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Essential Utilities

595 hedge funds and large institutions have $7.71B invested in Essential Utilities in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 206 increasing their positions, 185 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
10.48%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
59
Increased
206
Reduced
185
Closed
53
Calls
$5.66M
Puts
$3.18M
Net Calls
+$2.48M
Net Calls Change
-$4.96M
Name Holding Trade Value Shares
Change
Shares
Change %
UF
426
Univest Financial
Pennsylvania
$252K
GG
427
Gofen & Glossberg
Illinois
$252K +$36.9K +825 +17%
BCA
428
Bay Colony Advisors
Massachusetts
$248K
MML Investors Services
429
MML Investors Services
Massachusetts
$248K +$248K +5,550 New
GT
430
Glenview Trust
Kentucky
$241K
VPIM
431
Vanguard Personalized Indexing Management
California
$238K -$628 -14 -0.3%
PD
432
Planning Directions
Pennsylvania
$237K +$895 +20 +0.4%
BMWM
433
Brown Miller Wealth Management
Virginia
$235K +$179 +4 +0.1%
DC
434
Davenport & Co
Virginia
$234K -$10.5K -234 -4%
CF
435
Centaurus Financial
California
$231K +$134 +3 +0.1%
IIC
436
Ironwood Investment Counsel
Arizona
$228K
MCM
437
Mainstay Capital Management
Michigan
$227K +$227K +5,075 New
RHBC
438
R.H. Bluestein & Co
Michigan
$224K
EA
439
Emerald Advisers
Pennsylvania
$224K
JFGIW
440
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$224K
DP
441
Dearborn Partners
Illinois
$222K +$447 +10 +0.2%
1SB
442
1ST Source Bank
Indiana
$221K
LW
443
Linscomb Wealth
Texas
$219K +$626 +14 +0.3%
BCM
444
Birch Capital Management
Texas
$218K -$103K -2,303 -32%
WB
445
WesBanco Bank
West Virginia
$217K +$217K +4,857 New
AP
446
Advisor Partners
California
$214K -$12.9K -289 -6%
JAM
447
Jupiter Asset Management
United Kingdom
$211K +$211K +4,707 New
HIC
448
Hartline Investment Corp
Illinois
$210K -$67.2K -1,500 -24%
HCM
449
Howland Capital Management
Massachusetts
$206K
HNB
450
Huntington National Bank
Ohio
$200K