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Essential Utilities

569 hedge funds and large institutions have $6.93B invested in Essential Utilities in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 187 increasing their positions, 178 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
569
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
11.51%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
54
Increased
187
Reduced
178
Closed
49
Calls
$5.92M
Puts
$3.39M
Net Calls
+$2.53M
Net Calls Change
+$3.13M
Name Holding Trade Value Shares
Change
Shares
Change %
ADL
501
Asset Dedication LLC
California
$42K
RWA
502
Ropes Wealth Advisors
Massachusetts
$40K
LWM
503
Liberty Wealth Management
California
$40K +$40K +1,000 New
CP
504
Corbenic Partners
Pennsylvania
$37K
CIAS
505
CBIZ Investment Advisory Services
Ohio
$35K -$36K
NFG
506
Next Financial Group
Texas
$34K +$34K +833 New
T
507
TOBAM
France
$34K +$34K +835 New
MRCM
508
M&R Capital Management
New Jersey
$30K
AIC
509
Archer Investment Corporation
Indiana
$28.5K
DCM
510
Dupont Capital Management
Delaware
$28K -$194K -4,862 -87%
CFGS
511
Concourse Financial Group Securities
Alabama
$28K
1IA
512
1834 Investment Advisors
Wisconsin
$28K
FCFS
513
First Command Financial Services
Texas
$27K
FCB
514
First Command Bank
Texas
$27K
PGAM
515
Princeton Global Asset Management
New Jersey
$27K
FPB
516
First PREMIER Bank
South Dakota
$26K
S
517
SignatureFD
Georgia
$24K -$5.29K -134 -18%
NSB
518
Norway Savings Bank
Maine
$24K
HWA
519
HHM Wealth Advisors
Tennessee
$23K
HFA
520
HC Financial Advisors
California
$21K
SWA
521
Sutton Wealth Advisors
Florida
$20.3K -$483 -12 -2%
MPWT
522
MassMutual Private Wealth & Trust
Connecticut
$20K
BBHC
523
Brown Brothers Harriman & Co
New York
$19K
AIM
524
AIA Investment Management
Singapore
$18K
DI
525
Disciplined Investments
Oklahoma
$18K