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Essential Utilities

598 hedge funds and large institutions have $8B invested in Essential Utilities in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 215 increasing their positions, 215 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+8
Holders Change %
+1.36%
% of All Funds
8.7%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
63
Increased
215
Reduced
215
Closed
45
Calls
$2.77M
Puts
$3.71M
Net Calls
-$941K
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Shares
Change %
WT
451
Whittier Trust
California
$140K
NA
452
NewEdge Advisors
Louisiana
$135K -$2.43K -65 -2%
RIM
453
Rakuten Investment Management
Japan
$134K +$49.6K +1,327 +59%
CI Investments Inc
454
CI Investments Inc
Ontario, Canada
$129K +$447 +12 +0.3%
BFEC
455
Benjamin F. Edwards & Company
Missouri
$125K
BONH
456
Bank of New Hampshire
New Hampshire
$121K
VSQM
457
V-Square Quantitative Management
Illinois
$117K +$261 +7 +0.2%
HDIM
458
Hanson & Doremus Investment Management
Vermont
$117K
SWM
459
Spire Wealth Management
Virginia
$115K
TCOV
460
Trust Company of Vermont
Vermont
$113K -$2.84K -76 -2%
AF
461
Allworth Financial
California
$112K +$2.04K +50 +2%
WT
462
Washington Trust
Rhode Island
$109K
SIS
463
Sound Income Strategies
Florida
$102K -$25.5K -683 -20%
HBW
464
Hazlett, Burt & Watson
West Virginia
$101K +$587 +16 +0.6%
HI
465
Harbour Investments
Wisconsin
$95.8K +$37 +1 +0%
GWSG
466
GPS Wealth Strategies Group
Colorado
$94.7K
BCWM
467
Bartlett & Co Wealth Management
Ohio
$94.5K
CNBTD
468
Citizens National Bank Trust Department
Mississippi
$91.5K
KC
469
Kepos Capital
New York
$88K -$6.86K -184 -7%
CT
470
Colonial Trust
South Carolina
$87.5K -$2.05K -55 -2%
PA
471
Parallel Advisors
California
$86.7K -$6.2K -166 -7%
National Bank of Canada
472
National Bank of Canada
Quebec, Canada
$82.1K +$556 +15 +0.7%
GWM
473
Geneos Wealth Management
Colorado
$82.1K +$12.4K +332 +18%
CFD
474
Creative Financial Designs
Indiana
$82K +$71.8K +1,923 +704%
CTA
475
Colonial Trust Advisors
South Carolina
$76.2K