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Essential Utilities

617 hedge funds and large institutions have $7.89B invested in Essential Utilities in 2024 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 253 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
-5
Holders Change %
-0.8%
% of All Funds
8.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
72
Increased
180
Reduced
253
Closed
65
Calls
$1.49M
Puts
$2.8M
Net Calls
-$1.32M
Net Calls Change
-$1.08M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
426
Anchor Investment Management
South Carolina
$236K +$908 +25 +0.4%
SPC
427
Sigma Planning Corp
Michigan
$235K -$61K -1,680 -21%
TWP
428
Tower Wealth Partners
Pennsylvania
$234K -$14.5K -400 -6%
NFG
429
Nations Financial Group
Iowa
$230K +$10.5K +289 +5%
CTC
430
Cetera Trust Company
Minnesota
$230K +$67.6K +1,860 +42%
MA
431
MONECO Advisors
Connecticut
$228K +$2.87K +79 +1%
MFG
432
MidWestOne Financial Group
Iowa
$227K
FC
433
Fulcrum Capital
Washington
$227K
YIA
434
YHB Investment Advisors
Connecticut
$226K -$55.8K -1,535 -20%
CIS
435
Custom Index Systems
New York
$225K +$225K +6,196 New
FDCDDQ
436
Federation des caisses Desjardins du Quebec
Quebec, Canada
$222K -$7.59K -209 -3%
CRIG
437
Charter Research & Investment Group
Connecticut
$215K
PA
438
Profund Advisors
Maryland
$210K -$37.1K -1,021 -15%
Mirae Asset Global Investments
439
Mirae Asset Global Investments
South Korea
$210K -$16.2K -446 -7%
Rafferty Asset Management
440
Rafferty Asset Management
New York
$210K -$1.27K -35 -0.6%
BMSSC
441
B. Metzler seel. Sohn & Co
Germany
$207K
CCMG
442
Clark Capital Management Group
Pennsylvania
$204K
PWA
443
Provenance Wealth Advisors
Florida
$201K -$490K -13,487 -71%
BCA
444
Bay Colony Advisors
Massachusetts
$201K
TPCW
445
TD Private Client Wealth
New York
$198K -$2K -55 -1%
HNB
446
Huntington National Bank
Ohio
$194K
MCM
447
MAI Capital Management
Ohio
$193K +$193K +5,320 New
PTC
448
Private Trust Company
Ohio
$193K
CI Investments Inc
449
CI Investments Inc
Ontario, Canada
$191K +$53.8K +1,480 +39%
SOW
450
State of Wyoming
Wyoming
$183K +$183K +5,030 New