WTRG icon

Essential Utilities

537 hedge funds and large institutions have $3.87B invested in Essential Utilities in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 185 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
+17
Holders Change %
+3.27%
% of All Funds
11.64%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
60
Increased
185
Reduced
149
Closed
38
Calls
$1.84M
Puts
$19.7M
Net Calls
-$17.8M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
426
Wealthspire Advisors (Maryland)
Maryland
$59K -$692 -19 -1%
WWM
427
Willingdon Wealth Management
North Carolina
$58K
DOA
428
D'Orazio & Associates
Virginia
$56K +$56K +1,550 New
CCA
429
Catalyst Capital Advisors
New York
$55K -$2.32M -63,200 -98%
EWM
430
Endurance Wealth Management
Rhode Island
$55K
CT
431
Clearstead Trust
Maine
$55K
YWP
432
YorkBridge Wealth Partners
New York
$54K
TCOV
433
Trust Company of Vermont
Vermont
$54K
TSW
434
Thompson Siegel & Walmsley
Virginia
$52K
IAS
435
INR Advisory Services
Pennsylvania
$52K
IA
436
IFP Advisors
Florida
$51K -$132K -3,598 -72%
LGWM
437
Litman Gregory Wealth Management
California
$51K
SF
438
Synovus Financial
Georgia
$51K +$148 +4 +0.3%
RE
439
RBC Europe
United Kingdom
$49.6K
FCB
440
First Command Bank
Texas
$49K
PCP
441
Proficio Capital Partners
Massachusetts
$49K
FCFS
442
First Command Financial Services
Texas
$49K
BWM
443
Baystate Wealth Management
Massachusetts
$49K +$306 +8 +0.6%
VFA
444
Valeo Financial Advisors
Indiana
$46K -$1.84K -50 -4%
AF
445
Allworth Financial
California
$46K +$293 +8 +0.6%
TVWM
446
Tower View Wealth Management
Wisconsin
$45K +$256 +7 +0.6%
SIAS
447
Shine Investment Advisory Services
Colorado
$42K
SQA
448
Simon Quick Advisors
New Jersey
$40K +$21.9K +600 +120%
AF
449
Arrow Financial
New York
$39K
GI
450
Gradient Investments
Minnesota
$38K -$4.31K -118 -10%