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Essential Utilities

633 hedge funds and large institutions have $7.81B invested in Essential Utilities in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 246 increasing their positions, 173 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
10.95%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
65
Increased
246
Reduced
173
Closed
54
Calls
$14.8M
Puts
$11.6M
Net Calls
+$3.2M
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Shares
Change %
IIC
476
Ironwood Investment Counsel
Arizona
$202K -$8.72K -211 -4%
FRM
477
Fox Run Management
Connecticut
$202K +$202K +4,872 New
Skandinaviska Enskilda Banken (SEB)
478
Skandinaviska Enskilda Banken (SEB)
Sweden
$178K +$178K +4,293 New
IA
479
IFP Advisors
Florida
$173K +$2.77K +54 +2%
WSCM
480
Wellington Shields Capital Management
New York
$172K
QCG
481
Quadrant Capital Group
Ohio
$163K +$65.6K +1,581 +67%
CT
482
Clearstead Trust
Maine
$158K +$96.1K +2,330 +155%
Carson Wealth (CWM LLC)
483
Carson Wealth (CWM LLC)
Nebraska
$156K +$8.89K +215 +6%
PAM
484
Paradigm Asset Management
New York
$153K -$24.8K -600 -14%
CSPAM
485
Cary Street Partners Asset Management
Virginia
$151K +$151K +3,641 New
EIP
486
Ellis Investment Partners
Pennsylvania
$146K -$28K -677 -16%
TC
487
Truvestments Capital
Florida
$146K +$787 +19 +0.5%
TF
488
Tompkins Financial
New York
$141K
DAC
489
Dividend Assets Capital
South Carolina
$139K
BFEC
490
Benjamin F. Edwards & Company
Missouri
$138K
KC
491
Kepos Capital
New York
$132K +$74.5K +1,795 +129%
HDIM
492
Hanson & Doremus Investment Management
Vermont
$130K
APA
493
American Portfolios Advisors
New York
$127K -$22.4K -542 -15%
WT
494
Washington Trust
Rhode Island
$122K
BONH
495
Bank of New Hampshire
New Hampshire
$119K
BCWM
496
Bartlett & Co Wealth Management
Ohio
$113K -$1.53K -37 -1%
BC
497
Bartlett & Co
Ohio
$113K -$1.53K -37 -1%
TPCW
498
TD Private Client Wealth
New York
$112K
Fifth Third Bancorp
499
Fifth Third Bancorp
Ohio
$108K +$16.1K +388 +18%
OPW
500
Oxler Private Wealth
New York
$106K +$579 +14 +0.6%