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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 %
TMAM
426
Tokio Marine Asset Management
Japan
$281K +$19.6K +448 +7%
DWP
427
Daymark Wealth Partners
Ohio
$280K
BHWM
428
Bar Harbor Wealth Management
New Hampshire
$280K
OWP
429
Obermeyer Wealth Partners
Colorado
$277K
AIM
430
Anchor Investment Management
South Carolina
$276K -$57.8K -1,325 -17%
MFG
431
MidWestOne Financial Group
Iowa
$273K
FC
432
Fulcrum Capital
Washington
$273K
ABLA
433
Alan B. Lancz & Associates
Ohio
$272K
PWLP
434
Prio Wealth Limited Partnership
Massachusetts
$272K
Carson Wealth (CWM LLC)
435
Carson Wealth (CWM LLC)
Nebraska
$271K +$37.3K +855 +16%
CAPTRUST Financial Advisors
436
CAPTRUST Financial Advisors
North Carolina
$269K -$110K -2,531 -29%
FEM
437
Fulcrum Equity Management
Texas
$267K +$49K +1,123 +23%
SG
438
StoneX Group
New York
$266K +$266K +6,086 New
TRCT
439
Tower Research Capital (TRC)
New York
$264K +$71.5K +1,635 +37%
IEFM
440
IQ EQ Fund Management
Ireland
$263K +$49.2K +1,126 +23%
MWP
441
Meridian Wealth Partners
Pennsylvania
$260K +$2.4K +55 +0.9%
CAM
442
Cozad Asset Management
Illinois
$259K -$1.2M -27,525 -82%
CRIG
443
Charter Research & Investment Group
Connecticut
$259K
DWT
444
Dorsey & Whitney Trust
South Dakota
$257K
SCA
445
Stillwater Capital Advisors
Pennsylvania
$257K
NFG
446
Nations Financial Group
Iowa
$256K
CCM
447
Coldstream Capital Management
Washington
$256K -$16.1K -369 -6%
KC
448
Kingfisher Capital
North Carolina
$255K -$54K -1,236 -17%
Wealth Enhancement Advisory Services
449
Wealth Enhancement Advisory Services
Minnesota
$255K +$255K +5,841 New
BL
450
Balentine LLC
Georgia
$254K -$168K -3,842 -40%