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Essential Utilities

653 hedge funds and large institutions have $9.14B invested in Essential Utilities in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 217 increasing their positions, 201 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+20
Holders Change %
+3.16%
% of All Funds
10.54%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
99
Increased
217
Reduced
201
Closed
71
Calls
$2.35M
Puts
$10.2M
Net Calls
-$7.85M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
I2I
476
Insight 2811 Inc
Illinois
$210K +$210K +4,397 New
HL
477
HeadInvest LLC
Maine
$208K +$208K +4,350 New
CP
478
Coho Partners
Pennsylvania
$205K +$205K +4,290 New
ONB
479
Old National Bancorp
Indiana
$205K +$205K +4,300 New
ACP
480
Aveo Capital Partners
Colorado
$205K +$205K +4,291 New
CA
481
Cetera Advisors
Colorado
$205K +$205K +4,288 New
CCMG
482
Clark Capital Management Group
Pennsylvania
$203K +$203K +4,243 New
BCM
483
Brookstone Capital Management
Illinois
$200K +$200K +4,106 New
WSCM
484
Wellington Shields Capital Management
New York
$199K
Skandinaviska Enskilda Banken (SEB)
485
Skandinaviska Enskilda Banken (SEB)
Sweden
$194K -$10.6K -222 -5%
CSPAM
486
Cary Street Partners Asset Management
Virginia
$192K +$17.8K +372 +10%
GFWA
487
Grey Fox Wealth Advisors
Delaware
$189K +$189K +3,963 New
VLKIM
488
Van Lanschot Kempen Investment Management
Netherlands
$183K +$97.1K +2,034 +113%
QCG
489
Quadrant Capital Group
Ohio
$173K -$14.9K -313 -8%
TF
490
Tompkins Financial
New York
$163K
DAC
491
Dividend Assets Capital
South Carolina
$161K
BFEC
492
Benjamin F. Edwards & Company
Missouri
$159K
CT
493
Clearstead Trust
Maine
$150K -$33.9K -706 -18%
HDIM
494
Hanson & Doremus Investment Management
Vermont
$150K
National Bank of Canada
495
National Bank of Canada
Quebec, Canada
$139K -$976K -20,446 -88%
BONH
496
Bank of New Hampshire
New Hampshire
$137K
IA
497
IFP Advisors
Florida
$135K -$38.4K -746 -22%
BCWM
498
Bartlett & Co Wealth Management
Ohio
$130K
BC
499
Bartlett & Co
Ohio
$130K
TPCW
500
TD Private Client Wealth
New York
$129K