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Essential Utilities

586 hedge funds and large institutions have $7.94B invested in Essential Utilities in 2021 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 190 increasing their positions, 175 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
-9
Holders Change %
-1.51%
% of All Funds
10.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
56
Increased
190
Reduced
175
Closed
62
Calls
$4.16M
Puts
$3.12M
Net Calls
+$1.04M
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
501
Quadrant Capital Group
Ohio
$54K -$4.19K -92 -7%
M
502
MOTCO
Texas
$54K
LWA
503
Lenox Wealth Advisors
New York
$50K -$2.99K -66 -6%
AF
504
Arrow Financial
New York
$49K
ADL
505
Asset Dedication LLC
California
$48K
LWM
506
Liberty Wealth Management
California
$46K
HF
507
Halpern Financial
Virginia
$44.3K +$14.3K +312 +47%
CP
508
Corbenic Partners
Pennsylvania
$42K
AL
509
ADE LLC
Maryland
$41K
CIAS
510
CBIZ Investment Advisory Services
Ohio
$39K -$39K
T
511
TOBAM
France
$38K
PK
512
Pflug Koory
Nebraska
$37K
BU
513
BBVA USA
Alabama
$36K +$36K +780 New
TFO
514
Tarbox Family Office
California
$35K +$28.7K +625 +460%
MRCM
515
M&R Capital Management
New Jersey
$34K
MA
516
MCF Advisors
Kentucky
$34K +$34K +736 New
AIC
517
Archer Investment Corporation
Indiana
$32.4K
CFGS
518
Concourse Financial Group Securities
Alabama
$32K
Jones Financial Companies
519
Jones Financial Companies
Missouri
$32K
1IA
520
1834 Investment Advisors
Wisconsin
$32K
PGAM
521
Princeton Global Asset Management
New Jersey
$31K
FPB
522
First PREMIER Bank
South Dakota
$30K
FCB
523
First Command Bank
Texas
$30K
FCFS
524
First Command Financial Services
Texas
$30K
WP
525
WealthShield Partners
North Carolina
$30K