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Essential Utilities

595 hedge funds and large institutions have $7.71B invested in Essential Utilities in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 206 increasing their positions, 185 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
10.48%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
59
Increased
206
Reduced
185
Closed
53
Calls
$5.66M
Puts
$3.18M
Net Calls
+$2.48M
Net Calls Change
-$4.96M
Name Holding Trade Value Shares
Change
Shares
Change %
CWC
501
Carolinas Wealth Consulting
North Carolina
$55K
M
502
MOTCO
Texas
$53K
TVWM
503
Tower View Wealth Management
Wisconsin
$53K +$312 +7 +0.6%
EP
504
Eudaimonia Partners
Tennessee
$52K +$90 +2 +0.2%
MWP
505
Meridian Wealth Partners
Pennsylvania
$52K +$2.93K +65 +6%
LWA
506
Lenox Wealth Advisors
New York
$52K +$3.47K +78 +7%
FDCDDQ
507
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.4K +$13.5K +301 +39%
AF
508
Arrow Financial
New York
$48K
SCA
509
Stonebridge Capital Advisors
Minnesota
$48K +$48K +1,075 New
ADL
510
Asset Dedication LLC
California
$47K
LWM
511
Liberty Wealth Management
California
$47K
SIS
512
Sound Income Strategies
Florida
$47K -$5.91K -132 -11%
CP
513
Corbenic Partners
Pennsylvania
$41K
AL
514
ADE LLC
Maryland
$41K
CIAS
515
CBIZ Investment Advisory Services
Ohio
$39K -$41K
T
516
TOBAM
France
$37K
FP
517
Fiduciary Planning
Florida
$37K
NFG
518
Next Financial Group
Texas
$37K +$45 +1 +0.1%
PK
519
Pflug Koory
Nebraska
$36K
CAL
520
Capital Analysts LLC
Pennsylvania
$35K -$28.6K -630 -45%
MRCM
521
M&R Capital Management
New Jersey
$33K
AIC
522
Archer Investment Corporation
Indiana
$31.7K
CFGS
523
Concourse Financial Group Securities
Alabama
$31K
1IA
524
1834 Investment Advisors
Wisconsin
$31K
Jones Financial Companies
525
Jones Financial Companies
Missouri
$31K +$31K +700 New