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Essential Utilities

643 hedge funds and large institutions have $9.55B invested in Essential Utilities in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 228 increasing their positions, 170 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
+51
Holders Change %
+8.61%
% of All Funds
9.93%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
102
Increased
228
Reduced
170
Closed
45
Calls
$4.33M
Puts
$1.1M
Net Calls
+$3.23M
Net Calls Change
+$779K
Name Holding Trade Value Shares
Change
Shares
Change %
ERIM
401
Eagle Ridge Investment Management
Connecticut
$353K -$6.49K -121 -2%
SICM
402
Sustainable Insight Capital Management
New York
$350K +$350K +6,523 New
ACM
403
Advisors Capital Management
New Jersey
$349K +$806 +15 +0.2%
COCM
404
Charter Oak Capital Management
New Hampshire
$349K +$1.77K +33 +0.5%
JIC
405
Johnson Investment Counsel
Ohio
$345K -$32.9K -613 -9%
BHWM
406
Bar Harbor Wealth Management
New Hampshire
$342K +$17.2K +321 +5%
OWP
407
Obermeyer Wealth Partners
Colorado
$341K
MFG
408
MidWestOne Financial Group
Iowa
$336K
PWLP
409
Prio Wealth Limited Partnership
Massachusetts
$335K -$3.66K -68 -1%
ABLA
410
Alan B. Lancz & Associates
Ohio
$335K +$335K +6,234 New
ATC
411
Argent Trust Co
Tennessee
$332K
GWM
412
Geneos Wealth Management
Colorado
$328K +$107 +2 +0%
ACP
413
Aveo Capital Partners
Colorado
$328K +$94K +1,748 +40%
AIM
414
Anchor Investment Management
South Carolina
$327K
CG
415
Caprock Group
Idaho
$327K -$5.05K -94 -2%
CCA
416
Conestoga Capital Advisors
Pennsylvania
$327K
FBB
417
Fulton Breakefield Broenniman
Maryland
$327K +$327K +6,085 New
SWP
418
Stratos Wealth Partners
Ohio
$326K -$101K -1,881 -24%
CAG
419
Csenge Advisory Group
Florida
$325K -$548K -11,775 -63%
BIA
420
Bigelow Investment Advisors
Maine
$323K
MCM
421
Murphy Capital Management
New Jersey
$322K -$12.6K -235 -4%
PCM
422
Prelude Capital Management
New York
$322K +$322K +6,003 New
V
423
Veritable
Delaware
$319K +$1.88K +35 +0.6%
DWT
424
Dorsey & Whitney Trust
South Dakota
$318K -$54.9K -1,023 -15%
CRIG
425
Charter Research & Investment Group
Connecticut
$318K