WTRG icon

Essential Utilities

653 hedge funds and large institutions have $9.14B invested in Essential Utilities in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 217 increasing their positions, 201 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+20
Holders Change %
+3.16%
% of All Funds
10.54%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
99
Increased
217
Reduced
201
Closed
71
Calls
$2.35M
Puts
$10.2M
Net Calls
-$7.85M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
401
Providence Wealth Advisors
Illinois
$327K
TPW
402
Tiller Private Wealth
Pennsylvania
$324K -$44.4K -930 -12%
OPS
403
Orion Portfolio Solutions
Nebraska
$319K +$319K +6,680 New
CCG
404
Capital CS Group
California
$319K
COCM
405
Charter Oak Capital Management
New Hampshire
$317K +$1.29K +27 +0.4%
Northwestern Mutual Wealth Management
406
Northwestern Mutual Wealth Management
Wisconsin
$314K -$54.5K -1,142 -15%
ATC
407
Argent Trust Co
Tennessee
$313K
DP
408
Dearborn Partners
Illinois
$312K -$47.3K -990 -13%
FAFN
409
First Affirmative Financial Network
Colorado
$309K -$30.2K -632 -9%
ACM
410
Advisors Capital Management
New Jersey
$309K -$477 -10 -0.2%
DWP
411
Daymark Wealth Partners
Ohio
$306K +$306K +6,418 New
BHWM
412
Bar Harbor Wealth Management
New Hampshire
$306K +$17.2K +360 +6%
ABLA
413
Alan B. Lancz & Associates
Ohio
$304K
OWP
414
Obermeyer Wealth Partners
Colorado
$303K
MFG
415
MidWestOne Financial Group
Iowa
$298K
FC
416
Fulcrum Capital
Washington
$298K +$298K +6,250 New
CCM
417
Coldstream Capital Management
Washington
$297K +$297K +6,232 New
PWLP
418
Prio Wealth Limited Partnership
Massachusetts
$297K
PD
419
Planning Directions
Pennsylvania
$290K -$7.44K -156 -3%
TMAM
420
Tokio Marine Asset Management
Japan
$286K +$11.4K +238 +4%
CRIG
421
Charter Research & Investment Group
Connecticut
$283K
MWP
422
Meridian Wealth Partners
Pennsylvania
$282K -$31.9K -668 -10%
DWT
423
Dorsey & Whitney Trust
South Dakota
$282K -$5.44K -114 -2%
SCA
424
Stillwater Capital Advisors
Pennsylvania
$281K
NFG
425
Nations Financial Group
Iowa
$280K