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Essential Utilities

594 hedge funds and large institutions have $7.11B invested in Essential Utilities in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 190 increasing their positions, 176 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+18
Holders Change %
+3.13%
% of All Funds
11.73%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
92
Increased
190
Reduced
176
Closed
60
Calls
$6.61M
Puts
$3.29M
Net Calls
+$3.31M
Net Calls Change
+$4.31M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
501
Baystate Wealth Management
Massachusetts
$54K
SIAS
502
Shine Investment Advisory Services
Colorado
$54K
TVWM
503
Tower View Wealth Management
Wisconsin
$54K +$280 +6 +0.5%
EP
504
Eudaimonia Partners
Tennessee
$54K +$54K +1,150 New
PCIA
505
Prime Capital Investment Advisors
Kansas
$52K
AF
506
Arrow Financial
New York
$51K
MWP
507
Meridian Wealth Partners
Pennsylvania
$51K +$51K +1,089 New
LWA
508
Lenox Wealth Advisors
New York
$50K +$234 +5 +0.5%
ADL
509
Asset Dedication LLC
California
$49K
GI
510
Gradient Investments
Minnesota
$49K
FGAM
511
Financial Gravity Asset Management
Texas
$47K -$797K -390 -94%
RWA
512
Ropes Wealth Advisors
Massachusetts
$47K
RMAM
513
Raab & Moskowitz Asset Management
New Jersey
$47K +$47K +1,012 New
CP
514
Corbenic Partners
Pennsylvania
$43K +$43K +914 New
CCA
515
Catalyst Capital Advisors
New York
$42K
AA
516
Argent Advisors
Louisiana
$42K +$42K +895 New
NC
517
NewSquare Capital
Pennsylvania
$41K
SIS
518
Sound Income Strategies
Florida
$41K
FHA
519
Flagship Harbor Advisors
Massachusetts
$39K +$13.9K +299 +55%
NSB
520
Norway Savings Bank
Maine
$38K -$4.75K -100 -11%
CIM
521
Centersquare Investment Management
Pennsylvania
$36K
MRCM
522
M&R Capital Management
New Jersey
$35K
1IA
523
1834 Investment Advisors
Wisconsin
$33K
AIC
524
Archer Investment Corporation
Indiana
$33K +$33K +709 New
EWP
525
Engrave Wealth Partners
Texas
$32K +$32K +698 New