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Essential Utilities

645 hedge funds and large institutions have $8.32B invested in Essential Utilities in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 212 increasing their positions, 221 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.32%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
65
Increased
212
Reduced
221
Closed
59
Calls
$12.4M
Puts
$4.46M
Net Calls
+$7.99M
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CNBTD
501
Citizens National Bank Trust Department
Mississippi
$107K
HI
502
Harbour Investments
Wisconsin
$105K +$44 +1 +0%
CTA
503
Colonial Trust Advisors
South Carolina
$104K
FDCDDQ
504
Federation des caisses Desjardins du Quebec
Quebec, Canada
$97.4K -$214K -4,904 -69%
TC
505
Truvestments Capital
Florida
$92.3K -$19.2K -441 -17%
VLKIM
506
Van Lanschot Kempen Investment Management
Netherlands
$88.8K -$78.7K -1,802 -47%
UB
507
UMB Bank
Missouri
$88.2K -$5.19K -119 -6%
S
508
SignatureFD
Georgia
$87.2K -$20.8K -476 -19%
TVWM
509
Tower View Wealth Management
Wisconsin
$87K -$4.49K -103 -5%
SCA
510
Stonebridge Capital Advisors
Minnesota
$85.6K +$6.24K +143 +8%
AIC
511
Archer Investment Corporation
Indiana
$81.8K
GWM
512
Geneos Wealth Management
Colorado
$81.5K -$2.18K -50 -3%
BWM
513
Baystate Wealth Management
Massachusetts
$78.1K +$349 +8 +0.4%
PA
514
Parallel Advisors
California
$77.9K +$1.44K +33 +2%
SOAMC
515
Spirit of America Management Corp
New York
$76.4K +$76.4K +1,750 New
DAM
516
Delta Asset Management
Tennessee
$75.2K -$23.5K -539 -24%
CI Investments Inc
517
CI Investments Inc
Ontario, Canada
$75K +$5.91K +136 +9%
CT
518
Colonial Trust
South Carolina
$74.4K +$62.2K +1,425 +509%
JGIA
519
Jackson Grant Investment Advisers
Connecticut
$74K
WSCM
520
Wellington Shields Capital Management
New York
$72.7K -$109K -2,500 -60%
WSC
521
Wellington Shields & Co
New York
$72.7K
BSWA
522
Bromfield Sneider Wealth Advisors
Massachusetts
$72.3K
Fifth Third Bancorp
523
Fifth Third Bancorp
Ohio
$70.9K -$28.8K -659 -29%
OSNBOA
524
Old Second National Bank of Aurora
Illinois
$69.8K
LS
525
Livforsakringsbolaget Skandia
Sweden
$69.8K +$13.1K +300 +23%