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Essential Utilities

633 hedge funds and large institutions have $7.81B invested in Essential Utilities in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 246 increasing their positions, 173 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
10.95%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
65
Increased
246
Reduced
173
Closed
54
Calls
$14.8M
Puts
$11.6M
Net Calls
+$3.2M
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Shares
Change %
JIC
401
Johnson Investment Counsel
Ohio
$325K +$40.7K +982 +14%
LDFR
402
Lehman & Derafelo Financial Resources
Pennsylvania
$322K
HSA
403
HBK Sorce Advisory
Pennsylvania
$321K -$16.1K -390 -5%
Northwestern Mutual Wealth Management
404
Northwestern Mutual Wealth Management
Wisconsin
$320K +$63.8K +1,540 +25%
TPW
405
Tiller Private Wealth
Pennsylvania
$319K -$172K -4,145 -35%
AIM
406
Anchor Investment Management
South Carolina
$316K
PA
407
Pinnacle Associates
New York
$312K
DP
408
Dearborn Partners
Illinois
$311K +$372 +9 +0.1%
EI
409
Ethic Inc
New York
$310K +$111K +2,691 +56%
VI
410
Versor Investments
New York
$308K +$308K +7,432 New
NAMP
411
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$306K
WFA
412
Wipfli Financial Advisors
Wisconsin
$306K +$306K +7,390 New
WA
413
Wealthstar Advisors
Texas
$304K +$304K +7,330 New
PWA
414
Providence Wealth Advisors
Illinois
$303K
ACM
415
Advisors Capital Management
New Jersey
$303K +$467 +10 +0.2%
CG
416
Caprock Group
Idaho
$301K +$18.5K +446 +7%
RFA
417
RTD Financial Advisors
Pennsylvania
$294K -$82.8K -2,000 -22%
FAFN
418
First Affirmative Financial Network
Colorado
$294K -$17K -411 -5%
CWM
419
CCG Wealth Management
California
$291K -$9.02K -218 -3%
KC
420
Kingfisher Capital
North Carolina
$291K +$1.7K +41 +0.6%
JIC
421
Joel Isaacson & Co
New York
$290K
HI
422
Humankind Investments
New York
$289K +$18.1K +437 +7%
MCM
423
Maryland Capital Management
Maryland
$288K +$288K +6,951 New
Schroder Investment Management Group
424
Schroder Investment Management Group
United Kingdom
$284K -$138K -3,336 -33%
PP
425
PDT Partners
New York
$281K +$281K +6,779 New