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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 %
TVWM
476
Tower View Wealth Management
Wisconsin
$73.4K +$373 +10 +0.5%
CC
477
Cultivar Capital
Texas
$69.8K +$69.8K +1,869 New
MWM
478
Mascoma Wealth Management
New Hampshire
$65.9K +$65.9K +1,766 New
JGIA
479
Jackson Grant Investment Advisers
Connecticut
$63.3K
AAP
480
Arax Advisory Partners
Colorado
$60.7K +$56.3K +1,509 +1,301%
OSNBOA
481
Old Second National Bank of Aurora
Illinois
$59.7K
ADL
482
Asset Dedication LLC
California
$57.5K
CT
483
Clearstead Trust
Maine
$56K
FLPIM
484
F.L. Putnam Investment Management
Massachusetts
$55.1K +$55.1K +1,475 New
AWM
485
Avior Wealth Management
Nebraska
$54K +$54K +1,447 New
TF
486
Tompkins Financial
New York
$51.7K -$75.9K -2,034 -59%
PFSC
487
Peoples Financial Services Corp
Pennsylvania
$46.7K
CWC
488
Carolinas Wealth Consulting
North Carolina
$45.4K +$523 +14 +1%
RTC
489
Riverview Trust Company
Washington
$43.1K
BTI
490
Blue Trust Inc
Georgia
$42.7K +$2.52K +68 +6%
TWC
491
TD Waterhouse Canada
Ontario, Canada
$42.1K +$5.16K +139 +14%
OCM
492
Orion Capital Management
California
$42K
QC
493
Quent Capital
New York
$38.5K -$597 -16 -2%
CA
494
CoreCap Advisors
Michigan
$38.4K +$21.2K +567 +123%
VAMG
495
Voisard Asset Management Group
Michigan
$37.3K +$37.3K +1,000 New
LS
496
Livforsakringsbolaget Skandia
Sweden
$37.3K -$22.4K -600 -38%
VAG
497
VisionPoint Advisory Group
Texas
$36.6K +$2.35K +63 +7%
CFGS
498
Concourse Financial Group Securities
Alabama
$36.5K +$747 +20 +2%
M
499
MOTCO
Texas
$36.2K
DAM
500
Delta Asset Management
Tennessee
$35.8K