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Essential Utilities

645 hedge funds and large institutions have $8.32B invested in Essential Utilities in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 212 increasing their positions, 221 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.32%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
65
Increased
212
Reduced
221
Closed
59
Calls
$12.4M
Puts
$4.46M
Net Calls
+$7.99M
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
401
Pinnacle Associates
New York
$329K
CG
402
Caprock Group
Idaho
$325K -$742 -17 -0.2%
CB
403
Commerce Bank
Missouri
$325K +$24.4K +560 +8%
SBH
404
Segall Bryant & Hamill
Illinois
$323K -$19.6K -450 -6%
NIMI
405
Natixis Investment Managers International
France
$322K -$167K -3,818 -34%
WA
406
Wealthstar Advisors
Texas
$320K +$44 +1 +0%
KIG
407
Kennedy Investment Group
New Jersey
$314K +$1.88K +43 +0.6%
BRWA
408
B. Riley Wealth Advisors
Florida
$311K +$5.85K +134 +2%
KI
409
Kula Investments
Illinois
$310K +$310K +7,112 New
RFA
410
RTD Financial Advisors
Pennsylvania
$310K
CWM
411
CCG Wealth Management
California
$307K
PTC
412
Petrus Trust Company
Texas
$303K +$303K +6,938 New
QT
413
Quantamental Technologies
New York
$300K -$160K -3,668 -35%
Walleye Trading
414
Walleye Trading
New York
$299K +$299K +6,839 New
NAMP
415
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$298K -$24K -550 -7%
TPW
416
Tiller Private Wealth
Pennsylvania
$296K
PWA
417
Providence Wealth Advisors
Illinois
$295K
PFO
418
Pathstone Family Office
New Jersey
$292K -$486K -11,157 -62%
COCM
419
Charter Oak Capital Management
New Hampshire
$291K +$1.7K +39 +0.6%
CCG
420
Capital CS Group
California
$291K
VIM
421
Vinva Investment Management
Australia
$289K +$289K +6,715 New
ATC
422
Argent Trust Co
Tennessee
$286K
DP
423
Dearborn Partners
Illinois
$285K +$524 +12 +0.2%
FAFN
424
First Affirmative Financial Network
Colorado
$284K +$1.62K +37 +0.6%
ACM
425
Advisors Capital Management
New Jersey
$283K