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Essential Utilities

653 hedge funds and large institutions have $9.14B invested in Essential Utilities in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 217 increasing their positions, 201 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+20
Holders Change %
+3.16%
% of All Funds
10.54%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
99
Increased
217
Reduced
201
Closed
71
Calls
$2.35M
Puts
$10.2M
Net Calls
-$7.85M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
501
Allworth Financial
California
$125K +$18.7K +391 +17%
TC
502
Truvestments Capital
Florida
$122K -$46.3K -969 -27%
S
503
SignatureFD
Georgia
$118K +$54.3K +1,138 +85%
CNBTD
504
Citizens National Bank Trust Department
Mississippi
$117K
HI
505
Harbour Investments
Wisconsin
$115K +$14.1K +295 +14%
CTA
506
Colonial Trust Advisors
South Carolina
$114K +$114K +2,392 New
KC
507
Kepos Capital
New York
$114K -$38.3K -800 -25%
AA
508
Addison Advisors
Vermont
$110K
MA
509
Montag & Associates
Georgia
$110K
Fifth Third Bancorp
510
Fifth Third Bancorp
Ohio
$109K -$15.2K -318 -12%
DAM
511
Delta Asset Management
Tennessee
$108K +$108K +2,261 New
UB
512
UMB Bank
Missouri
$102K -$382K -8,019 -79%
TVWM
513
Tower View Wealth Management
Wisconsin
$100K +$334 +7 +0.3%
AIC
514
Archer Investment Corporation
Indiana
$93.5K
GWM
515
Geneos Wealth Management
Colorado
$91.5K -$21.5K -450 -19%
MHR
516
Matthew Hamilton Rosenberg
$90.7K
TCOV
517
Trust Company of Vermont
Vermont
$89.5K
SCA
518
Stonebridge Capital Advisors
Minnesota
$86.8K +$32.5K +681 +60%
BWM
519
Baystate Wealth Management
Massachusetts
$85K +$287 +6 +0.3%
PA
520
Parallel Advisors
California
$83.6K +$6.26K +131 +8%
JGIA
521
Jackson Grant Investment Advisers
Connecticut
$80.9K
WSC
522
Wellington Shields & Co
New York
$79.5K
BSWA
523
Bromfield Sneider Wealth Advisors
Massachusetts
$79.1K
OSNBOA
524
Old Second National Bank of Aurora
Illinois
$76.4K
CI Investments Inc
525
CI Investments Inc
Ontario, Canada
$76K -$4.97K -104 -6%