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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 %
RJT
426
Raymond James Trust
Florida
$280K -$765 -16 -0.3%
PTC
427
Private Trust Company
Ohio
$275K -$5.07K -106 -2%
MGP
428
Metis Global Partners
California
$274K +$274K +5,738 New
BIA
429
Bigelow Investment Advisors
Maine
$273K
FIM
430
Freedom Investment Management
Connecticut
$273K +$273K +5,712 New
API
431
Advisor Partners II
California
$272K +$272K +5,696 New
LBC
432
Lowe Brockenbrough & Co
Virginia
$270K
BCA
433
Bay Colony Advisors
Massachusetts
$264K
FHB
434
First Hawaiian Bank
Hawaii
$264K -$420K -8,790 -61%
BMSSC
435
B. Metzler seel. Sohn & Co
Germany
$260K -$166K -3,482 -39%
GIA
436
Gateway Investment Advisers
Ohio
$259K +$259K +5,431 New
GT
437
Glenview Trust
Kentucky
$257K
LW
438
Linscomb Wealth
Texas
$257K +$257K +5,380 New
Carson Wealth (CWM LLC)
439
Carson Wealth (CWM LLC)
Nebraska
$255K +$75.3K +1,580 +42%
GW
440
GW & Wade
Massachusetts
$252K +$13.8K +289 +6%
BMWM
441
Brown Miller Wealth Management
Virginia
$252K +$239 +5 +0.1%
OQS
442
Occudo Quantitative Strategies
Florida
$249K -$770K -16,126 -76%
UF
443
Univest Financial
Pennsylvania
$247K
William Blair & Company
444
William Blair & Company
Illinois
$246K -$38.4K -804 -14%
WT
445
Washington Trust
Rhode Island
$242K +$102K +2,140 +73%
JIC
446
Joel Isaacson & Co
New York
$240K -$94.6K -1,983 -28%
JFGIW
447
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$239K
NA
448
NewEdge Advisors
Louisiana
$238K -$288K -7,561 -55%
FEM
449
Fulcrum Equity Management
Texas
$238K +$238K +4,983 New
IEFM
450
IQ EQ Fund Management
Ireland
$233K +$233K +4,889 New