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Essential Utilities

594 hedge funds and large institutions have $8.55B invested in Essential Utilities in 2020 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 194 increasing their positions, 172 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+25
Holders Change %
+4.39%
% of All Funds
10.54%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
87
Increased
194
Reduced
172
Closed
54
Calls
$11.2M
Puts
$3.73M
Net Calls
+$7.44M
Net Calls Change
+$4.91M
Name Holding Trade Value Shares
Change
Shares
Change %
SIS
501
Sound Income Strategies
Florida
$56K +$47 +1 +0.1%
TVWM
502
Tower View Wealth Management
Wisconsin
$56K +$284 +6 +0.5%
MAM
503
Meeder Asset Management
Ohio
$55K +$34.7K +730 +171%
EP
504
Eudaimonia Partners
Tennessee
$54K +$94 +2 +0.2%
LWA
505
Lenox Wealth Advisors
New York
$52K +$286 +6 +0.6%
MWP
506
Meridian Wealth Partners
Pennsylvania
$51K
AF
507
Arrow Financial
New York
$51K
ADL
508
Asset Dedication LLC
California
$49K
RWA
509
Ropes Wealth Advisors
Massachusetts
$47K
LWM
510
Liberty Wealth Management
California
$47K
RA
511
Reby Advisors
Connecticut
$47K +$47K +1,000 New
S
512
SignatureFD
Georgia
$46K +$17.5K +373 +61%
CP
513
Corbenic Partners
Pennsylvania
$43K
AL
514
ADE LLC
Maryland
$43K +$43K +906 New
CIAS
515
CBIZ Investment Advisory Services
Ohio
$41K -$35K
NFG
516
Next Financial Group
Texas
$39K -$378 -8 -1%
T
517
TOBAM
France
$39K
FP
518
Fiduciary Planning
Florida
$39K +$39K +830 New
PK
519
Pflug Koory
Nebraska
$38K +$38K +814 New
FDCDDQ
520
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.9K +$24.9K +527 +207%
MRCM
521
M&R Capital Management
New Jersey
$35K
AIC
522
Archer Investment Corporation
Indiana
$33.5K
CFGS
523
Concourse Financial Group Securities
Alabama
$33K
DCM
524
Dupont Capital Management
Delaware
$33K
1IA
525
1834 Investment Advisors
Wisconsin
$33K