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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 %
HI
451
Harbour Investments
Wisconsin
$197K +$197K +4,409 New
LAM
452
Lountzis Asset Management
Pennsylvania
$188K
CI Investments Inc
453
CI Investments Inc
Ontario, Canada
$186K -$13.2K -295 -7%
FHA
454
First Horizon Advisors
Tennessee
$184K
CHC
455
City Holding Co
West Virginia
$173K
MA
456
MUFG Americas
New York
$166K -$794K -17,779 -83%
BFEC
457
Benjamin F. Edwards & Company
Missouri
$163K
TF
458
Tompkins Financial
New York
$162K
SFPG
459
Stonebridge Financial Planning Group
Florida
$161K -$4.89K -107 -3%
KPCM
460
Kings Point Capital Management
New York
$160K -$1.61K -36 -1%
HR
461
Howe & Rusling
New York
$159K
CFA
462
Carroll Financial Associates
North Carolina
$155K -$935 -21 -0.6%
TC
463
Truvestments Capital
Florida
$153K +$806 +18 +0.5%
DAC
464
Dividend Assets Capital
South Carolina
$151K
WT
465
Washington Trust
Rhode Island
$149K +$39.4K +880 +36%
DAM
466
Delta Asset Management
Tennessee
$148K
MA
467
Montag & Associates
Georgia
$139K
APA
468
American Portfolios Advisors
New York
$137K +$1.25K +28 +0.9%
MAM
469
Meeder Asset Management
Ohio
$130K +$78.3K +1,750 +151%
HDIM
470
Hanson & Doremus Investment Management
Vermont
$127K
TPCW
471
TD Private Client Wealth
New York
$121K
HI
472
Hudock Inc
Pennsylvania
$120K
SO
473
STRS Ohio
Ohio
$117K
GWSG
474
GPS Wealth Strategies Group
Colorado
$110K +$110K +2,463 New
AAM
475
Advisors Asset Management
Colorado
$109K