock Group
Idaho
$276K +$672 +15 +0.2%
BHWM
412
Bar Harbor Wealth Management
New Hampshire
$275K
MSFS
413
Main Street Financial Solutions
Pennsylvania
$274K +$582 +13 +0.2%
CCA
414
Conestoga Capital Advisors
Pennsylvania
$272K
SWP
415
Stratos Wealth Partners
Ohio
$270K -$12.8K -286 -5%
BIA
416
Bigelow Investment Advisors
Maine
$269K
BCV
417
Banque Cantonale Vaudoise
Switzerland
$266K +$56.8K +1,275 +27%
CRIG
418
Charter Research & Investment Group
Connecticut
$265K
William Blair & Company
419
William Blair & Company
Illinois
$263K -$34.6K -774 -12%
AWM
420
Accel Wealth Management
Iowa
$261K +$626 +14 +0.2%
JIC
421
Joel Isaacson & Co
New York
$258K
UB
422
UMB Bank
Missouri
$257K
FCBT
423
First Citizens Bank & Trust
North Carolina
$257K +$14.1K +316 +6%
CCFCSB
424
Cape Cod Five Cents Savings Bank
Massachusetts
$256K -$37.1K -830 -13%
V
425
Veritable
Delaware
$253K -$19.3K -432 -7%