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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 %
PTC
451
Private Trust Company
Ohio
$251K
BCM
452
Blume Capital Management
California
$249K -$121K -2,770 -33%
LBC
453
Lowe Brockenbrough & Co
Virginia
$247K
BAMF
454
BI Asset Management Fondsmaeglerselskab
Denmark
$240K +$28.1K +642 +13%
BCA
455
Bay Colony Advisors
Massachusetts
$238K
BMSSC
456
B. Metzler seel. Sohn & Co
Germany
$238K
MSFS
457
Main Street Financial Solutions
Pennsylvania
$237K +$27.9K +639 +13%
GT
458
Glenview Trust
Kentucky
$235K
PD
459
Planning Directions
Pennsylvania
$235K -$30.5K -698 -11%
API
460
Advisor Partners II
California
$234K -$14.5K -333 -6%
SFS
461
Sowell Financial Services
Arkansas
$232K +$232K +5,310 New
Chevy Chase Trust
462
Chevy Chase Trust
Maryland
$231K -$118K -2,700 -34%
AIMCA
463
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$231K +$231K +5,300 New
UF
464
Univest Financial
Pennsylvania
$226K
WT
465
Washington Trust
Rhode Island
$221K
Skandinaviska Enskilda Banken (SEB)
466
Skandinaviska Enskilda Banken (SEB)
Sweden
$221K +$42.9K +982 +24%
JIC
467
Joel Isaacson & Co
New York
$219K
JFGIW
468
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$218K
GW
469
GW & Wade
Massachusetts
$218K -$11.7K -268 -5%
CF
470
Centaurus Financial
California
$218K +$7.45K +171 +4%
THWM
471
Taylor Hoffman Wealth Management
Virginia
$215K +$215K +4,918 New
IIC
472
Ironwood Investment Counsel
Arizona
$213K
MCCA
473
Mill Creek Capital Advisors
Pennsylvania
$213K
CG
474
Colony Group
Massachusetts
$211K +$44 +1 +0%
AWM
475
Accel Wealth Management
Iowa
$209K +$917 +21 +0.4%