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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 %
FB
476
Fulton Bank
Pennsylvania
$208K -$786 -18 -0.4%
CCFCSB
477
Cape Cod Five Cents Savings Bank
Massachusetts
$205K -$2.18K -50 -1%
BP
478
Ballentine Partners
Massachusetts
$202K +$202K +4,626 New
RWMG
479
Redwood Wealth Management Group
New Jersey
$201K
HCM
480
Howland Capital Management
Massachusetts
$201K
Schroder Investment Management Group
481
Schroder Investment Management Group
United Kingdom
$200K -$379K -8,692 -65%
O
482
Ossiam
France
$197K -$455K -10,427 -70%
SWA
483
SOA Wealth Advisors
New York
$194K +$1.31K +30 +0.7%
CSPAM
484
Cary Street Partners Asset Management
Virginia
$184K +$8.73K +200 +5%
GFWA
485
Grey Fox Wealth Advisors
Delaware
$173K
DAC
486
Dividend Assets Capital
South Carolina
$161K
QCG
487
Quadrant Capital Group
Ohio
$154K -$4.06K -93 -3%
GRP
488
Global Retirement Partners
California
$153K +$147K +3,469 +2,238%
TF
489
Tompkins Financial
New York
$149K
SWM
490
Spire Wealth Management
Virginia
$148K +$139K +3,187 +1,594%
BFEC
491
Benjamin F. Edwards & Company
Missouri
$146K
HDIM
492
Hanson & Doremus Investment Management
Vermont
$137K
CT
493
Clearstead Trust
Maine
$137K +$480 +11 +0.4%
TCOV
494
Trust Company of Vermont
Vermont
$132K +$50K +1,145 +61%
BONH
495
Bank of New Hampshire
New Hampshire
$125K
TPCW
496
TD Private Client Wealth
New York
$118K
AF
497
Allworth Financial
California
$116K +$1.79K +41 +2%
BCWM
498
Bartlett & Co Wealth Management
Ohio
$110K -$8.73K -200 -7%
BC
499
Bartlett & Co
Ohio
$110K -$8.69K -200 -7%
GWSG
500
GPS Wealth Strategies Group
Colorado
$110K +$110K +2,512 New