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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 %
ADL
451
Asset Dedication LLC
California
$38K
LWA
452
Lenox Wealth Advisors
New York
$38K +$253 +7 +0.7%
WPW
453
Winthrop Partners - WNY
New York
$36.1K
OIA
454
OneDigital Investment Advisors
Kansas
$36K
CFGS
455
Concourse Financial Group Securities
Alabama
$36K +$12.2K +342 +51%
SFG
456
SevenBridge Financial Group
Pennsylvania
$35K
PFO
457
Pathstone Family Office
New Jersey
$34K +$34K +930 New
RA
458
Rational Advisors
New York
$33K -$1.3M -35,500 -98%
SIS
459
Sound Income Strategies
Florida
$32K
SIM
460
Sonora Investment Management
Arizona
$30K
Northwestern Mutual Wealth Management
461
Northwestern Mutual Wealth Management
Wisconsin
$29K -$19.6K -530 -40%
MRCM
462
M&R Capital Management
New Jersey
$28K
PA
463
Parallel Advisors
California
$27K
AIM
464
Advantage Investment Management
Iowa
$26K
S
465
SignatureFD
Georgia
$25K +$23.3K +628 +1,365%
BBNA
466
Bremer Bank National Association
Minnesota
$25K +$25K +647 New
MPWT
467
MassMutual Private Wealth & Trust
Connecticut
$24.1K +$2.77K +76 +13%
FPB
468
First PREMIER Bank
South Dakota
$24K
NWM
469
Northwest Wealth Management
Iowa
$23K -$9.2K -250 -29%
QAM
470
QCI Asset Management
New York
$23K
MA
471
MUFG Americas
New York
$23K
FIB
472
First Interstate Bank
Montana
$21K -$6.63K -180 -24%
VCM
473
Versant Capital Management
Arizona
$20K -$1.15K -32 -5%
CCM
474
Covington Capital Management
California
$20K
APSP
475
Asset Planning Services (Pennsylvania)
Pennsylvania
$20K +$547 +15 +3%