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Essential Utilities

590 hedge funds and large institutions have $7.89B invested in Essential Utilities in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 233 increasing their positions, 196 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
-29
Holders Change %
-4.68%
% of All Funds
8.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
45
Increased
233
Reduced
196
Closed
67
Calls
$2.5M
Puts
$4.87M
Net Calls
-$2.37M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
LS
476
Livforsakringsbolaget Skandia
Sweden
$59.2K
ADL
477
Asset Dedication LLC
California
$58K +$18.8K +500 +48%
MPWT
478
MassMutual Private Wealth & Trust
Connecticut
$56.1K +$29.7K +802 +113%
CT
479
Clearstead Trust
Maine
$55.6K
PFSC
480
Peoples Financial Services Corp
Pennsylvania
$46.3K
CWC
481
Carolinas Wealth Consulting
North Carolina
$44.5K +$1.3K +35 +3%
MHR
482
Matthew Hamilton Rosenberg
$43.4K -$18.4K -500 -30%
RTC
483
Riverview Trust Company
Washington
$42.8K +$42.8K +1,154 New
OCM
484
Orion Capital Management
California
$41.7K
WB
485
Webster Bank
Connecticut
$40.8K +$40.8K +1,100 New
BTI
486
Blue Trust Inc
Georgia
$40.1K -$2.63K -71 -6%
AF
487
Arrow Financial
New York
$40.1K
TC
488
Truvestments Capital
Florida
$39.8K -$40.4K -1,091 -50%
QC
489
Quent Capital
New York
$38.8K -$1.04K -28 -3%
GI
490
Gradient Investments
Minnesota
$37.3K -$45.5K -1,228 -55%
TWC
491
TD Waterhouse Canada
Ontario, Canada
$36.4K +$13.3K +363 +57%
CAL
492
Capital Advisors Ltd
Ohio
$36K +$4.09K +109 +13%
M
493
MOTCO
Texas
$35.9K
DAM
494
Delta Asset Management
Tennessee
$35.6K -$11.1K -300 -24%
CFGS
495
Concourse Financial Group Securities
Alabama
$35.5K -$74 -2 -0.2%
LC
496
Lindbrook Capital
California
$34.7K +$7.37K +199 +27%
VAG
497
VisionPoint Advisory Group
Texas
$34K -$2.22K -60 -6%
CCC
498
Chelsea Counsel Company
California
$33.3K
CIAS
499
CBIZ Investment Advisory Services
Ohio
$31.9K +$31.9K +862 New
AA
500
Addison Advisors
Vermont
$30.1K