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Essential Utilities

617 hedge funds and large institutions have $7.89B invested in Essential Utilities in 2024 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 253 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
-5
Holders Change %
-0.8%
% of All Funds
8.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
72
Increased
180
Reduced
253
Closed
65
Calls
$1.49M
Puts
$2.8M
Net Calls
-$1.32M
Net Calls Change
-$1.08M
Name Holding Trade Value Shares
Change
Shares
Change %
PS
476
Principal Securities
Iowa
$76.4K -$82.9K -2,283 -52%
CFD
477
Creative Financial Designs
Indiana
$74K -$3.27K -90 -4%
TVWM
478
Tower View Wealth Management
Wisconsin
$72.3K +$581 +16 +0.8%
GWM
479
Geneos Wealth Management
Colorado
$69.3K
MWM
480
Mascoma Wealth Management
New Hampshire
$64.1K
JGIA
481
Jackson Grant Investment Advisers
Connecticut
$61.6K
CT
482
Coastline Trust
Rhode Island
$61.5K
TF
483
Tompkins Financial
New York
$61.2K
ADL
484
Asset Dedication LLC
California
$60.9K +$4.94K +136 +9%
SFG
485
Stonebridge Financial Group
Pennsylvania
$60.3K +$60.3K +1,660 New
CTA
486
Colonial Trust Advisors
South Carolina
$59.1K -$15.1K -416 -20%
OSNBOA
487
Old Second National Bank of Aurora
Illinois
$58.6K +$472 +13 +0.8%
Citadel Advisors
488
Citadel Advisors
Florida
$57.4K +$53.7K +1,478 +1,449%
SAM
489
Smartleaf Asset Management
Massachusetts
$56.5K +$6.48K +179 +13%
Bessemer Group
490
Bessemer Group
New Jersey
$56K +$27.8K +778 +99%
MPWT
491
MassMutual Private Wealth & Trust
Connecticut
$55.4K +$3.31K +91 +6%
BCWM
492
Bartlett & Co Wealth Management
Ohio
$54.5K -$37.4K -1,031 -41%
CT
493
Clearstead Trust
Maine
$54.5K
CA
494
CoreCap Advisors
Michigan
$52K -$20.8K -573 -29%
NAAA
495
New Age Alpha Advisors
New York
$44.6K +$44.6K +1,228 New
CWC
496
Carolinas Wealth Consulting
North Carolina
$44.1K
BL
497
BFSG LLC
California
$43.2K
RTC
498
Riverview Trust Company
Washington
$42.8K
AAP
499
Arax Advisory Partners
Colorado
$42.1K -$16.9K -466 -29%
OCM
500
Orion Capital Management
California
$40.9K +$40.9K +1,125 New